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iShares ESG Optimized MSCI USA ETF
SUSA

429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.7B → $2.42B (+$721M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 395 → 429 (+34)

2.14% more ownership

Funds ownership: 57.12% → 59.26% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$30.3M
2
RJA
Raymond James & Associates
Florida
+$26.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.34M
4
BlackRock
BlackRock
New York
+$8.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$20.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$8.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.67M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$17.3M +$224K +2,716 +1%
GC
27
Garde Capital
Washington
$11.5M -$866K -10,514 -7%
PC
28
Permanens Capital
New York
$11.4M -$346K -4,200 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.5M -$6.67M -81,013 -39%
Mariner
30
Mariner
Kansas
$10.2M +$1.63M +19,783 +19%
BHB
31
Bank Hapoalim BM
Israel
$10.2M – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.76M -$287K -3,481 -3%
US Bancorp
33
US Bancorp
Minnesota
$9.54M +$500K +6,068 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.44M +$240K +2,914 +3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$8.88M +$2.19M +26,540 +33%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.85M +$2.69M +32,646 +44%
DADC
37
D.A. Davidson & Co
Montana
$8.16M -$168K -2,044 -2%
SWP
38
Stratos Wealth Partners
Ohio
$7.68M -$782K -9,492 -9%
QC
39
Quent Capital
New York
$7.62M -$28.2K -342 -0.4%
SWA
40
SOA Wealth Advisors
New York
$6.67M +$2.23M +27,089 +50%
Goldman Sachs
41
Goldman Sachs
New York
$6.58M +$2.17M +26,360 +49%
COCM
42
Charter Oak Capital Management
New Hampshire
$6.54M +$346K +4,199 +6%
TF
43
Tompkins Financial
New York
$6.12M -$13.8K -168 -0.2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.06M +$267K +3,241 +5%
RFC
45
Regions Financial Corp
Alabama
$5.87M -$2.8K -34 -0%
HPC
46
HM Payson & Co
Maine
$5.78M +$364K +4,416 +7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.04M -$788K -9,566 -14%
SAG
48
SageView Advisory Group
California
$4.99M +$4.99M +60,591 New
KeyBank National Association
49
KeyBank National Association
Ohio
$4.91M +$816K +9,906 +20%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$4.51M -$8.2M -99,577 -65%
1
2
3 4 5

SUSA Hedge Fund Activity: Q4 2022 in Review

429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.

  • 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.