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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
BBA
451
Braun-Bostich & Associates
Pennsylvania
– -$326K -3,256 Closed
RJT
452
Raymond James Trust
Florida
– -$331K -3,119 Closed
FFW
453
Fusion Family Wealth
New York
– -$322K -3,028 Closed
BFEC
454
Benjamin F. Edwards & Company
Missouri
– -$305K -2,869 Closed
PJSIMP
455
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$260K -2,636 Closed
CA
456
Cornerstone Advisory
Maryland
– -$275K -2,582 Closed
CS
457
Credit Suisse
Switzerland
– -$248K -2,333 Closed
KCM
458
Karp Capital Management
California
– -$237K -2,232 Closed
CA
459
Callahan Advisors
Texas
– -$228K -2,150 Closed
NL
460
Navalign LLC
California
– -$221K -2,076 Closed
MHI
461
Miller Howard Investments
New York
– -$215K -2,025 Closed
PP
462
Patron Partners
Texas
– -$210K -1,972 Closed
PPP
463
Private Portfolio Partners
New Jersey
– -$209K -1,969 Closed
MCWS
464
McKinley Carter Wealth Services
West Virginia
– -$205K -1,928 Closed
MAC
465
Mason & Associates (California)
California
– -$202K -1,900 Closed
TC
466
TAP Consulting
Missouri
– -$135K -1,267 Closed
WOSD
467
WFA of San Diego
California
– -$101K -951 Closed
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
– -$74K -700 Closed
CA
469
CoreCap Advisors
Michigan
– -$51K -478 Closed
FFG
470
Ford Financial Group
California
– -$28 -268 Closed
SFPG
471
Stonebridge Financial Planning Group
Florida
– -$15K -150 Closed
CQS
472
Credential Qtrade Securities
– -$11.7K -110 Closed
SFM
473
Signet Financial Management
New Jersey
– -$1K -11 Closed
SC
474
Stephens Consulting
Michigan
– -$212 -2 Closed
BCMLT
475
Beacon Capital Management LLC (Tennessee)
Tennessee
– +$97 +1 New
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.