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iShares ESG Optimized MSCI USA ETF
SUSA

428 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

8% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 136

0% less funds holding

Funds holding: 429 → 428 (-1)

0.69% less ownership

Funds ownership: 59.26% → 58.57% (-0.69%)

22% less capital invested

Capital invested by funds: $2.42B → $1.9B (-$524M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
428
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$4.15M
2
M&T Bank
M&T Bank
New York
+$3.94M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.72M
4
AA
Acorns Advisers
California
+$2.24M
5
MWM
Mission Wealth Management
California
+$2.05M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50.8M
2
RJA
Raymond James & Associates
Florida
-$41.9M
3
ST
Spinnaker Trust
Maine
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.79M
5
SWP
Stratos Wealth Partners
Ohio
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Accredited Investors
Minnesota
$4.46M +$223K +2,600 +5%
LRWA
52
Long Run Wealth Advisors
New York
$4.27M +$340K +3,958 +9%
PAG
53
Private Advisor Group
New Jersey
$3.95M -$127K -1,479 -3%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.76M +$180K +2,092 +5%
BCM
55
Brookstone Capital Management
Illinois
$3.65M -$308K -3,583 -8%
CG
56
Corundum Group
Colorado
$3.59M +$90K +1,047 +3%
CPC
57
Consolidated Planning Corp
Georgia
$3.52M +$205K +2,390 +6%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.24M -$83.9K -976 -3%
SB
59
Simmons Bank
Arkansas
$3.05M +$50.3K +585 +2%
RZH
60
Relyea Zuckerberg Hanson
Connecticut
$3.02M +$4.04K +47 +0.1%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.97M +$295K +3,429 +11%
BWM
62
BigSur Wealth Management
Florida
$2.81M – – –
DWM
63
Destination Wealth Management
California
$2.78M -$170K -1,973 -6%
SWP
64
Stratos Wealth Partners
Ohio
$2.72M -$5.35M -62,296 -67%
RSWM
65
Robertson Stephens Wealth Management
California
$2.69M -$60.3K -702 -2%
SFP
66
Shepherd Financial Partners
Massachusetts
$2.52M -$8.42K -98 -0.3%
CCM
67
Colorado Capital Management
Colorado
$2.49M -$31.9K -371 -2%
FNWM
68
Financial Network Wealth Management
Utah
$2.47M +$23.2K +270 +1%
NA
69
NewEdge Advisors
Louisiana
$2.46M +$1.13M +13,152 +89%
Creative Planning
70
Creative Planning
Kansas
$2.45M -$647K -7,534 -21%
BONH
71
Bank of New Hampshire
New Hampshire
$2.45M -$330K -3,840 -12%
CG
72
Colony Group
Massachusetts
$2.37M -$160K -1,863 -6%
GC
73
Grimes & Company
Massachusetts
$2.36M +$153K +1,782 +7%
WTC
74
WhitTier Trust Company
Nevada
$2.28M -$978K -11,379 -30%
CAN
75
Cetera Advisor Networks
California
$2.22M -$214K -2,493 -9%
1 2
3
4 5

SUSA Hedge Fund Activity: Q1 2023 in Review

428 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2023, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SUSA positions and 29 closed out — a net gain of 11 holders — while 147 added to existing stakes and 136 trimmed.

The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $50.8M.

  • 428 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2023, down from 429 in Q4 2022.
  • Funds reported $1.9B of iShares ESG Optimized MSCI USA ETF stock for Q1 2023, down 22% quarter-over-quarter.
  • 40 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2023 and 29 closed out, a net change of +11 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2023 was B. Riley Wealth Advisors, an estimated $4.15M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2023 was Bank of America, an estimated $50.8M sold.

Based on aggregated 13F filings for Q1 2023.