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iShares ESG Optimized MSCI USA ETF
SUSA

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453 → 453 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17.87% less ownership

Funds ownership: 76.51% → 58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.59M
2
MWM
Mission Wealth Management
California
+$4.46M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.35M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.3M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
Morgan Stanley
Morgan Stanley
New York
-$136M
4
Bank of America
Bank of America
North Carolina
-$29.8M
5
RJA
Raymond James & Associates
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
401
GPS Wealth Strategies Group
Colorado
$73.1K – – –
SAM
402
Smartleaf Asset Management
Massachusetts
$71.8K -$196K -1,883 -74%
CTA
403
Colonial Trust Advisors
South Carolina
$71K – – –
AWM
404
Avior Wealth Management
Nebraska
$67.4K +$64.2K +617 New
IRC
405
Investors Research Corp
Georgia
$64.7K – – –
CMP
406
Coston McIsaac & Partners
Maine
$62K +$208 +2 +0.3%
VNA
407
Valley National Advisers
Pennsylvania
$61K – – –
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$59K +$56.4K +542 New
First Manhattan
409
First Manhattan
New York
$58.7K – – –
WT
410
Whittier Trust
California
$58K – – –
GWANC
411
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.4K – – –
PTC
412
Private Trust Company
Ohio
$57.1K – – –
WIC
413
Woodmont Investment Counsel
Tennessee
$55.9K +$53.3K +512 New
AF
414
Advisornet Financial
Minnesota
$55.5K +$104 +1 +0.2%
WCM
415
Westend Capital Management
California
$54.9K +$52.4K +503 New
RPCA
416
Running Point Capital Advisors
California
$54K – – –
CA
417
CoreCap Advisors
Michigan
$52.2K +$49.8K +478 New
PCMC
418
Private Capital Management (Colorado)
Colorado
$49.6K – – –
DJSG
419
D.J. St. Germain
Massachusetts
$47.1K – – –
NS
420
NBC Securities
Alabama
$43K +$13.3K +128 +47%
DFA
421
DHJJ Financial Advisors
Illinois
$42.6K – – –
MIM
422
Macroview Investment Management
Maryland
$41.7K – – –
LFG
423
Larson Financial Group
Missouri
$41.2K – – –
VWM
424
Valley Wealth Managers
New Jersey
$38.2K – – –
MFA
425
Morling Financial Advisors
California
$37.7K +$35.9K +345 New
15 16
17
18 19

SUSA Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.

  • 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2024.