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iShares ESG Optimized MSCI USA ETF
SUSA

453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

0% more funds holding

Funds holding: 453 → 453 (0)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

17.87% less ownership

Funds ownership: 76.51% → 58.65% (-18%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

50% less capital invested

Capital invested by funds: $4.09B → $2.06B (-$2.03B)

Holders
453
Holders Change
–
Holders Change %
0%
% of All Funds
6.53%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
+$6.59M
2
MWM
Mission Wealth Management
California
+$4.46M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.37M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.35M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.3M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JP Morgan Chase
JP Morgan Chase
New York
-$175M
3
Morgan Stanley
Morgan Stanley
New York
-$136M
4
Bank of America
Bank of America
North Carolina
-$29.8M
5
RJA
Raymond James & Associates
Florida
-$27.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
201
Glenmede Trust
Pennsylvania
$726K +$27.1K +260 +4%
SDJVC
202
St. Denis J. Villere & Co
Louisiana
$722K -$208K -2,000 -23%
SWA
203
Sax Wealth Advisors
New Jersey
$717K – – –
HCM
204
Hengehold Capital Management
Ohio
$710K +$4.17K +40 +0.6%
APG
205
Abacus Planning Group
South Carolina
$709K +$64.4K +618 +11%
Jane Street
206
Jane Street
New York
$708K +$415K +3,988 +160%
RIS
207
Retirement Income Solutions
Michigan
$702K – – –
SG
208
Sharper & Granite
California
$701K -$31.7K -304 -4%
MWM
209
Modera Wealth Management
New Jersey
$700K -$2.6K -25 -0.4%
SPC
210
Sigma Planning Corp
Michigan
$682K +$233K +2,234 +56%
WF
211
Warner Financial
Maryland
$680K -$27.8K -267 -4%
EDRIA
212
Edmonds Duncan Registered Investment Advisors
Kansas
$680K -$40.9K -393 -6%
HF
213
HRT Financial
New York
$679K +$648K +6,227 New
PCM
214
Parsons Capital Management
Rhode Island
$675K -$4.89K -47 -0.8%
WCM
215
WealthBridge Capital Management
Ohio
$670K +$104 +1 +0%
CCM
216
Coldstream Capital Management
Washington
$659K – – –
PI
217
PFG Investments
New York
$655K +$164K +1,573 +36%
HBT
218
Hills Bank & Trust
Iowa
$648K -$68.8K -661 -10%
GSWM
219
Greenup Street Wealth Management
Michigan
$643K -$99.3K -954 -14%
PMG
220
ProVise Management Group
Florida
$640K -$4.89K -47 -0.8%
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$639K +$361K +3,463 +145%
MCM
222
MAI Capital Management
Ohio
$637K +$221K +2,126 +57%
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$637K -$1.98K -19 -0.3%
EPP
224
ETF Portfolio Partners
Kansas
$632K +$5.73K +55 +1%
TCOV
225
Trust Company of Vermont
Vermont
$622K +$17K +163 +3%
7 8
9
10 11

SUSA Hedge Fund Activity: Q1 2024 in Review

453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.

  • 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
  • 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.

Based on aggregated 13F filings for Q1 2024.