iShares ESG Optimized MSCI USA ETF
SUSA
429 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
42% more capital invested
Capital invested by funds: $1.7B → $2.42B (+$721M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
9% more funds holding
Funds holding: 395 → 429 (+34)
2.14% more ownership
Funds ownership: 57.12% → 59.26% (+2.1%)
3% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$30.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$26.8M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.34M |
| 4 |
BlackRock
New York
|
+$8.3M |
| 5 |
JP Morgan Chase
New York
|
+$6.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$21.7M |
| 2 |
Morgan Stanley
New York
|
-$20.4M |
| 3 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$8.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.67M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.54M |
SUSA Hedge Fund Activity: Q4 2022 in Review
429 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2022, worth a combined $2.42B — up 42% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 135 added to existing stakes and 131 trimmed.
The largest buyer was Bank of America, adding an estimated $30.3M. The largest seller was LPL Financial, cutting an estimated $21.7M.
- 429 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2022, up from 395 in Q3 2022.
- Funds reported $2.42B of iShares ESG Optimized MSCI USA ETF stock for Q4 2022, up 42% quarter-over-quarter.
- 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2022 and 18 closed out, a net change of +44 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2022 was Bank of America, an estimated $30.3M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2022 was LPL Financial, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2022.