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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
LFA
426
LGT Financial Advisors
Texas
$15.8K
FDCP
427
Foster Dykema Cabot & Partners
Massachusetts
$15.3K
HGA
428
Hobbs Group Advisors
South Carolina
$13K +$12.6K +116 New
TLA
429
Tanglewood Legacy Advisors
Texas
$11.7K
LC
430
Lindbrook Capital
California
$11.2K
CC
431
Cypress Capital
Tennessee
$11.2K +$10.8K +100 New
GWM
432
Grand Wealth Management
Michigan
$9.44K -$568K -5,240 -98%
MSS
433
Mitchell Sinkler & Starr
Pennsylvania
$9.17K
Simplex Trading
434
Simplex Trading
Illinois
$9K +$9.1K +84 New
ACA
435
American Capital Advisory
Idaho
$8.44K
IAIM
436
International Assets Investment Management
Florida
$7.87K +$7.59K +70 New
AWM
437
Avior Wealth Management
Nebraska
$5.96K -$61.1K -564 -91%
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$4.5K +$4.23K +39 +3,900%
CAM
439
Clarity Asset Management
Iowa
$4.22K
HCP
440
Hexagon Capital Partners
Arkansas
$4.05K
HI
441
Horizon Investments
North Carolina
$3.71K
FNWA
442
Financial Network Wealth Advisors
Utah
$3.48K +$3.36K +31 New
MFT
443
Moisand Fitzgerald Tamayo
Florida
$2.81K
PS
444
PayPay Securities
Japan
$2.47K -$3.79K -35 -61%
CSC
445
Caldwell Sutter Capital
California
$2.47K
CA
446
Continuum Advisory
Idaho
$2.39K
WIA
447
Wetzel Investment Advisors
Indiana
$1.97K
AWM
448
Abound Wealth Management
Tennessee
$1.46K
BCMLT
449
Beacon Capital Management LLC (Tennessee)
Tennessee
$562
IA
450
IFP Advisors
Florida
$449

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.