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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
VWA
101
VERITY Wealth Advisors
United States
$2.4M – – –
CAC
102
Core Alternative Capital
Georgia
$2.33M -$72.9K -709 -3%
CWM
103
Cornerstone Wealth Management
Missouri
$2.32M +$125K +1,214 +6%
MMA
104
Miracle Mile Advisors
California
$2.27M +$153K +1,484 +7%
Stifel Financial
105
Stifel Financial
Missouri
$2.27M +$298K +2,898 +16%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$2.24M +$57.6K +560 +3%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2.17M +$2.1M +20,465 New
MCM
108
Manchester Capital Management
Vermont
$2.11M – – –
SCA
109
Snowden Capital Advisors
New York
$2.08M +$8.94K +87 +0.4%
HWM
110
HB Wealth Management
Georgia
$2.08M +$2.01M +19,534 New
DAS
111
Dynamic Advisor Solutions
Arizona
$2.06M -$210K -2,044 -10%
HI
112
Harbour Investments
Wisconsin
$2.04M -$115K -1,119 -6%
CB
113
Commerce Bank
Missouri
$2.03M – – –
SPC
114
Sigma Planning Corp
Michigan
$2M +$102K +991 +6%
RG
115
Rathbones Group
United Kingdom
$1.98M -$185K -1,800 -9%
BAAM
116
Baker Avenue Asset Management
California
$1.97M -$37.8K -368 -2%
AIP
117
Ameritas Investment Partners
Nebraska
$1.97M -$54.6K -531 -3%
AWS
118
AJ Wealth Strategies
New York
$1.92M – – –
FAFN
119
First Affirmative Financial Network
Colorado
$1.91M +$1.51M +14,711 +446%
PCG
120
Private Capital Group
Connecticut
$1.91M -$20.6K -200 -1%
BDFN
121
Bond & Devick Financial Network
Minnesota
$1.84M -$169K -1,640 -9%
LGWM
122
Litman Gregory Wealth Management
California
$1.84M -$9.97K -97 -0.6%
CCA
123
Cobblestone Capital Advisors
New York
$1.84M -$105K -1,021 -6%
CG
124
Colony Group
Massachusetts
$1.83M +$206K +2,006 +13%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$1.75M +$1.43M +13,920 +548%
3 4
5
6 7

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.