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iShares ESG Optimized MSCI USA ETF

374 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 13

76% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 86

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $1.68B → $1.87B (+$188M)

6% more funds holding

Funds holding: 353374 (+21)

1.17% less ownership

Funds ownership: 57.67%56.5% (-1.2%)

Holders
374
Holders Change
+21
Holders Change %
+5.95%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
Net Calls
+$14.3M
Net Calls Change
+$5.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$217M +$5.87M +63,450 +3%
JP Morgan Chase
2
JP Morgan Chase
New York
$206M +$42.1M +455,256 +27%
Morgan Stanley
3
Morgan Stanley
New York
$180M +$2.65M +28,673 +2%
ST
4
Spinnaker Trust
Maine
$99.4M +$867K +9,375 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$80.6M +$5.75M +62,127 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$78.2M +$6.29M +67,988 +9%
UBS Group
7
UBS Group
Switzerland
$64.6M -$6.24M -67,490 -9%
Wells Fargo
8
Wells Fargo
California
$61.9M +$1.51M +16,311 +3%
LPL Financial
9
LPL Financial
California
$58.1M +$2.47M +26,750 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$46M +$2.51M +27,101 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$44.1M +$968K +10,463 +2%
M&T Bank
12
M&T Bank
New York
$32M +$1.44M +15,545 +5%
Betterment LLC
13
Betterment LLC
New York
$27.5M -$1.76M -19,065 -6%
VMPIC
14
Varma Mutual Pension Insurance Co
Finland
$26.7M -$111M -1,200,000 -81%
MWM
15
Mission Wealth Management
California
$26.7M +$1.75M +18,881 +7%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$25M +$21.1M +228,100 +675%
BlackRock
17
BlackRock
New York
$23.1M +$5.12M +55,312 +30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22.3M +$1.54M +16,657 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$20.9M
Truist Financial
20
Truist Financial
North Carolina
$19.7M -$442K -4,774 -2%
EI
21
Ellevest Inc
New York
$16.7M +$2M +21,628 +14%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$15.6M +$15.1M +163,007 New
MD
23
Money Design
Japan
$14M +$384K +4,157 +3%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$13.7M +$632K +6,834 +5%
AWM
25
AE Wealth Management
Kansas
$12.1M +$11.7M +126,544 New

SUSA Hedge Fund Activity: Q2 2021 in Review

374 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2021, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SUSA positions and 13 closed out — a net gain of 28 holders — while 151 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $111M.

  • 374 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2021, up from 353 in Q1 2021.
  • Funds reported $1.87B of iShares ESG Optimized MSCI USA ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 41 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2021 and 13 closed out, a net change of +28 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $42.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2021 was Varma Mutual Pension Insurance Co, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2021.