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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
Osaic Holdings
26
Osaic Holdings
Arizona
$14.6M -$1.02M -9,401 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13.4M +$1.14M +10,532 +10%
BHB
28
Bank Hapoalim BM
Israel
$12.7M +$12.3M +113,250 New
HighTower Advisors
29
HighTower Advisors
Illinois
$12.1M -$424K -3,913 -4%
FF
30
Farrow Financial
Vermont
$11.4M +$193K +1,777 +2%
RJA
31
Raymond James & Associates
Florida
$11M -$1.11M -10,283 -10%
DADC
32
D.A. Davidson & Co
Montana
$10.9M -$218K -2,014 -2%
QC
33
Quent Capital
New York
$9.73M -$201K -1,851 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.46M -$393K -3,628 -4%
MD
35
Money Design
Japan
$9.38M -$1.04M -9,590 -10%
HPC
36
HM Payson & Co
Maine
$9.33M +$128K +1,177 +1%
TF
37
Tompkins Financial
New York
$9.2M +$127K +1,172 +1%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$8.91M +$248K +2,286 +3%
COCM
39
Charter Oak Capital Management
New Hampshire
$8.76M -$145K -1,339 -2%
SA
40
Stewardship Advisors
Pennsylvania
$8.67M -$3.29M -30,380 -28%
RSWM
41
Robertson Stephens Wealth Management
California
$7.83M +$57.9K +534 +0.8%
SPIA
42
Steward Partners Investment Advisory
New York
$7.73M -$177K -1,633 -2%
CG
43
Corundum Group
Colorado
$7.65M -$134K -1,232 -2%
RFC
44
Regions Financial Corp
Alabama
$7.39M -$280K -2,585 -4%
SWA
45
SOA Wealth Advisors
New York
$7.24M -$1.01M -9,300 -13%
Northern Trust
46
Northern Trust
Illinois
$7.23M -$1.6M -14,796 -19%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$7.04M -$362K -3,341 -5%
AI
48
Accredited Investors
Minnesota
$6.83M +$1.21M +11,178 +23%
KeyBank National Association
49
KeyBank National Association
Ohio
$6.8M -$593K -5,469 -8%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.43M +$387K +3,569 +7%

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.