iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
428 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
22% less capital invested
Capital invested by funds: $2.42B → $1.9B (-$524M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Holders
428
Holding in Top 10
4
Calls
–
Puts
–
Top Buyers
| 1 | +$4.24M | |
| 2 | +$4.03M | |
| 3 | +$3.8M | |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$2.29M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$2.1M |
Top Sellers
| 1 | -$51.9M | |
| 2 | -$42.8M | |
| 3 | -$12.8M | |
| 4 |
Morgan Stanley
New York
|
-$8.97M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.47M |