iShares ESG Optimized MSCI USA ETF
SUSA
330 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.
205% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 21
77% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 69
31% more capital invested
Capital invested by funds: $940M → $1.23B (+$287M)
13% more funds holding
Funds holding: 292 → 330 (+38)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
55.37% less ownership
Funds ownership: 108.75% → 53.38% (-55%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$25.8M |
| 2 |
Morgan Stanley
New York
|
+$23.4M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.84M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.62M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.22M |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$2.45M |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$2.27M |
SUSA Hedge Fund Activity: Q4 2020 in Review
330 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2020, worth a combined $1.23B — up 31% from $940M a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SUSA positions and 21 closed out — a net gain of 43 holders — while 122 added to existing stakes and 69 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $25.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.84M sold.
- 330 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2020, up from 292 in Q3 2020.
- Funds reported $1.23B of iShares ESG Optimized MSCI USA ETF stock for Q4 2020, up 31% quarter-over-quarter.
- 64 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2020 and 21 closed out, a net change of +43 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $25.8M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2020 was Citadel Advisors, an estimated $4.84M sold.
Based on aggregated 13F filings for Q4 2020.