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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
GT
201
Glenmede Trust
Pennsylvania
$740K -$7.37K -68 -1%
HCM
202
Hengehold Capital Management
Ohio
$731K +$650 +6 +0.1%
Members Trust
203
Members Trust
Florida
$731K -$37.5K -346 -5%
SG
204
Sharper & Granite
California
$725K -$7.04K -65 -1%
P
205
&Partners
Tennessee
$725K +$500K +4,612 +251%
MG
206
Mather Group
Illinois
$723K +$694K +6,399 +2,807%
TRCT
207
Tower Research Capital (TRC)
New York
$703K +$284K +2,618 +72%
WF
208
Warner Financial
Maryland
$701K +$759 +7 +0.1%
Comerica Bank
209
Comerica Bank
Texas
$699K -$538K -4,963 -44%
PCM
210
Parsons Capital Management
Rhode Island
$685K -$9.1K -84 -1%
CCM
211
Coldstream Capital Management
Washington
$679K
MWM
212
Modera Wealth Management
New Jersey
$673K -$45.4K -419 -7%
HBT
213
Hills Bank & Trust
Iowa
$667K
WCM
214
WealthBridge Capital Management
Ohio
$665K -$23.7K -219 -4%
MCM
215
MAI Capital Management
Ohio
$657K +$1.19K +11 +0.2%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$649K -$8.02K -74 -1%
PMG
217
ProVise Management Group
Florida
$645K -$12.8K -118 -2%
GSWM
218
Greenup Street Wealth Management
Michigan
$643K -$18.1K -167 -3%
BB
219
Bell Bank
North Dakota
$631K -$242K -2,230 -28%
KDA
220
Kraft Davis & Associates
Missouri
$629K +$1.73K +16 +0.3%
SPC
221
Sigma Planning Corp
Michigan
$625K -$74.2K -685 -11%
WFA
222
West Financial Advisors
Iowa
$623K +$37.8K +349 +7%
WDL
223
Well Done LLC
Michigan
$623K +$1.41K +13 +0.2%
TCOV
224
Trust Company of Vermont
Vermont
$622K -$17.7K -163 -3%
BJL
225
Brighton Jones LLC
Washington
$622K +$15.4K +142 +3%

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.