iShares ESG Optimized MSCI USA ETF
SUSA
434 hedge funds and large institutions have $2.33B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 162 increasing their positions, 129 reducing their positions, and 41 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 129
2% less funds holding
Funds holding: 445 → 434 (-11)
3.51% less ownership
Funds ownership: 60.68% → 57.17% (-3.5%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
15% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 41
20% less capital invested
Capital invested by funds: $2.92B → $2.33B (-$593M)
Top Buyers
Top Sellers
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$327M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.6M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$9.33M |
| 5 |
Morgan Stanley
New York
|
-$9.17M |
SUSA Hedge Fund Activity: Q1 2022 in Review
434 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2022, worth a combined $2.33B — down 20% from $2.92B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of SUSA and 35 opened new positions — a net loss of 6 holders — while 129 trimmed existing stakes and 162 added.
The largest buyer was Mirae Asset Global Investments, adding an estimated $9.07M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $327M sold.
- 434 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2022, down from 445 in Q4 2021.
- Funds reported $2.33B of iShares ESG Optimized MSCI USA ETF stock for Q1 2022, down 20% quarter-over-quarter.
- 35 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2022 was Mirae Asset Global Investments, an estimated $9.07M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2022 was Varma Mutual Pension Insurance Co, an estimated $327M sold.
Based on aggregated 13F filings for Q1 2022.