iShares ESG Optimized MSCI USA ETF
SUSA
460 hedge funds and large institutions have $2.23B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 168 reducing their positions, and 19 closing their positions.
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)
7% more capital invested
Capital invested by funds: $2.08B → $2.23B (+$148M)
2% more funds holding
Funds holding: 452 → 460 (+8)
0.45% more ownership
Funds ownership: 59.17% → 59.62% (+0.45%)
0% more call options, than puts
Call options by funds: $12K | Put options by funds: $12K
30% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 168
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$22.5M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$8.41M |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$8.17M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$4.48M |
| 5 |
HWA
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$26.9M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$8.27M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$5.21M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$4.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.94M |
SUSA Hedge Fund Activity: Q3 2024 in Review
460 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2024, worth a combined $2.23B — up 7.1% 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 117 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.
- 460 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2024, up from 452 in Q2 2024.
- Funds reported $2.23B of iShares ESG Optimized MSCI USA ETF stock for Q3 2024, up 7.1% 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.