iShares ESG Optimized MSCI USA ETF
SUSA
388 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.
136% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 14
120% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 76
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $1.87B → $2.03B (+$161M)
4% more funds holding
Funds holding: 374 → 388 (+14)
1.35% less ownership
Funds ownership: 56.5% → 55.15% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$42.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.5M |
| 4 |
Morgan Stanley
New York
|
+$9.86M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$8.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
| 3 |
Goldman Sachs
New York
|
-$2.08M |
| 4 |
Betterment LLC
New York
|
-$1.76M |
| 5 |
TA
Tiedemann Advisors
New York
|
-$1.22M |
SUSA Hedge Fund Activity: Q3 2021 in Review
388 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2021, worth a combined $2.03B — up 8.6% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SUSA positions and 14 closed out — a net gain of 19 holders — while 167 added to existing stakes and 76 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $42.4M. The largest seller was AE Wealth Management, exiting entirely with an estimated $12.1M sold.
- 388 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2021, up from 374 in Q2 2021.
- Funds reported $2.03B of iShares ESG Optimized MSCI USA ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
- 33 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2021 and 14 closed out, a net change of +19 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $42.4M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2021 was AE Wealth Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2021.