iShares ESG Optimized MSCI USA ETF
SUSA
453 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
0% more funds holding
Funds holding: 453 → 453 (0)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
17.87% less ownership
Funds ownership: 76.51% → 58.65% (-18%)
32% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 184
50% less capital invested
Capital invested by funds: $4.09B → $2.06B (-$2.03B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
+$6.59M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$4.46M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.37M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.35M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$1.83B |
| 2 |
JP Morgan Chase
New York
|
-$175M |
| 3 |
Morgan Stanley
New York
|
-$136M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$29.8M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$27.6M |
SUSA Hedge Fund Activity: Q1 2024 in Review
453 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2024, worth a combined $2.06B — down 50% from $4.09B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SUSA positions and 28 closed out — a net gain of 7 holders — while 126 added to existing stakes and 184 trimmed.
The largest buyer was Steward Partners Investment Advisory, adding an estimated $6.59M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $1.83B sold.
- 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2.06B of iShares ESG Optimized MSCI USA ETF stock for Q1 2024, down 50% quarter-over-quarter.
- 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2024 and 28 closed out, a net change of +7 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $6.59M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $1.83B sold.
Based on aggregated 13F filings for Q1 2024.