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iShares ESG Optimized MSCI USA ETF
SUSA

445 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 16

97% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 91

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

44% more capital invested

Capital invested by funds: $2.03B → $2.92B (+$894M)

15% more funds holding

Funds holding: 388 → 445 (+57)

5.54% more ownership

Funds ownership: 55.15% → 60.68% (+5.5%)

Holders
445
Holders Change
+57
Holders Change %
+14.69%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$288M
2
JP Morgan Chase
JP Morgan Chase
New York
+$41M
3
TCM
Tradewinds Capital Management
Washington
+$28.3M
4
Bank of America
Bank of America
North Carolina
+$24.9M
5
RJA
Raymond James & Associates
Florida
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$8.11M
2
HT
HAP Trading
New York
-$3.83M
3
PSUF
People's United Financial
Connecticut
-$2.78M
4
LNWTC
Laird Norton Wetherby Trust Company
Washington
-$2.6M
5
SA
Stewardship Advisors
Pennsylvania
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$3.46M +$2.87M +27,910 +594%
RP
77
Riverbridge Partners
Minnesota
$3.44M +$3.33M +32,425 New
BWM
78
BigSur Wealth Management
Florida
$3.4M – – –
HPWM
79
Highland Private Wealth Management
Washington
$3.31M -$17.5K -170 -0.5%
DWM
80
Destination Wealth Management
California
$2.99M +$193K +1,875 +7%
MIAN
81
Mariner Independent Advisor Network
Kansas
$2.96M +$21K +204 +0.7%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.95M +$2.42M +23,500 +552%
CCM
83
Colorado Capital Management
Colorado
$2.94M -$32.8K -319 -1%
FAIM
84
Financial Advocates Investment Management
Washington
$2.89M +$1.7M +16,561 New
CPFP
85
Clear Perspectives Financial Planning
Ohio
$2.89M +$134K +1,304 +5%
BWM
86
Bulltick Wealth Management
Florida
$2.89M +$1.45M +14,073 +107%
SFP
87
Shepherd Financial Partners
Massachusetts
$2.85M +$127K +1,236 +5%
Creative Planning
88
Creative Planning
Kansas
$2.85M +$5.45K +53 +0.2%
RF
89
Resolute Financial
Massachusetts
$2.82M +$2.73M +26,539 New
Bank Julius Baer & Co
90
Bank Julius Baer & Co
Switzerland
$2.79M -$1.29M -12,568 -32%
B
91
Bailard
California
$2.78M -$47.9K -466 -2%
WTC
92
WhitTier Trust Company
Nevada
$2.7M +$9.87K +96 +0.4%
IFAM
93
Institutional & Family Asset Management
Colorado
$2.68M -$72.9K -709 -3%
Citigroup
94
Citigroup
New York
$2.56M +$180K +1,748 +8%
SB
95
Simmons Bank
Arkansas
$2.53M +$18.7K +182 +0.8%
SPIA
96
Steward Partners Investment Advisory
New York
$2.53M -$11.1K -108 -0.5%
William Blair & Company
97
William Blair & Company
Illinois
$2.51M +$8.12K +79 +0.3%
LFASL
98
Lugano Financial Advisors SA (LFA)
Switzerland
$2.5M -$350K -3,402 -13%
MIA
99
MMBG Investment Advisors
Florida
$2.49M +$2.41M +23,430 New
KAS
100
Kestra Advisory Services
Texas
$2.45M -$214K -2,083 -8%
2 3
4
5 6

SUSA Hedge Fund Activity: Q4 2021 in Review

445 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2021, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SUSA positions and 16 closed out — a net gain of 64 holders — while 179 added to existing stakes and 91 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $288M. The largest seller was Private Advisor Group, cutting an estimated $8.11M.

  • 445 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2021, up from 388 in Q3 2021.
  • Funds reported $2.92B of iShares ESG Optimized MSCI USA ETF stock for Q4 2021, up 44% quarter-over-quarter.
  • 80 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2021 and 16 closed out, a net change of +64 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $288M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2021 was Private Advisor Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q4 2021.