iShares ESG Optimized MSCI USA ETF
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 29 closing their positions.
38% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 29
8% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 136
0% less funds holding
Funds holding: 429 → 428 (-1)
0.69% less ownership
Funds ownership: 59.26% → 58.57% (-0.69%)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$4.15M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$3.94M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.72M |
| 4 |
AA
Acorns Advisers
Irvine,
California
|
+$2.24M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$41.9M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
-$12.5M |
| 4 |
Morgan Stanley
New York
|
-$8.79M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$5.35M |
SUSA Hedge Fund Activity: Q1 2023 in Review
428 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2023, worth a combined $1.9B — down 22% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SUSA positions and 29 closed out — a net gain of 11 holders — while 147 added to existing stakes and 136 trimmed.
The largest buyer was B. Riley Wealth Advisors, adding an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $50.8M.
- 428 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2023, down from 429 in Q4 2022.
- Funds reported $1.9B of iShares ESG Optimized MSCI USA ETF stock for Q1 2023, down 22% quarter-over-quarter.
- 40 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2023 and 29 closed out, a net change of +11 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2023 was B. Riley Wealth Advisors, an estimated $4.15M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2023 was Bank of America, an estimated $50.8M sold.
Based on aggregated 13F filings for Q1 2023.