iShares ESG Optimized MSCI USA ETF
SUSA
353 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.
163% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 16
114% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 69
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
37% more capital invested
Capital invested by funds: $1.23B → $1.68B (+$455M)
7% more funds holding
Funds holding: 330 → 353 (+23)
4.27% more ownership
Funds ownership: 53.38% → 57.65% (+4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$126M |
| 2 |
JP Morgan Chase
New York
|
+$57.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$31.6M |
| 4 |
Morgan Stanley
New York
|
+$30.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.7M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$5.22M |
| 3 |
SCA
Snowden Capital Advisors
New York
|
-$3.27M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.15M |
| 5 |
Barclays
London,
United Kingdom
|
-$3.1M |
SUSA Hedge Fund Activity: Q1 2021 in Review
353 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2021, worth a combined $1.68B — up 37% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SUSA positions and 16 closed out — a net gain of 26 holders — while 148 added to existing stakes and 69 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $126M. The largest seller was Raymond James & Associates, cutting an estimated $6.7M.
- 353 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2021, up from 330 in Q4 2020.
- Funds reported $1.68B of iShares ESG Optimized MSCI USA ETF stock for Q1 2021, up 37% quarter-over-quarter.
- 42 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2021 and 16 closed out, a net change of +26 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2021 was Varma Mutual Pension Insurance Co, an estimated $126M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2021 was Raymond James & Associates, an estimated $6.7M sold.
Based on aggregated 13F filings for Q1 2021.