iShares ESG Optimized MSCI USA ETF
SUSA
445 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.
400% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 16
97% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 91
56% more funds holding in top 10
Funds holding in top 10: 9 → 14 (+5)
44% more capital invested
Capital invested by funds: $2.03B → $2.92B (+$894M)
15% more funds holding
Funds holding: 388 → 445 (+57)
5.54% more ownership
Funds ownership: 55.15% → 60.68% (+5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$288M |
| 2 |
JP Morgan Chase
New York
|
+$41M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$28.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$24.9M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$18.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$8.11M |
| 2 |
HT
HAP Trading
New York
|
-$3.83M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$2.78M |
| 4 |
LNWTC
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
-$2.6M |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$1.91M |
SUSA Hedge Fund Activity: Q4 2021 in Review
445 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2021, worth a combined $2.92B — up 44% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SUSA positions and 16 closed out — a net gain of 64 holders — while 179 added to existing stakes and 91 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $288M. The largest seller was Private Advisor Group, cutting an estimated $8.11M.
- 445 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2021, up from 388 in Q3 2021.
- Funds reported $2.92B of iShares ESG Optimized MSCI USA ETF stock for Q4 2021, up 44% quarter-over-quarter.
- 80 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2021 and 16 closed out, a net change of +64 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2021 was Varma Mutual Pension Insurance Co, an estimated $288M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2021 was Private Advisor Group, an estimated $8.11M sold.
Based on aggregated 13F filings for Q4 2021.