We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374388 (+14)

1.35% less ownership

Funds ownership: 56.5%55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
Net Calls
+$15M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
26
Bank Hapoalim BM
Israel
$11.9M +$8.44M +85,379 +221%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.5M +$181K +1,831 +2%
DP
28
Divergent Planning
Maryland
$11M +$300K +3,033 +3%
AA
29
Acorns Advisers
California
$10.4M +$4.98M +50,392 +88%
RJA
30
Raymond James & Associates
Florida
$9.78M -$108K -1,091 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$9.29M +$1.32M +13,337 +16%
Mariner
32
Mariner
Kansas
$9.04M
SA
33
Stewardship Advisors
Pennsylvania
$9.03M +$3.03M +30,694 +48%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.41M +$576K +5,827 +7%
BCM
35
Brookstone Capital Management
Illinois
$8.41M +$493K +4,993 +6%
DADC
36
D.A. Davidson & Co
Montana
$8.3M +$1.02M +10,304 +14%
PC
37
Permanens Capital
New York
$7.65M -$908K -9,188 -10%
PG
38
Prostatis Group
Maryland
$7.41M +$1.26M +12,715 +20%
GC
39
Garde Capital
Washington
$7.3M +$590K +5,967 +9%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.29M +$459K +4,647 +7%
RFC
41
Regions Financial Corp
Alabama
$7.23M +$241K +2,441 +3%
TF
42
Tompkins Financial
New York
$6.57M +$6.76M +68,422 New
PSUF
43
People's United Financial
Connecticut
$6.26M +$376K +3,807 +6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.1M +$531K +5,374 +9%
BRWA
45
B. Riley Wealth Advisors
Florida
$5.93M +$339K +3,434 +6%
COCM
46
Charter Oak Capital Management
New Hampshire
$5.92M +$204K +2,060 +3%
CJA
47
C-J Advisory
California
$5.9M -$106K -1,077 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.54M +$1.3M +13,135 +29%
3AM
49
3EDGE Asset Management
Florida
$5.54M +$2.78M +28,153 +95%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$5.38M +$388K +3,927 +8%

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.