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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
420
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.67%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
146
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$495M
2
FEG
Fund Evaluation Group
Ohio
+$16.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.01M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.98M
5
MWM
Mission Wealth Management
California
+$2.12M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$27M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18.8M
3
MD
Money Design
Japan
-$13.6M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M +$495M +5,254,960 +224%
JP Morgan Chase
2
JP Morgan Chase
New York
$283M -$4.64M -49,334 -2%
Bank of America
3
Bank of America
North Carolina
$159M -$1.61M -17,105 -1%
Morgan Stanley
4
Morgan Stanley
New York
$108M -$70.1K -745 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$85.8M -$18.8M -200,039 -17%
Ameriprise
6
Ameriprise
Minnesota
$78.9M -$1.22M -12,996 -1%
ST
7
Spinnaker Trust
Maine
$72.9M -$686K -7,286 -0.9%
UBS Group
8
UBS Group
Switzerland
$58.4M -$299K -3,172 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$49.7M -$3.89M -41,349 -7%
M&T Bank
10
M&T Bank
New York
$48.5M +$500K +5,309 +1%
Wells Fargo
11
Wells Fargo
California
$43M -$2.87M -30,461 -6%
BlackRock
12
BlackRock
New York
$42.1M +$496K +5,267 +1%
MWM
13
Mission Wealth Management
California
$40.6M +$2.12M +22,501 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$34.1M -$879K -9,339 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$33.6M -$163K -1,734 -0.5%
AA
16
Acorns Advisers
California
$30.6M +$834K +8,860 +3%
LPL Financial
17
LPL Financial
California
$29.4M +$2.45K +26 +0%
SRWM
18
Shira Ridge Wealth Management
California
$23.6M +$565K +6,004 +2%
EI
19
Ellevest Inc
New York
$21.2M -$2.56M -27,172 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.8M +$3.98M +42,293 +22%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.2M -$304K -3,228 -1%
Betterment LLC
22
Betterment LLC
New York
$19.7M -$322K -3,424 -2%
US Bancorp
23
US Bancorp
Minnesota
$18.1M +$1.15M +12,184 +6%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$17.6M -$259K -2,751 -1%
Truist Financial
25
Truist Financial
North Carolina
$15.5M -$1.97M -20,966 -11%
1
2 3 4 5

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.