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iShares ESG Optimized MSCI USA ETF
SUSA

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374 → 388 (+14)

1.35% less ownership

Funds ownership: 56.5% → 55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$42.4M
2
Bank of America
Bank of America
North Carolina
+$17.5M
3
Ameriprise
Ameriprise
Minnesota
+$13.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.86M
5
BHB
Bank Hapoalim BM
Israel
+$8.44M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$12.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
3
Goldman Sachs
Goldman Sachs
New York
-$2.08M
4
Betterment LLC
Betterment LLC
New York
-$1.76M
5
TA
Tiedemann Advisors
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
101
Baker Avenue Asset Management
California
$1.81M +$26.2K +265 +1%
MA
102
Mutual Advisors
Nebraska
$1.81M +$137K +1,388 +8%
Stifel Financial
103
Stifel Financial
Missouri
$1.77M +$65.7K +665 +4%
CCA
104
Cobblestone Capital Advisors
New York
$1.76M – – –
PCG
105
Private Capital Group
Connecticut
$1.75M – – –
AWS
106
AJ Wealth Strategies
New York
$1.74M – – –
SPC
107
Sigma Planning Corp
Michigan
$1.71M +$265K +2,679 +18%
LGWM
108
Litman Gregory Wealth Management
California
$1.67M +$1.57M +15,869 +1,009%
SIM
109
Seaview Investment Managers
Florida
$1.67M +$1.72M +17,434 New
FIG
110
FundX Investment Group
California
$1.57M – – –
CA
111
Cetera Advisors
Colorado
$1.49M +$396K +4,009 +35%
WAG
112
Winthrop Advisory Group
Massachusetts
$1.49M +$72.6K +735 +5%
RWM
113
Ritholtz Wealth Management
New York
$1.47M +$71.2K +721 +5%
CG
114
Colony Group
Massachusetts
$1.47M -$44.4K -449 -3%
PPA
115
Parametric Portfolio Associates
Washington
$1.45M +$78.1K +790 +6%
UCFA
116
United Capital Financial Advisors
Texas
$1.44M +$99 +1 +0%
BIA
117
Bigelow Investment Advisors
Maine
$1.44M +$244K +2,468 +20%
CPIG
118
Chicago Partners Investment Group
Illinois
$1.38M – – –
TF
119
TIAA FSB
Florida
$1.36M -$3.46K -35 -0.2%
FCH
120
Freestone Capital Holdings
Washington
$1.35M -$85.8K -868 -6%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$1.33M -$682K -6,904 -33%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$1.33M +$27.3K +276 +2%
EWM
123
Evercore Wealth Management
New York
$1.32M -$687K -6,950 -34%
GAM
124
Gould Asset Management
California
$1.32M -$14.8K -150 -1%
BFA
125
Bluestem Financial Advisors
Illinois
$1.32M – – –
3 4
5
6 7

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.