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iShares ESG Optimized MSCI USA ETF
SUSA

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: 8 → 9 (+1)

9% more capital invested

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

4% more funds holding

Funds holding: 374 → 388 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.86M
5
BHB
Bank Hapoalim BM
Israel
+$8.44M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Goldman Sachs
Goldman Sachs
New York
-$2.08M
4
Betterment LLC
Betterment LLC
New York
-$1.76M
5
TA
Tiedemann Advisors
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
51
Northern Trust
Illinois
$4.93M – – –
HPC
52
HM Payson & Co
Maine
$4.9M +$446K +4,518 +10%
KeyBank National Association
53
KeyBank National Association
Ohio
$4.81M +$11.9K +120 +0.2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.68M +$3.3M +33,365 +217%
WWM
55
WJ Wealth Management
Arizona
$4.68M +$4.29M +43,464 +820%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.88M +$176K +1,782 +5%
HT
57
HAP Trading
New York
$3.83M +$3.95M +39,956 New
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$3.73M +$785K +7,940 +26%
BONH
59
Bank of New Hampshire
New Hampshire
$3.62M – – –
CPC
60
Consolidated Planning Corp
Georgia
$3.45M +$185K +1,868 +5%
AI
61
Accredited Investors
Minnesota
$3.44M +$151K +1,527 +4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.35M +$2.91M +29,482 +547%
CAN
63
Cetera Advisor Networks
California
$3.34M +$490K +4,962 +17%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.16M +$545K +5,512 +20%
GC
65
Grimes & Company
Massachusetts
$3.11M +$406K +4,107 +15%
BWM
66
BigSur Wealth Management
Florida
$3.07M – – –
HPWM
67
Highland Private Wealth Management
Washington
$3M – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$3M -$3.06K -31 -0.1%
CCM
69
Colorado Capital Management
Colorado
$2.78M -$141K -1,431 -6%
MIAN
70
Mariner Independent Advisor Network
Kansas
$2.65M +$165K +1,667 +6%
LNWTC
71
Laird Norton Wetherby Trust Company
Washington
$2.6M – – –
LFASL
72
Lugano Financial Advisors SA (LFA)
Switzerland
$2.59M – – –
Creative Planning
73
Creative Planning
Kansas
$2.56M +$1.81M +18,350 +219%
B
74
Bailard
California
$2.55M -$34.6K -350 -1%
DWM
75
Destination Wealth Management
California
$2.52M -$107K -1,078 -4%
1 2
3
4 5

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.