We are live on
!
Find out more
iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
244 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 58
18.46% more ownership
Funds ownership: 89.78% → 108.23% (+18%)
3% less capital invested
Capital invested by funds: $542M → $525M (-$16.5M)
2% less funds holding
Funds holding: 250 → 244 (-6)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$26.8M |
| 2 |
Betterment LLC
New York
|
+$16.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.3M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$7.97M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.82M |
