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iShares ESG Optimized MSCI USA ETF
SUSA

480 hedge funds and large institutions have $2.26B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 24

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

5% more funds holding

Funds holding: 458 → 480 (+22)

2% more capital invested

Capital invested by funds: $2.22B → $2.26B (+$39.4M)

0.89% more ownership

Funds ownership: 59.59% → 60.48% (+0.89%)

37% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 195

Holders
480
Holders Change
+22
Holders Change %
+4.8%
% of All Funds
6.32%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
52
Increased
123
Reduced
195
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.1M
2
ASN
Advisory Services Network
Georgia
+$3.97M
3
SA
Stewardship Advisors
Pennsylvania
+$3.3M
4
GIP
Granite Investment Partners
California
+$2.69M
5
Truist Financial
Truist Financial
North Carolina
+$2.49M

Top Sellers

1
GM
GeoWealth Management
Illinois
-$8.94M
2
ECA
Elevation Capital Advisory
Oregon
-$8.53M
3
AAS
Ameritas Advisory Services
Nebraska
-$4.75M
4
KWM
Kingsview Wealth Management
Oregon
-$4.3M
5
UBS Group
UBS Group
Switzerland
-$3.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$196M +$2.36M +19,255 +1%
Bank of America
2
Bank of America
North Carolina
$181M -$685K -5,587 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$139M -$2.25M -18,378 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$122M +$614K +5,003 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$95.5M -$3.29M -26,802 -3%
ST
6
Spinnaker Trust
Maine
$75.8M -$675K -5,499 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$70.8M +$419K +3,419 +0.6%
UBS Group
8
UBS Group
Switzerland
$67.2M -$3.61M -29,434 -5%
M&T Bank
9
M&T Bank
New York
$63.9M +$1.63M +13,279 +3%
BlackRock
10
BlackRock
New York
$58.3M +$1.34M +10,931 +2%
MWM
11
Mission Wealth Management
California
$56.1M +$20.6K +168 +0%
Wells Fargo
12
Wells Fargo
California
$46.9M -$1.32M -10,746 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$46.8M +$196K +1,601 +0.4%
AA
14
Acorns Advisers
California
$45.3M +$265K +2,158 +0.6%
Raymond James Financial
15
Raymond James Financial
Florida
$44.7M +$45.1M +368,019 New
LPL Financial
16
LPL Financial
California
$37.7M -$778K -6,341 -2%
SRWM
17
Shira Ridge Wealth Management
California
$32.1M +$174K +1,420 +0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$31M +$2.17M +17,650 +7%
EI
19
Ellevest Inc
New York
$28.4M -$106K -867 -0.4%
WIA
20
World Investment Advisors
California
$22.7M -$1.34M -10,953 -6%
Betterment LLC
21
Betterment LLC
New York
$22.5M -$577K -4,702 -2%
Truist Financial
22
Truist Financial
North Carolina
$21.7M +$2.49M +20,301 +13%
US Bancorp
23
US Bancorp
Minnesota
$19.9M -$795K -6,480 -4%
Mariner
24
Mariner
Kansas
$19.7M +$868K +7,075 +5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$18.3M +$607K +4,951 +3%
1
2 3 4 5

SUSA Hedge Fund Activity: Q4 2024 in Review

480 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2024, worth a combined $2.26B — up 1.8% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SUSA positions and 24 closed out — a net gain of 28 holders — while 123 added to existing stakes and 195 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $4.1M. The largest seller was GeoWealth Management, cutting an estimated $8.94M.

  • 480 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2024, up from 458 in Q3 2024.
  • Funds reported $2.26B of iShares ESG Optimized MSCI USA ETF stock for Q4 2024, up 1.8% quarter-over-quarter.
  • 52 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2024 and 24 closed out, a net change of +28 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2024 was Mercer Global Advisors, an estimated $4.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2024 was GeoWealth Management, an estimated $8.94M sold.

Based on aggregated 13F filings for Q4 2024.