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iShares ESG Optimized MSCI USA ETF

388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 14

120% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 76

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9% more capital invested

Capital invested by funds: $1.87B → $2.03B (+$161M)

4% more funds holding

Funds holding: 374388 (+14)

1.35% less ownership

Funds ownership: 56.5%55.15% (-1.4%)

Holders
388
Holders Change
+14
Holders Change %
+3.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
Net Calls
+$15M
Net Calls Change
+$650K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$248M +$42.4M +429,436 +20%
Bank of America
2
Bank of America
North Carolina
$235M +$17.5M +176,901 +8%
Morgan Stanley
3
Morgan Stanley
New York
$191M +$9.86M +99,834 +5%
ST
4
Spinnaker Trust
Maine
$101M +$984K +9,956 +1%
Ameriprise
5
Ameriprise
Minnesota
$94.5M +$13.5M +136,562 +16%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$82M +$3.59M +36,365 +4%
UBS Group
7
UBS Group
Switzerland
$63.9M -$1.03M -10,448 -2%
Wells Fargo
8
Wells Fargo
California
$62.9M +$800K +8,099 +1%
LPL Financial
9
LPL Financial
California
$59.8M +$1.51M +15,299 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.4M +$3.27M +33,141 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.1M +$3.88M +39,319 +9%
M&T Bank
12
M&T Bank
New York
$32.2M +$6.13K +62 +0%
MWM
13
Mission Wealth Management
California
$27.8M +$1.06M +10,680 +4%
VMPIC
14
Varma Mutual Pension Insurance Co
Finland
$26.8M
Betterment LLC
15
Betterment LLC
New York
$25.9M -$1.76M -17,844 -6%
BlackRock
16
BlackRock
New York
$25.8M +$2.7M +27,324 +11%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$25.1M
Deutsche Bank
18
Deutsche Bank
Germany
$24.5M +$3.69M +37,343 +17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$24M +$1.57M +15,933 +7%
Truist Financial
20
Truist Financial
North Carolina
$19.9M +$108K +1,098 +0.5%
PAG
21
Private Advisor Group
New Jersey
$19.5M +$7.89M +79,873 +65%
EI
22
Ellevest Inc
New York
$18.2M +$1.42M +14,374 +8%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$16.2M +$2.51M +25,397 +18%
MD
24
Money Design
Japan
$15.7M +$1.76M +17,840 +12%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$15.7M +$24.5K +248 +0.2%

SUSA Hedge Fund Activity: Q3 2021 in Review

388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.

  • 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
  • Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2021.