iShares ESG Optimized MSCI USA ETF
SUSA
452 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 126 increasing their positions, 178 reducing their positions, and 25 closing their positions.
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
1% more capital invested
Capital invested by funds: $2.06B → $2.08B (+$22.7M)
0.5% more ownership
Funds ownership: 58.67% → 59.17% (+0.5%)
1% less funds holding
Funds holding: 455 → 452 (-3)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
29% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 178
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$12.3M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$5.23M |
| 3 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$3.85M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.02M |
| 5 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
-$11.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.63M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$3.29M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$2.87M |
SUSA Hedge Fund Activity: Q2 2024 in Review
452 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2024, worth a combined $2.08B — up 1.1% from $2.06B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SUSA positions and 25 closed out — a net gain of 2 holders — while 126 added to existing stakes and 178 trimmed.
The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $12.3M. The largest seller was Spinnaker Trust, cutting an estimated $11.7M.
- 452 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2024, down from 455 in Q1 2024.
- Funds reported $2.08B of iShares ESG Optimized MSCI USA ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
- 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2024 was Bank Hapoalim BM, an estimated $12.3M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2024 was Spinnaker Trust, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2024.