iShares ESG Optimized MSCI USA ETF
SUSA
453 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.
190% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 20
125% more funds holding in top 10
Funds holding in top 10: 4 → 9 (+5)
61% more capital invested
Capital invested by funds: $2.54B → $4.09B (+$1.55B)
27% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 126
10.24% more ownership
Funds ownership: 66.27% → 76.51% (+10%)
8% more funds holding
Funds holding: 420 → 453 (+33)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$989M |
| 2 |
Morgan Stanley
New York
|
+$120M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$22M |
| 4 |
JP Morgan Chase
New York
|
+$15.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.33M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.36M |
| 3 |
GC
Garde Capital
Seattle,
Washington
|
-$2.84M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.96M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$1.9M |
SUSA Hedge Fund Activity: Q4 2023 in Review
453 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2023, worth a combined $4.09B — up 61% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SUSA positions and 20 closed out — a net gain of 38 holders — while 160 added to existing stakes and 126 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $989M. The largest seller was Osaic Holdings, cutting an estimated $8.33M.
- 453 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2023, up from 420 in Q3 2023.
- Funds reported $4.09B of iShares ESG Optimized MSCI USA ETF stock for Q4 2023, up 61% quarter-over-quarter.
- 58 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2023 and 20 closed out, a net change of +38 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2023 was Varma Mutual Pension Insurance Co, an estimated $989M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2023 was Osaic Holdings, an estimated $8.33M sold.
Based on aggregated 13F filings for Q4 2023.