iShares ESG Optimized MSCI USA ETF
SUSA
207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 43
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
20% more capital invested
Capital invested by funds: $382M → $459M (+$76.9M)
3% more funds holding
Funds holding: 201 → 207 (+6)
0.05% less ownership
Funds ownership: 98.92% → 98.88% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$5.23M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.97M |
| 4 |
Jane Street
New York
|
+$2.66M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.2M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.01M |
| 3 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$3.96M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$3.13M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.33M |
SUSA Hedge Fund Activity: Q1 2019 in Review
207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2019, worth a combined $459M — up 20% from $382M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SUSA positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $29M. The largest seller was Wells Fargo, cutting an estimated $7.2M.
- 207 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2019, up from 201 in Q4 2018.
- Funds reported $459M of iShares ESG Optimized MSCI USA ETF stock for Q1 2019, up 20% quarter-over-quarter.
- 29 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2019 and 20 closed out, a net change of +9 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2019 was Bank of America, an estimated $29M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2019 was Wells Fargo, an estimated $7.2M sold.
Based on aggregated 13F filings for Q1 2019.