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iShares ESG Optimized MSCI USA ETF
SUSA

429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

244% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 18

42% more capital invested

Capital invested by funds: $1.7B → $2.42B (+$721M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 395 → 429 (+34)

2.14% more ownership

Funds ownership: 57.12% → 59.26% (+2.1%)

3% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 131

Holders
429
Holders Change
+34
Holders Change %
+8.61%
% of All Funds
6.9%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$30.3M
2
RJA
Raymond James & Associates
Florida
+$26.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.34M
4
BlackRock
BlackRock
New York
+$8.3M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.77M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$21.7M
2
Morgan Stanley
Morgan Stanley
New York
-$20.4M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$8.2M
4
Osaic Holdings
Osaic Holdings
Arizona
-$6.67M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
126
Sowell Financial Services
Arkansas
$1.16M +$1.16M +14,044 New
RG
127
Rathbones Group
United Kingdom
$1.15M – – –
CA
128
Cetera Advisors
Colorado
$1.15M +$65.8K +799 +6%
IFAM
129
Institutional & Family Asset Management
Colorado
$1.14M -$1.09M -13,225 -49%
EWM
130
Evercore Wealth Management
New York
$1.11M +$8.24K +100 +0.7%
Jane Street
131
Jane Street
New York
$1.09M +$707K +8,588 +187%
FWM
132
Fingerlakes Wealth Management
New York
$1.08M -$13.3K -162 -1%
Brown Advisory
133
Brown Advisory
Maryland
$1.08M +$1.08M +13,082 New
UCFA
134
United Capital Financial Advisors
Texas
$1.08M – – –
LNC
135
Lincoln National Corp
Pennsylvania
$1.07M -$123K -1,490 -10%
Cerity Partners
136
Cerity Partners
New York
$1.06M -$242K -2,933 -37%
EH
137
Equitable Holdings
New York
$1.06M +$22.2K +270 +2%
RCA
138
Resonant Capital Advisors
Wisconsin
$1.04M – – –
DC
139
Destiny Capital
Colorado
$1.03M +$965K +11,715 New
FCH
140
Freestone Capital Holdings
Washington
$1.03M -$5.85K -71 -0.6%
APP
141
Avantax Planning Partners
Iowa
$1.03M -$32.9K -400 -3%
CCFM
142
Clear Creek Financial Management
Washington
$1.01M -$4.28K -52 -0.4%
SS
143
Sound Stewardship
Kansas
$1M +$1.01M +12,208 New
Mercer Global Advisors
144
Mercer Global Advisors
Colorado
$994K +$136K +1,650 +16%
BPA
145
Beacon Pointe Advisors
California
$992K -$105K -1,270 -10%
TF
146
TIAA FSB
Florida
$983K -$84.1K -1,021 -8%
BFA
147
Bluestem Financial Advisors
Illinois
$977K +$494 +6 +0.1%
AA
148
Addison Advisors
Vermont
$975K +$14.4K +175 +1%
GT
149
Glenview Trust
Kentucky
$969K – – –
AWM
150
Aprio Wealth Management
Georgia
$967K +$495K +6,007 +105%
4 5
6
7 8

SUSA Hedge Fund Activity: Q4 2022 in Review

429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.

The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.

  • 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
  • Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
  • 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.

Based on aggregated 13F filings for Q4 2022.