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iShares ESG Optimized MSCI USA ETF
SUSA

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270 → 292 (+22)

4.12% more ownership

Funds ownership: 104.63% → 108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
ST
Spinnaker Trust
Maine
+$8.59M
4
Wells Fargo
Wells Fargo
California
+$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.2M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.24M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$987K
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
226
New Capital Management
Texas
$204K – – –
LI
227
LVZ Inc
Michigan
$202K +$198K +2,748 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$201K -$128K -1,768 -39%
MA
229
MUFG Americas
New York
$200K – – –
OC
230
Oakworth Capital
Alabama
$196K – – –
RTC
231
Riverview Trust Company
Washington
$192K – – –
IWP
232
IAG Wealth Partners
Wisconsin
$187K – – –
FCB
233
First Command Bank
Texas
$185K – – –
FCFS
234
First Command Financial Services
Texas
$185K – – –
HWA
235
HCR Wealth Advisors
California
$184K – – –
FFW
236
Fusion Family Wealth
New York
$177K – – –
GWM
237
Geneos Wealth Management
Colorado
$155K – – –
AWM
238
AllSquare Wealth Management
New York
$149K -$8.67K -120 -6%
BBA
239
Braun-Bostich & Associates
Pennsylvania
$140K – – –
TPWA
240
TRUE Private Wealth Advisors
Oregon
$135K – – –
HFRG
241
Houlihan Financial Resource Group
Virginia
$125K +$116K +1,600 New
FWP
242
FAS Wealth Partners
Kansas
$123K +$433 +6 +0.4%
BAM
243
Barrett Asset Management
New York
$121K -$18.1K -250 -13%
HI
244
Hudock Inc
Pennsylvania
$119K +$37.1K +514 +46%
PAIM
245
Punch & Associates Investment Management
Minnesota
$117K -$58.5K -810 -34%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$9.97K +138 +10%
CWM
247
Cranbrook Wealth Management
Michigan
$99K +$144 +2 +0.1%
GAM
248
Gemmer Asset Management
California
$94K +$289 +4 +0.3%
NSIM
249
North Star Investment Management
Illinois
$90K – – –
CT
250
Caldwell Trust
Florida
$86.8K – – –
8 9
10
11 12

SUSA Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $940M — up 24% from $756M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SUSA positions and 14 closed out — a net gain of 23 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.24M.

  • 292 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $940M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +23 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $25.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2020 was Raymond James & Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.