iShares ESG Optimized MSCI USA ETF
SUSA
221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
108% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 40
6% more funds holding
Funds holding: 209 → 221 (+12)
11.59% less ownership
Funds ownership: 99.53% → 87.94% (-12%)
17% less capital invested
Capital invested by funds: $542M → $452M (-$90.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$4.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.75M |
| 3 |
EI
Ellevest Inc
New York
|
+$3.03M |
| 4 |
Morgan Stanley
New York
|
+$2.54M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$112M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.49M |
| 3 |
Jane Street
New York
|
-$2.97M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$2.32M |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
226
Arjuna Capital
Durham,
North Carolina
| – | -$43K | -700 | Closed |
|
|
RCAG
227
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$42.4K | -696 | Closed |
|
|
CYG
228
Clean Yield Group
Norwich,
Vermont
| – | -$12.2K | -200 | Closed |
|
|
AOWM
229
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$6K | -104 | Closed |
|
230
AssetMark Inc
Concord,
California
| – | +$122 | +2 | New |
|
231
Rockefeller Capital Management
New York
| – | +$490 | +8 | New |
|
SUSA Hedge Fund Activity: Q3 2019 in Review
221 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2019, worth a combined $452M — down 17% from $542M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SUSA positions and 10 closed out — a net gain of 14 holders — while 83 added to existing stakes and 40 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $4.1M. The largest seller was Bank of America, cutting an estimated $112M.
- 221 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2019, up from 209 in Q2 2019.
- Funds reported $452M of iShares ESG Optimized MSCI USA ETF stock for Q3 2019, down 17% quarter-over-quarter.
- 24 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2019 and 10 closed out, a net change of +14 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2019 was JP Morgan Chase, an estimated $4.1M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2019 was Bank of America, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2019.