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iShares ESG Optimized MSCI USA ETF
SUSA

353 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 16

114% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 69

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

37% more capital invested

Capital invested by funds: $1.23B → $1.68B (+$455M)

7% more funds holding

Funds holding: 330 → 353 (+23)

4.28% more ownership

Funds ownership: 53.38% → 57.67% (+4.3%)

Holders
353
Holders Change
+23
Holders Change %
+6.97%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$126M
2
JP Morgan Chase
JP Morgan Chase
New York
+$57.4M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$31.6M
4
Morgan Stanley
Morgan Stanley
New York
+$30.9M
5
Bank of America
Bank of America
North Carolina
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$6.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.22M
3
SCA
Snowden Capital Advisors
New York
-$3.27M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
76
VERITY Wealth Advisors
United States
$1.9M – – –
Chevy Chase Trust
77
Chevy Chase Trust
Maryland
$1.82M – – –
EWM
78
Evercore Wealth Management
New York
$1.82M – – –
UCFA
79
United Capital Financial Advisors
Texas
$1.79M +$3.75K +44 +0.2%
HB
80
Homrich & Berg
Georgia
$1.79M -$15.8K -185 -0.9%
CWM
81
Cornerstone Wealth Management
Missouri
$1.78M +$49.8K +584 +3%
MCM
82
Manchester Capital Management
Vermont
$1.74M – – –
AIP
83
Ameritas Investment Partners
Nebraska
$1.74M +$88.2K +1,034 +6%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.71M -$448K -5,251 -21%
SCA
85
Snowden Capital Advisors
New York
$1.69M -$3.27M -38,332 -67%
CPFP
86
Clear Perspectives Financial Planning
Ohio
$1.68M – – –
CCA
87
Cobblestone Capital Advisors
New York
$1.66M +$100K +1,175 +7%
HI
88
Harbour Investments
Wisconsin
$1.64M +$1.59M +18,628 New
BDFN
89
Bond & Devick Financial Network
Minnesota
$1.63M +$48K +563 +3%
PCG
90
Private Capital Group
Connecticut
$1.62M – – –
CB
91
Commerce Bank
Missouri
$1.61M – – –
DAS
92
Dynamic Advisor Solutions
Arizona
$1.61M +$1.17M +13,662 +290%
NAM
93
North American Management
Massachusetts
$1.61M +$85.6K +1,004 +6%
AWS
94
AJ Wealth Strategies
New York
$1.59M – – –
MA
95
Mutual Advisors
Nebraska
$1.52M +$27.1K +318 +2%
VFA
96
Voya Financial Advisors
Connecticut
$1.48M +$65.9K +772 +5%
CG
97
Colony Group
Massachusetts
$1.47M +$124K +1,458 +10%
IFAM
98
Institutional & Family Asset Management
Colorado
$1.45M +$441K +5,169 +46%
LGWM
99
Litman Gregory Wealth Management
California
$1.45M – – –
FIG
100
FundX Investment Group
California
$1.43M – – –
2 3
4
5 6

SUSA Hedge Fund Activity: Q1 2021 in Review

353 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2021, worth a combined $1.68B — up 37% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSA positions and 16 closed out — a net gain of 26 holders — while 148 added to existing stakes and 69 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $126M. The largest seller was Raymond James & Associates, cutting an estimated $6.7M.

  • 353 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2021, up from 330 in Q4 2020.
  • Funds reported $1.68B of iShares ESG Optimized MSCI USA ETF stock for Q1 2021, up 37% quarter-over-quarter.
  • 42 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2021 and 16 closed out, a net change of +26 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2021 was Varma Mutual Pension Insurance Co, an estimated $126M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2021 was Raymond James & Associates, an estimated $6.7M sold.

Based on aggregated 13F filings for Q1 2021.