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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
453
Holders Change
+33
Holders Change %
+7.86%
% of All Funds
6.6%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$989M
2
Morgan Stanley
Morgan Stanley
New York
+$120M
3
RJA
Raymond James & Associates
Florida
+$22M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.5M
5
Bank of America
Bank of America
North Carolina
+$4.95M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$8.33M
2
UBS Group
UBS Group
Switzerland
-$3.36M
3
GC
Garde Capital
Washington
-$2.84M
4
AWM
AE Wealth Management
Kansas
-$1.96M
5
SWP
Stratos Wealth Partners
Ohio
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$2.97M +$322K +3,455 +13%
CAN
77
Cetera Advisor Networks
California
$2.85M +$2.24K +24 +0.1%
GT
78
Glenview Trust
Kentucky
$2.76M +$700K +7,500 +38%
SFP
79
Shepherd Financial Partners
Massachusetts
$2.73M -$27.8K -298 -1%
LNWTC
80
Laird Norton Wetherby Trust Company
Washington
$2.72M +$2.52M +27,064 New
GC
81
Grimes & Company
Massachusetts
$2.71M +$67K +718 +3%
WTC
82
WhitTier Trust Company
Nevada
$2.59M -$121K -1,299 -5%
B
83
Bailard
California
$2.57M +$96K +1,029 +4%
ASN
84
Advisory Services Network
Georgia
$2.54M -$15.3K -164 -0.6%
SB
85
Simmons Bank
Arkansas
$2.52M – – –
FTUS
86
Flow Traders U.S.
New York
$2.47M +$2.29M +24,541 New
CCM
87
Colorado Capital Management
Colorado
$2.47M -$52K -557 -3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.45M +$296K +3,169 +15%
FSA
89
Financial Services Advisory
Maryland
$2.42M +$2.25M +24,090 New
ADL
90
Asset Dedication LLC
California
$2.4M +$16K +171 +0.7%
MMA
91
Miracle Mile Advisors
California
$2.37M -$297K -3,188 -12%
VWA
92
VERITY Wealth Advisors
United States
$2.37M – – –
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.33M +$2.17M +23,218 New
William Blair & Company
94
William Blair & Company
Illinois
$2.32M -$4.2K -45 -0.2%
CA
95
CGN Advisors
Kansas
$2.3M +$650K +6,970 +44%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$2.24M +$2.08M +22,275 New
LNB
97
Ledyard National Bank
$2.15M +$178K +1,911 +10%
AF
98
Allworth Financial
California
$2.12M +$1.95M +20,863 +9,795%
CWM
99
Cornerstone Wealth Management
Missouri
$2.04M +$22K +236 +1%
CAM
100
Cresset Asset Management
Illinois
$2M -$44.8K -480 -2%
2 3
4
5 6

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.