iShares ESG Optimized MSCI USA ETF
SUSA
432 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.
35% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 23
16% more capital invested
Capital invested by funds: $1.9B → $2.21B (+$312M)
7.87% more ownership
Funds ownership: 58.57% → 66.43% (+7.9%)
1% more funds holding
Funds holding: 428 → 432 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
2% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 144
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$209M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$33M |
| 3 |
JP Morgan Chase
New York
|
+$6.53M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$5.58M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$32.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 3 |
Morgan Stanley
New York
|
-$12.6M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$10.9M |
| 5 |
MD
Money Design
Tokyo,
Japan
|
-$9.32M |
SUSA Hedge Fund Activity: Q2 2023 in Review
432 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2023, worth a combined $2.21B — up 16% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SUSA positions and 23 closed out — a net gain of 8 holders — while 141 added to existing stakes and 144 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $209M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $32.9M sold.
- 432 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2023, up from 428 in Q1 2023.
- Funds reported $2.21B of iShares ESG Optimized MSCI USA ETF stock for Q2 2023, up 16% quarter-over-quarter.
- 31 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2023 and 23 closed out, a net change of +8 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $209M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2023 was Mirae Asset Global Investments, an estimated $32.9M sold.
Based on aggregated 13F filings for Q2 2023.