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iShares ESG Optimized MSCI USA ETF

450 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more capital invested

Capital invested by funds: $2.06B → $2.08B (+$22.4M)

0.5% more ownership

Funds ownership: 58.65%59.14% (+0.5%)

1% less funds holding

Funds holding: 453450 (-3)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.5%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
178
Closed
25
Calls
$22K
Puts
Net Calls
+$22K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Commerce Bank
Missouri
$2.06M
BAAM
102
Baker Avenue Asset Management
California
$2.03M -$62.6K -578 -3%
CPC
103
Consolidated Planning Corp
Georgia
$2.02M -$2.55M -23,505 -57%
OWA
104
One Wealth Advisors
California
$1.99M +$15.5K +143 +0.8%
Corient Private Wealth
105
Corient Private Wealth
Florida
$1.97M +$434 +4 +0%
NCTC
106
New Covenant Trust Company
Indiana
$1.96M +$31.4K +290 +2%
SFA
107
Sequoia Financial Advisors
Ohio
$1.95M -$25K -231 -1%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$1.94M
OCM
109
One Capital Management
California
$1.86M +$10.1K +93 +0.6%
HWA
110
Hilltop Wealth Advisors
North Carolina
$1.82M -$135K -1,247 -7%
JWCA
111
J.W. Cole Advisors
Florida
$1.79M -$88.3K -815 -5%
OIA
112
OneDigital Investment Advisors
Kansas
$1.79M +$239K +2,202 +16%
FSA
113
Financial Services Advisory
Maryland
$1.78M -$862K -7,958 -33%
SWP
114
Stratos Wealth Partners
Ohio
$1.77M -$260K -2,403 -13%
HWM
115
HB Wealth Management
Georgia
$1.76M +$42.9K +396 +3%
MIA
116
Milestone Investment Advisors
Wisconsin
$1.72M -$87.6K -808 -5%
AWM
117
Aprio Wealth Management
Georgia
$1.71M +$9.54K +88 +0.6%
LGWM
118
Litman Gregory Wealth Management
California
$1.7M
B
119
Birchbrook
Maine
$1.68M -$63.8K -589 -4%
NP
120
NorthRock Partners
Minnesota
$1.67M -$4.77K -44 -0.3%
ECM
121
Evergreen Capital Management
Washington
$1.66M
Renaissance Technologies
122
Renaissance Technologies
New York
$1.65M -$1.76M -16,200 -52%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.65M -$61.9K -571 -4%
WAG
124
Winthrop Advisory Group
Massachusetts
$1.64M +$34K +314 +2%
BIA
125
Bigelow Investment Advisors
Maine
$1.6M -$83.1K -767 -5%

SUSA Hedge Fund Activity: Q2 2024 in Review

450 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.

  • 450 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 453 in Q1 2024.
  • Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2024.