iShares ESG Optimized MSCI USA ETF
SUSA
395 hedge funds and large institutions have $1.7B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 35 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 121
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.27% less ownership
Funds ownership: 57.4% → 57.12% (-0.27%)
5% less funds holding
Funds holding: 416 → 395 (-21)
8% less capital invested
Capital invested by funds: $1.86B → $1.7B (-$156M)
43% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Garde Capital
Seattle,
Washington
|
+$3.23M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$3.15M |
| 3 |
AA
Acorns Advisers
Irvine,
California
|
+$2.33M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
+$2.19M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.7M |
| 2 |
ST
Spinnaker Trust
Portland,
Maine
|
-$10.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.73M |
| 4 |
Morgan Stanley
New York
|
-$4.95M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWC
426
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$22.8K | -280 | Closed |
|
|
MAM
427
Meeder Asset Management
Dublin,
Ohio
| – | -$13K | -166 | Closed |
|
|
FFC
428
Fure Financial Corporation
Bloomington,
Minnesota
| – | -$11K | -146 | Closed |
|
|
AW
429
ACG Wealth
Atlanta,
Georgia
| – | -$4K | -52 | Closed |
|
430
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$4K | -44 | Closed |
|
SUSA Hedge Fund Activity: Q3 2022 in Review
395 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2022, worth a combined $1.7B — down 8.4% from $1.86B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of SUSA and 20 opened new positions — a net loss of 15 holders — while 121 trimmed existing stakes and 138 added.
The largest buyer was Garde Capital, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $11.7M.
- 395 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2022, down from 416 in Q2 2022.
- Funds reported $1.7B of iShares ESG Optimized MSCI USA ETF stock for Q3 2022, down 8.4% quarter-over-quarter.
- 20 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2022 and 35 closed out, a net change of -15 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2022 was Garde Capital, an estimated $3.23M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2022 was Bank of America, an estimated $11.7M sold.
Based on aggregated 13F filings for Q3 2022.