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iShares ESG Optimized MSCI USA ETF
SUSA

244 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

18.46% more ownership

Funds ownership: 89.78% → 108.23% (+18%)

3% less capital invested

Capital invested by funds: $542M → $525M (-$16.5M)

2% less funds holding

Funds holding: 250 → 244 (-6)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.8M
2
Betterment LLC
Betterment LLC
New York
+$16.5M
3
RJA
Raymond James & Associates
Florida
+$11.3M
4
M&T Bank
M&T Bank
New York
+$7.97M
5
Ameriprise
Ameriprise
Minnesota
+$7.82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.7M
2
GC
Garde Capital
Washington
-$3.26M
3
GIP
Granite Investment Partners
California
-$1.46M
4
ACA
Affinity Capital Advisors
California
-$843K
5
DWM
Destination Wealth Management
California
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$16K +$18.3K +286 New
GEA
227
Glen Eagle Advisors
New Jersey
$13.7K – – –
KPW
228
Kore Private Wealth
New York
$13K -$5.77K -90 -28%
TC
229
Trust Company
Kansas
$13K – – –
GRP
230
Global Retirement Partners
California
$12K – – –
PWMG
231
Prestige Wealth Management Group
New Jersey
$11K – – –
WP
232
WealthShield Partners
North Carolina
$10K +$11.7K +182 New
RE
233
RBC Europe
United Kingdom
$9.88K – – –
PP
234
Pacifica Partners
Canada
$8K – – –
CCM
235
Covington Capital Management
California
$5K – – –
FRA
236
Front Row Advisors
California
$5K +$5.13K +80 New
CB
237
Community Bank
New York
$5K +$5.64K +88 New
DOA
238
D'Orazio & Associates
Virginia
$4K – – –
CA
239
Clearstead Advisors
Ohio
$4K +$4.49K +70 New
CFFP
240
Center for Financial Planning
Michigan
$3K +$3.08K +48 New
EW
241
Evoke Wealth
California
$2.74K +$3.21K +50 New
JCM
242
Jacobi Capital Management
Pennsylvania
$2K – – –
NFG
243
Next Financial Group
Texas
$2K – – –
WIM
244
Westside Investment Management
California
$856 +$1M +15,612 New
FCH
245
Freestone Capital Holdings
Washington
$745 +$63.7K +994 +8%
GIP
246
Granite Investment Partners
California
– -$1.46M -21,230 Closed
ACA
247
Affinity Capital Advisors
California
– -$843K -12,574 Closed
LFA
248
Legacy Financial Advisors
Kentucky
– -$330K -4,922 Closed
LWAC
249
Laurel Wealth Advisors (California)
California
– -$273K -4,074 Closed
Renaissance Technologies
250
Renaissance Technologies
New York
– -$255K -3,800 Closed
7 8 9
10
11

SUSA Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2020, worth a combined $525M — down 3% from $542M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SUSA and 27 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 87 added.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Bank of America, cutting an estimated $12.7M.

  • 244 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2020, down from 250 in Q4 2019.
  • Funds reported $525M of iShares ESG Optimized MSCI USA ETF stock for Q1 2020, down 3% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2020 and 30 closed out, a net change of -3 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2020 was Morgan Stanley, an estimated $26.8M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2020 was Bank of America, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.