We are live on ! Find out more
SUSA icon

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
JP Morgan Chase
1
JP Morgan Chase
New York
$180M -$2.32M -21,437 -1%
Bank of America
2
Bank of America
North Carolina
$169M -$3.63M -33,481 -2%
Morgan Stanley
3
Morgan Stanley
New York
$132M -$1.39M -12,825 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$112M -$1.37M -12,600 -1%
Ameriprise
5
Ameriprise
Minnesota
$94.1M -$4.03M -37,186 -4%
ST
6
Spinnaker Trust
Maine
$78.7M -$11.7M -107,895 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$68.9M +$1.08M +9,990 +2%
UBS Group
8
UBS Group
Switzerland
$65.8M -$1.41M -13,010 -2%
M&T Bank
9
M&T Bank
New York
$57.2M -$963K -8,883 -2%
BlackRock
10
BlackRock
New York
$51.6M +$789K +7,279 +2%
MWM
11
Mission Wealth Management
California
$50.8M -$2.84M -26,182 -5%
Wells Fargo
12
Wells Fargo
California
$45.6M -$1.62M -14,923 -4%
Deutsche Bank
13
Deutsche Bank
Germany
$43.1M
AA
14
Acorns Advisers
California
$41.1M +$1.06M +9,816 +3%
LPL Financial
15
LPL Financial
California
$36.6M -$395K -3,640 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$34.2M +$364K +3,363 +1%
SRWM
17
Shira Ridge Wealth Management
California
$30.7M -$180K -1,660 -0.6%
EI
18
Ellevest Inc
New York
$26.4M +$175K +1,615 +0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23.7M -$683K -6,303 -3%
FEG
20
Fund Evaluation Group
Ohio
$22.3M -$492K -4,541 -2%
Betterment LLC
21
Betterment LLC
New York
$21.7M -$731K -6,741 -3%
Truist Financial
22
Truist Financial
North Carolina
$20.4M -$10.9K -101 -0.1%
US Bancorp
23
US Bancorp
Minnesota
$20.3M -$2.87M -26,489 -13%
Mariner
24
Mariner
Kansas
$16.8M +$1.15M +10,575 +8%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$16.2M +$340K +3,133 +2%

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.