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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
PSC
176
Prentiss Smith & Co
Vermont
$556K – – –
GSWM
177
Greenup Street Wealth Management
Michigan
$549K +$187K +2,196 +44%
SPIA
178
Steward Partners Investment Advisory
New York
$541K -$513K -6,034 -46%
AWA
179
Arete Wealth Advisors
Illinois
$532K -$26.5K -312 -4%
MFA
180
McClarren Financial Advisors
Pennsylvania
$526K +$2.89K +34 +0.5%
TIA
181
Traphagen Investment Advisors
New Jersey
$526K +$244K +2,867 +71%
AWS
182
Atria Wealth Solutions
New York
$515K -$310K -3,650 -35%
WF
183
Warner Financial
Maryland
$513K – – –
CAM
184
Carret Asset Management
New York
$512K – – –
SWA
185
Sax Wealth Advisors
New Jersey
$510K – – –
WA
186
Wealth Alliance
New York
$506K +$567K +6,668 New
EDRIA
187
Edmonds Duncan Registered Investment Advisors
Kansas
$503K – – –
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$501K – – –
HBT
189
Hills Bank & Trust
Iowa
$501K +$561K +6,600 New
MGWM
190
Marks Group Wealth Management
Minnesota
$500K – – –
TAM
191
Trillium Asset Management
Massachusetts
$497K – – –
LF
192
Lantz Financial
Illinois
$496K +$556K +6,531 New
WFA
193
West Financial Advisors
Iowa
$491K – – –
SAS
194
Sanford Advisory Services
Michigan
$487K +$12.8K +151 +2%
BJL
195
Brighton Jones LLC
Washington
$478K -$20.3K -239 -4%
WWM
196
WJ Wealth Management
Arizona
$478K – – –
PFA
197
Pathway Financial Advisors
Vermont
$477K +$114K +1,341 +27%
RIA
198
Regal Investment Advisors
Michigan
$468K +$525K +6,170 New
MIA
199
MMBG Investment Advisors
Florida
$462K +$177K +2,085 +52%
MFG
200
Monumental Financial Group
Maryland
$461K -$66.3K -780 -11%
6 7
8
9 10

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.