iShares ESG Optimized MSCI USA ETF
SUSA
420 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 146 reducing their positions, and 24 closing their positions.
15% more capital invested
Capital invested by funds: $2.21B → $2.54B (+$328M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.16% less ownership
Funds ownership: 66.43% → 66.27% (-0.16%)
4% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 24
3% less funds holding
Funds holding: 432 → 420 (-12)
23% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$495M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$16.2M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.01M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.98M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$27M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$18.8M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$13.6M |
| 4 |
JP Morgan Chase
New York
|
-$4.64M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.89M |
SUSA Hedge Fund Activity: Q3 2023 in Review
420 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2023, worth a combined $2.54B — up 15% from $2.21B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of SUSA and 23 opened new positions — a net loss of 1 holder — while 146 trimmed existing stakes and 113 added.
The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $495M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $27M sold.
- 420 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2023, down from 432 in Q2 2023.
- Funds reported $2.54B of iShares ESG Optimized MSCI USA ETF stock for Q3 2023, up 15% quarter-over-quarter.
- 23 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2023 and 24 closed out, a net change of -1 holder.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2023 was Varma Mutual Pension Insurance Co, an estimated $495M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2023 was Qube Research & Technologies (QRT), an estimated $27M sold.
Based on aggregated 13F filings for Q3 2023.