We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

395 hedge funds and large institutions have $1.7B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.27% less ownership

Funds ownership: 57.4% → 57.12% (-0.27%)

5% less funds holding

Funds holding: 416 → 395 (-21)

8% less capital invested

Capital invested by funds: $1.86B → $1.7B (-$156M)

43% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 35

Holders
395
Holders Change
-21
Holders Change %
-5.05%
% of All Funds
6.8%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
20
Increased
138
Reduced
121
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Garde Capital
Washington
+$3.23M
2
5L
55I LLC
Massachusetts
+$3.15M
3
AA
Acorns Advisers
California
+$2.33M
4
ADL
Asset Dedication LLC
California
+$2.19M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.7M
2
ST
Spinnaker Trust
Maine
-$10.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.73M
4
Morgan Stanley
Morgan Stanley
New York
-$4.95M
5
Ameriprise
Ameriprise
Minnesota
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
76
Bailard
California
$2.01M +$26.5K +312 +1%
MMA
77
Miracle Mile Advisors
California
$1.99M +$178K +2,092 +9%
ADL
78
Asset Dedication LLC
California
$1.95M +$2.19M +25,728 New
GC
79
Grimes & Company
Massachusetts
$1.94M -$216K -2,543 -9%
KAS
80
Kestra Advisory Services
Texas
$1.91M +$44.1K +519 +2%
PFO
81
Pathstone Family Office
New Jersey
$1.86M +$956K +11,244 +85%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.81M +$84.4K +992 +4%
William Blair & Company
83
William Blair & Company
Illinois
$1.78M +$851 +10 +0%
RF
84
Resolute Financial
Massachusetts
$1.73M -$104K -1,220 -5%
RSWM
85
Robertson Stephens Wealth Management
California
$1.72M -$229K -2,692 -11%
VWA
86
VERITY Wealth Advisors
United States
$1.71M – – –
HSBC Holdings
87
HSBC Holdings
United Kingdom
$1.69M -$362K -4,260 -16%
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$1.67M – – –
LNB
89
Ledyard National Bank
$1.63M -$3.4K -40 -0.2%
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$1.6M – – –
CCA
91
Cobblestone Capital Advisors
New York
$1.58M +$213K +2,505 +14%
Citigroup
92
Citigroup
New York
$1.52M -$185K -2,179 -10%
CAM
93
Cresset Asset Management
Illinois
$1.51M -$2.55K -30 -0.2%
Bank Julius Baer & Co
94
Bank Julius Baer & Co
Switzerland
$1.5M -$19.1K -224 -1%
ASN
95
Advisory Services Network
Georgia
$1.5M +$248K +2,915 +17%
WANY
96
Wealthspire Advisors (New York)
New York
$1.48M +$1.65M +19,441 New
CB
97
Commerce Bank
Missouri
$1.47M -$17K -200 -1%
CWM
98
Cornerstone Wealth Management
Missouri
$1.45M -$54.6K -642 -3%
HI
99
Harbour Investments
Wisconsin
$1.44M – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.41M -$983K -11,555 -38%
2 3
4
5 6

SUSA Hedge Fund Activity: Q3 2022 in Review

395 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2022, worth a combined $1.7B — down 8.4% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SUSA and 20 opened new positions — a net loss of 15 holders — while 121 trimmed existing stakes and 138 added.

The largest buyer was Garde Capital, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $11.7M.

  • 395 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2022, down from 416 in Q2 2022.
  • Funds reported $1.7B of iShares ESG Optimized MSCI USA ETF stock for Q3 2022, down 8.4% quarter-over-quarter.
  • 20 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2022 and 35 closed out, a net change of -15 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2022 was Garde Capital, an estimated $3.23M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2022 was Bank of America, an estimated $11.7M sold.

Based on aggregated 13F filings for Q3 2022.