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iShares ESG Optimized MSCI USA ETF

432 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $1.9B → $2.21B (+$312M)

7.87% more ownership

Funds ownership: 58.57%66.43% (+7.9%)

1% more funds holding

Funds holding: 428432 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 144

Holders
432
Holders Change
+4
Holders Change %
+0.93%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$299M +$6.53M +73,561 +2%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$220M +$209M +2,350,000 New
Bank of America
3
Bank of America
North Carolina
$167M -$16.9M -190,502 -10%
Morgan Stanley
4
Morgan Stanley
New York
$113M -$12.6M -142,325 -11%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M +$5.39M +60,653 +6%
Ameriprise
6
Ameriprise
Minnesota
$83.6M +$364K +4,097 +0.5%
ST
7
Spinnaker Trust
Maine
$76.6M -$962K -10,833 -1%
UBS Group
8
UBS Group
Switzerland
$61.1M -$2.82M -31,746 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.6M +$5.01M +56,403 +10%
M&T Bank
10
M&T Bank
New York
$50M -$453K -5,103 -0.9%
Wells Fargo
11
Wells Fargo
California
$47.6M -$3.43M -38,623 -7%
BlackRock
12
BlackRock
New York
$43.4M +$596K +6,709 +1%
MWM
13
Mission Wealth Management
California
$40.1M +$1.54M +17,284 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$36.4M -$6.11M -68,768 -15%
Deutsche Bank
15
Deutsche Bank
Germany
$35.1M -$66.4K -747 -0.2%
AA
16
Acorns Advisers
California
$31M +$1.4M +15,771 +5%
LPL Financial
17
LPL Financial
California
$30.6M -$1.76M -19,786 -6%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$27M +$33M +371,118 +34,458%
EI
19
Ellevest Inc
New York
$24.6M +$354K +3,990 +2%
SRWM
20
Shira Ridge Wealth Management
California
$24M +$249K +2,799 +1%
MD
21
Money Design
Japan
$21.4M -$9.32M -104,950 -31%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.4M -$1.81M -20,405 -8%
Betterment LLC
23
Betterment LLC
New York
$20.8M -$707K -7,958 -3%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$18.5M -$1.91M -21,522 -10%
Truist Financial
25
Truist Financial
North Carolina
$18.1M -$684K -7,704 -4%

SUSA Hedge Fund Activity: Q2 2023 in Review

432 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2023, worth a combined $2.21B — up 16% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSA positions and 23 closed out — a net gain of 8 holders — while 141 added to existing stakes and 144 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $209M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $32.9M sold.

  • 432 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2023, up from 428 in Q1 2023.
  • Funds reported $2.21B of iShares ESG Optimized MSCI USA ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 31 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2023 and 23 closed out, a net change of +8 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $209M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2023.