iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
415 hedge funds and large institutions have $1.86B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 174 increasing their positions, 112 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
62% less funds holding in top 10
Funds holding in top 10: 13 → 5 (-8)
Holders
415
Holding in Top 10
5
Calls
–
Puts
–
Top Buyers
| 1 | +$14.2M | |
| 2 | +$9.88M | |
| 3 | +$5.73M | |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$4.32M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$4.14M |
Top Sellers
| 1 | -$23.8M | |
| 2 | -$20.6M | |
| 3 | -$17.3M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$16.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.8M |