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iShares ESG Optimized MSCI USA ETF
SUSA

458 hedge funds and large institutions have $2.22B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 168 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

6% more capital invested

Capital invested by funds: $2.08B → $2.22B (+$135M)

2% more funds holding

Funds holding: 450 → 458 (+8)

0.45% more ownership

Funds ownership: 59.14% → 59.59% (+0.45%)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

31% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 168

Holders
458
Holders Change
+8
Holders Change %
+1.78%
% of All Funds
6.58%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
31
Increased
116
Reduced
168
Closed
19
Calls
$12K
Puts
$12K
Net Calls
–
Net Calls Change
-$22K

Top Buyers

1
WIA
World Investment Advisors
California
+$22.5M
2
GM
GeoWealth Management
Illinois
+$8.41M
3
ECA
Elevation Capital Advisory
Oregon
+$8.17M
4
AAS
Ameritas Advisory Services
Nebraska
+$4.48M
5
HWA
Hilltop Wealth Advisors
North Carolina
+$3.28M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$26.9M
2
ST
Spinnaker Trust
Maine
-$8.27M
3
FEG
Fund Evaluation Group
Ohio
-$5.21M
4
DADC
D.A. Davidson & Co
Montana
-$4.66M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$192M -$1.14M -9,861 -0.6%
Bank of America
2
Bank of America
North Carolina
$180M -$1.08M -9,360 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$140M -$1.68M -14,565 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$120M -$217K -1,882 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$97.8M -$2.88M -24,977 -3%
ST
6
Spinnaker Trust
Maine
$75.7M -$8.27M -71,703 -10%
UBS Group
7
UBS Group
Switzerland
$70.1M -$396K -3,434 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$69.7M -$3.94M -34,179 -6%
M&T Bank
9
M&T Bank
New York
$61.6M +$390K +3,383 +0.7%
BlackRock
10
BlackRock
New York
$56.4M +$1.13M +9,759 +2%
MWM
11
Mission Wealth Management
California
$55.5M +$1.03M +8,936 +2%
Wells Fargo
12
Wells Fargo
California
$47.7M -$1.06M -9,224 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$46.1M – – –
AA
14
Acorns Advisers
California
$44.6M +$579K +5,023 +1%
LPL Financial
15
LPL Financial
California
$38.1M -$1.03M -8,901 -3%
SRWM
16
Shira Ridge Wealth Management
California
$31.6M -$1.23M -10,658 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28.6M +$3.06M +26,485 +13%
EI
18
Ellevest Inc
New York
$28.2M -$79.9K -693 -0.3%
WIA
19
World Investment Advisors
California
$23.7M +$22.5M +195,314 +9,889%
Betterment LLC
20
Betterment LLC
New York
$22.9M -$312K -2,706 -1%
US Bancorp
21
US Bancorp
Minnesota
$20.5M -$1.2M -10,444 -6%
Truist Financial
22
Truist Financial
North Carolina
$19.1M -$2.62M -22,682 -13%
Mariner
23
Mariner
Kansas
$18.7M +$677K +5,871 +4%
FEG
24
Fund Evaluation Group
Ohio
$18.5M -$5.21M -45,193 -23%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$17.5M +$182K +1,577 +1%
1
2 3 4 5

SUSA Hedge Fund Activity: Q3 2024 in Review

458 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2024, worth a combined $2.22B — up 6.5% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SUSA positions and 19 closed out — a net gain of 12 holders — while 116 added to existing stakes and 168 trimmed.

The largest buyer was World Investment Advisors, adding an estimated $22.5M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $26.9M.

  • 458 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2024, up from 450 in Q2 2024.
  • Funds reported $2.22B of iShares ESG Optimized MSCI USA ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
  • 31 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2024 and 19 closed out, a net change of +12 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2024 was World Investment Advisors, an estimated $22.5M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.