iShares ESG Optimized MSCI USA ETF
SUSA
416 hedge funds and large institutions have $1.86B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 175 increasing their positions, 112 reducing their positions, and 44 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 112
0.22% more ownership
Funds ownership: 57.17% → 57.4% (+0.22%)
4% less funds holding
Funds holding: 434 → 416 (-18)
20% less capital invested
Capital invested by funds: $2.33B → $1.86B (-$476M)
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
62% less funds holding in top 10
Funds holding in top 10: 13 → 5 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$16.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.7M |
| 3 |
JP Morgan Chase
New York
|
+$6.23M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$4.7M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$26M |
| 2 |
Morgan Stanley
New York
|
-$22.4M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$18.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$18.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFP
451
KMG Fiduciary Partners
Toledo,
Ohio
| – | -$203K | -2,100 | Closed |
|
|
FPF
452
First Pacific Financial
Vancouver,
Washington
| – | -$202K | -2,091 | Closed |
|
|
W
453
Wealthquest
Cincinnati,
Ohio
| – | -$208K | -1,935 | Closed |
|
|
PFS
454
Prospera Financial Services
Dallas,
Texas
| – | -$160K | -1,649 | Closed |
|
|
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$120K | -1,241 | Closed |
|
|
TRCT
456
Tower Research Capital (TRC)
New York
| – | -$46K | -480 | Closed |
|
457
Koshinski Asset Management
Decatur,
Illinois
| – | -$9.88K | -102 | Closed |
|
458
Simplex Trading
Chicago,
Illinois
| – | -$7K | -73 | Closed |
|
|
AIM
459
Astor Investment Management
Chicago,
Illinois
| – | -$4K | -48 | Closed |
|
|
BWM
460
Baystate Wealth Management
Boston,
Massachusetts
| – | -$2K | -25 | Closed |
|
SUSA Hedge Fund Activity: Q2 2022 in Review
416 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2022, worth a combined $1.86B — down 20% from $2.33B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of SUSA and 30 opened new positions — a net loss of 14 holders — while 112 trimmed existing stakes and 175 added.
The largest buyer was M&T Bank, adding an estimated $16.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26M.
- 416 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2022, down from 434 in Q1 2022.
- Funds reported $1.86B of iShares ESG Optimized MSCI USA ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 30 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2022 and 44 closed out, a net change of -14 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2022 was M&T Bank, an estimated $16.1M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $26M sold.
Based on aggregated 13F filings for Q2 2022.