iShares ESG Optimized MSCI USA ETF
SUSA
374 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
76% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 86
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
11% more capital invested
Capital invested by funds: $1.68B → $1.87B (+$188M)
6% more funds holding
Funds holding: 353 → 374 (+21)
1.17% less ownership
Funds ownership: 57.67% → 56.5% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$42.1M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$21.1M |
| 3 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$15.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.7M |
| 5 |
DP
Divergent Planning
Bethesda,
Maryland
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$111M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$10.1M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$6.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6.24M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.4M |
SUSA Hedge Fund Activity: Q2 2021 in Review
374 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2021, worth a combined $1.87B — up 11% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SUSA positions and 13 closed out — a net gain of 28 holders — while 151 added to existing stakes and 86 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $42.1M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $111M.
- 374 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2021, up from 353 in Q1 2021.
- Funds reported $1.87B of iShares ESG Optimized MSCI USA ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 41 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2021 and 13 closed out, a net change of +28 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $42.1M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2021 was Varma Mutual Pension Insurance Co, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2021.