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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
PG
51
Prostatis Group
Maryland
$4.4M +$4.4M +53,434 New
BRWA
52
B. Riley Wealth Advisors
Florida
$4.34M -$78.7K -956 -2%
Northern Trust
53
Northern Trust
Illinois
$4.23M – – –
AI
54
Accredited Investors
Minnesota
$3.96M +$24.7K +300 +0.6%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.95M +$2.43M +29,488 +159%
BCM
56
Brookstone Capital Management
Illinois
$3.77M -$1.9M -23,008 -34%
LRWA
57
Long Run Wealth Advisors
New York
$3.68M +$231K +2,803 +7%
SA
58
Stewardship Advisors
Pennsylvania
$3.47M -$2.39M -28,992 -41%
RJT
59
Raymond James Trust
Florida
$3.4M +$3.4M +41,294 New
HF
60
HRT Financial
New York
$3.39M +$3.39M +41,189 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3.36M +$365K +4,430 +12%
CG
62
Corundum Group
Colorado
$3.28M +$427K +5,183 +15%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.12M +$145K +1,765 +5%
CPC
64
Consolidated Planning Corp
Georgia
$3.1M -$69K -838 -2%
WTC
65
WhitTier Trust Company
Nevada
$3.08M +$257K +3,118 +9%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$2.93M +$1.19M +14,449 +68%
Creative Planning
67
Creative Planning
Kansas
$2.92M +$44.8K +544 +2%
RZH
68
Relyea Zuckerberg Hanson
Connecticut
$2.83M +$163K +1,984 +6%
SB
69
Simmons Bank
Arkansas
$2.82M – – –
DWM
70
Destination Wealth Management
California
$2.77M +$97K +1,178 +4%
BWM
71
Bulltick Wealth Management
Florida
$2.69M -$30.9K -375 -1%
BWM
72
BigSur Wealth Management
Florida
$2.63M – – –
BONH
73
Bank of New Hampshire
New Hampshire
$2.61M -$465K -5,645 -15%
CCM
74
Colorado Capital Management
Colorado
$2.6M -$82.9K -1,007 -4%
RSWM
75
Robertson Stephens Wealth Management
California
$2.58M +$717K +8,705 +38%
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.