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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
Allianz Asset Management
76
Allianz Asset Management
Germany
$2.42M -$2.31M -25,000 -50%
SFP
77
Shepherd Financial Partners
Massachusetts
$2.31M +$27.6K +298 +1%
CAC
78
Core Alternative Capital
Georgia
$2.26M +$1.21M +13,105 +124%
William Blair & Company
79
William Blair & Company
Illinois
$2.2M +$14K +151 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$2.2M -$29.6K -320 -1%
SB
81
Simmons Bank
Arkansas
$2.12M +$2.05M +22,215 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
RG
83
Rathbones Group
United Kingdom
$2.09M -$60.1K -650 -3%
DAS
84
Dynamic Advisor Solutions
Arizona
$2.07M +$306K +3,313 +18%
VWA
85
VERITY Wealth Advisors
United States
$2.06M – – –
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$1.98M – – –
EWM
87
Evercore Wealth Management
New York
$1.98M – – –
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$1.96M +$1.9M +20,546 New
CWM
89
Cornerstone Wealth Management
Missouri
$1.94M -$462 -5 -0%
HB
90
Homrich & Berg
Georgia
$1.93M -$23.5K -254 -1%
CPFP
91
Clear Perspectives Financial Planning
Ohio
$1.91M +$86.6K +936 +5%
SWA
92
SOA Wealth Advisors
New York
$1.91M +$1.31M +14,138 +242%
KAS
93
Kestra Advisory Services
Texas
$1.9M +$626K +6,773 +52%
MCM
94
Manchester Capital Management
Vermont
$1.89M – – –
SCA
95
Snowden Capital Advisors
New York
$1.85M +$11.8K +128 +0.7%
AIP
96
Ameritas Investment Partners
Nebraska
$1.84M -$48.1K -520 -3%
MMA
97
Miracle Mile Advisors
California
$1.84M +$618K +6,680 +53%
CB
98
Commerce Bank
Missouri
$1.79M +$30.1K +325 +2%
BAAM
99
Baker Avenue Asset Management
California
$1.78M +$288K +3,112 +20%
HI
100
Harbour Investments
Wisconsin
$1.78M -$2.59K -28 -0.2%
2 3
4
5 6

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.