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iShares ESG Optimized MSCI USA ETF
SUSA

374 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$188M)

6% more funds holding

Funds holding: 353 → 374 (+21)

1.17% less ownership

Funds ownership: 57.67% → 56.5% (-1.2%)

Holders
374
Holders Change
+21
Holders Change %
+5.95%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$21.1M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
+$15.1M
4
AWM
AE Wealth Management
Kansas
+$11.7M
5
DP
Divergent Planning
Maryland
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$111M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.1M
3
SC
Scotia Capital
Ontario, Canada
-$6.4M
4
UBS Group
UBS Group
Switzerland
-$6.24M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
51
HM Payson & Co
Maine
$4.45M +$100K +1,086 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.26M -$10.1M -108,953 -71%
Goldman Sachs
53
Goldman Sachs
New York
$4.24M – – –
BONH
54
Bank of New Hampshire
New Hampshire
$3.62M +$3.5M +37,879 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.55M +$3.19M +34,449 +1,289%
AI
56
Accredited Investors
Minnesota
$3.28M +$321K +3,470 +11%
CPC
57
Consolidated Planning Corp
Georgia
$3.25M +$122K +1,324 +4%
BWM
58
BigSur Wealth Management
Florida
$3.06M – – –
HPWM
59
Highland Private Wealth Management
Washington
$2.99M -$199K -2,150 -6%
CCM
60
Colorado Capital Management
Colorado
$2.99M -$191K -2,066 -7%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.99M +$276K +2,984 +11%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$2.95M +$621K +6,710 +28%
CAN
63
Cetera Advisor Networks
California
$2.86M +$1.64M +17,731 +146%
3AM
64
3EDGE Asset Management
Florida
$2.82M -$262K -2,835 -9%
Citadel Advisors
65
Citadel Advisors
Florida
$2.79M +$1.47M +15,933 +120%
GC
66
Grimes & Company
Massachusetts
$2.71M +$178K +1,926 +7%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M +$268K +2,899 +12%
DWM
68
Destination Wealth Management
California
$2.61M +$89.3K +966 +4%
IFAM
69
Institutional & Family Asset Management
Colorado
$2.59M +$981K +10,602 +64%
LNWTC
70
Laird Norton Wetherby Trust Company
Washington
$2.58M +$2.5M +27,064 New
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$2.58M – – –
B
72
Bailard
California
$2.57M -$13.7K -148 -0.5%
MIAN
73
Mariner Independent Advisor Network
Kansas
$2.48M +$158K +1,705 +7%
Citigroup
74
Citigroup
New York
$2.47M +$266K +2,873 +13%
WTC
75
WhitTier Trust Company
Nevada
$2.42M -$52K -562 -2%
1 2
3
4 5

SUSA Hedge Fund Activity: Q2 2021 in Review

374 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2021, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SUSA positions and 13 closed out — a net gain of 28 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $111M.

  • 374 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2021, up from 353 in Q1 2021.
  • Funds reported $1.87B of iShares ESG Optimized MSCI USA ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 41 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2021 and 13 closed out, a net change of +28 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $42.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2021 was Varma Mutual Pension Insurance Co, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2021.