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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
401
Coston McIsaac & Partners
Maine
$64K +$108 +1 +0.2%
VNA
402
Valley National Advisers
Pennsylvania
$63K
WT
403
Whittier Trust
California
$59.7K
GWANC
404
Guardian Wealth Advisors (North Carolina)
North Carolina
$59.1K
PTC
405
Private Trust Company
Ohio
$58.8K
FFA
406
Farther Finance Advisors
California
$58.1K -$55.1K -508 -50%
AF
407
Advisornet Financial
Minnesota
$57.2K
WCM
408
Westend Capital Management
California
$56.4K
RPCA
409
Running Point Capital Advisors
California
$55.6K
FRA
410
Front Row Advisors
California
$52.3K +$20.6K +190 +69%
DJSG
411
D.J. St. Germain
Massachusetts
$48.4K
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$47.6K -$13.5K -125 -23%
NS
413
NBC Securities
Alabama
$46K +$1.3K +12 +3%
DFA
414
DHJJ Financial Advisors
Illinois
$43.8K
MIM
415
Macroview Investment Management
Maryland
$42.9K
LFG
416
Larson Financial Group
Missouri
$42.5K
VWM
417
Valley Wealth Managers
New Jersey
$39.3K
WWM
418
Wolff Wiese Magana
California
$37.1K
Mirae Asset Global Investments
419
Mirae Asset Global Investments
South Korea
$33.8K +$32.5K +300 New
CCM
420
Chilton Capital Management
Texas
$33.7K +$32.5K +300 New
DF
421
Dunhill Financial
United Kingdom
$22.9K
HWA
422
Heritage Wealth Advisors
Virginia
$19.3K
PCMC
423
Private Capital Management (Colorado)
Colorado
$18.2K -$31.6K -292 -64%
EWP
424
Elevation Wealth Partners
California
$16.9K
FP
425
Financial Perspectives
Minnesota
$16K

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.