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iShares ESG Optimized MSCI USA ETF
SUSA

434 hedge funds and large institutions have $2.33B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 162 increasing their positions, 129 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 129

2% less funds holding

Funds holding: 445 → 434 (-11)

3.51% less ownership

Funds ownership: 60.68% → 57.17% (-3.5%)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

20% less capital invested

Capital invested by funds: $2.92B → $2.33B (-$593M)

Holders
434
Holders Change
-11
Holders Change %
-2.47%
% of All Funds
6.85%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.21%
New
35
Increased
162
Reduced
129
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.07M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.81M
3
PC
Permanens Capital
New York
+$7.64M
4
SWP
Stratos Wealth Partners
Ohio
+$7.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.87M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$327M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$12.9M
4
Wells Fargo
Wells Fargo
California
-$9.33M
5
Morgan Stanley
Morgan Stanley
New York
-$9.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
426
Goodwin Investment Advisory
Georgia
$4K +$1.94K +20 +100%
AIM
427
Astor Investment Management
Illinois
$4K +$4.65K +48 New
HCP
428
Hexagon Capital Partners
Arkansas
$3K – – –
LS
429
Leelyn Smith
Illinois
$3K +$485 +5 +18%
BWM
430
Baystate Wealth Management
Massachusetts
$2K +$2.42K +25 New
WIM
431
Westside Investment Management
California
$1.02K -$167K -1,725 -14%
LWP
432
Laurel Wealth Planning
Minnesota
$1K -$210K -2,165 -99%
PMFA
433
Plante Moran Financial Advisors
Michigan
$1K – – –
VMPIC
434
Varma Mutual Pension Insurance Co
Finland
– -$327M -3,079,816 Closed
GIP
435
Granite Investment Partners
California
– -$5.33M -50,172 Closed
Brown Advisory
436
Brown Advisory
Maryland
– -$4.33M -40,773 Closed
Citadel Advisors
437
Citadel Advisors
Florida
– -$3.46M -32,605 Closed
RP
438
Riverbridge Partners
Minnesota
– -$3.44M -32,425 Closed
CAC
439
Core Alternative Capital
Georgia
– -$2.33M -21,898 Closed
FAIM
440
Financial Advocates Investment Management
Washington
– -$2.89M -16,561 Closed
Renaissance Technologies
441
Renaissance Technologies
New York
– -$1.13M -10,600 Closed
SFS
442
Sowell Financial Services
Arkansas
– -$1.08M -10,149 Closed
DJSG
443
D.J. St. Germain
Massachusetts
– -$1.05M -9,895 Closed
NA
444
NewEdge Advisors
Louisiana
– -$894K -8,412 Closed
Chevy Chase Trust
445
Chevy Chase Trust
Maryland
– -$761K -7,166 Closed
Fiera Capital (Canada)
446
Fiera Capital (Canada)
Quebec, Canada
– -$614K -5,781 Closed
COF
447
Capital One Financial
Virginia
– -$512K -4,816 Closed
PA
448
PFG Advisors
Arizona
– -$464K -4,366 Closed
9WM
449
9258 Wealth Management
Ohio
– -$387K -3,643 Closed
PAM
450
Premier Asset Management
Illinois
– -$377K -3,550 Closed
15 16 17
18
19

SUSA Hedge Fund Activity: Q1 2022 in Review

434 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2022, worth a combined $2.33B — down 20% from $2.92B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of SUSA and 35 opened new positions — a net loss of 6 holders — while 129 trimmed existing stakes and 162 added.

The largest buyer was Mirae Asset Global Investments, adding an estimated $9.07M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $327M sold.

  • 434 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2022, down from 445 in Q4 2021.
  • Funds reported $2.33B of iShares ESG Optimized MSCI USA ETF stock for Q1 2022, down 20% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $9.07M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $327M sold.

Based on aggregated 13F filings for Q1 2022.