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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
SFC
451
Strategic Financial Concepts
Texas
$314 +$3.85M +35,495 New
ITB
452
Idaho Trust Bank
Idaho
-$1.48M -13,572 Closed
LNC
453
Lincoln National Corp
Pennsylvania
-$1.05M -9,596 Closed
RIS
454
Retirement Income Solutions
Michigan
-$702K -6,428 Closed
WA
455
Win Advisors
Florida
-$419K -3,834 Closed
PFA
456
Pathway Financial Advisors
Vermont
-$418K -3,831 Closed
FA
457
Fiduciary Alliance
South Carolina
-$328K -3,013 Closed
PFS
458
Prospera Financial Services
Texas
-$318K -2,912 Closed
BP
459
Ballentine Partners
Massachusetts
-$290K -2,660 Closed
AWA
460
Archvest Wealth Advisors
California
-$289K -2,657 Closed
BWM
461
Bulltick Wealth Management
Florida
-$273K -2,500 Closed
Millennium Management
462
Millennium Management
New York
-$266K -2,434 Closed
CW
463
CreativeOne Wealth
Kansas
-$259K -2,369 Closed
Bank of New York Mellon
464
Bank of New York Mellon
New York
-$237K -2,175 Closed
UBV
465
United Bank (Virginia)
Virginia
-$236K -2,165 Closed
IWM
466
IHT Wealth Management
Illinois
-$206K -1,886 Closed
CWP
467
Concord Wealth Partners
Virginia
-$76.4K -700 Closed
SAM
468
Smartleaf Asset Management
Massachusetts
-$71.8K -658 Closed
First Manhattan
469
First Manhattan
New York
-$58.7K -538 Closed
WIC
470
Woodmont Investment Counsel
Tennessee
-$55.9K -512 Closed
CA
471
CoreCap Advisors
Michigan
-$52.2K -478 Closed
MFA
472
Morling Financial Advisors
California
-$37.7K -345 Closed
FSWA
473
Financial Synergies Wealth Advisors
Texas
-$25.6K -234 Closed
PP
474
Pacifica Partners
Canada
-$14.3K -132 Closed
PS
475
Principal Securities
Iowa
-$6.88K -63 Closed

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.