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iShares ESG Optimized MSCI USA ETF
SUSA

330 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 21

77% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 69

31% more capital invested

Capital invested by funds: $940M → $1.23B (+$287M)

13% more funds holding

Funds holding: 292 → 330 (+38)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

55.37% less ownership

Funds ownership: 108.75% → 53.38% (-55%)

Holders
330
Holders Change
+38
Holders Change %
+13.01%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
–
Net Calls
+$8.94M
Net Calls Change
+$8.94M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$25.8M
2
Morgan Stanley
Morgan Stanley
New York
+$23.4M
3
Deutsche Bank
Deutsche Bank
Germany
+$14.4M
4
Bank of America
Bank of America
North Carolina
+$13.3M
5
MD
Money Design
Japan
+$9.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.84M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.62M
3
TRCT
Tower Research Capital (TRC)
New York
-$3.22M
4
BRWA
B. Riley Wealth Advisors
Florida
-$2.45M
5
CCM
Colorado Capital Management
Colorado
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$285K +$860 +11 +0.3%
BC
227
Bartlett & Co
Ohio
$280K – – –
WT
228
Whittier Trust
California
$280K – – –
BCWM
229
Bartlett & Co Wealth Management
Ohio
$280K – – –
BC
230
Brio Consultants
California
$276K -$23.8K -304 -8%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$275K -$11.3K -145 -4%
WFAG
232
Wescott Financial Advisory Group
Pennsylvania
$275K +$261K +3,338 New
AWM
233
Affinity Wealth Management
Delaware
$274K – – –
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$274K +$78 +1 +0%
SAM
235
Secure Asset Management
Michigan
$274K +$2.81K +36 +1%
TIA
236
Traphagen Investment Advisors
New Jersey
$271K +$782 +10 +0.3%
PFM
237
Peak Financial Management
Massachusetts
$268K +$255K +3,256 New
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$267K +$6.57K +84 +3%
SA
239
SL Advisors
New Jersey
$265K +$252K +3,224 New
FM
240
Family Management
New York
$259K – – –
CCM
241
Cribstone Capital Management
Maine
$252K +$159K +2,034 +198%
GKWIM
242
Gerber Kawasaki Wealth & Investment Management
California
$251K +$238K +3,048 New
DWT
243
Dorsey & Whitney Trust
South Dakota
$244K – – –
FCB
244
First Command Bank
Texas
$240K +$31.3K +400 +16%
FCFS
245
First Command Financial Services
Texas
$240K +$31.3K +400 +16%
H
246
HoyleCohen
California
$239K – – –
FFN
247
Focus Financial Network
Minnesota
$235K -$7.43K -95 -3%
FPF
248
First Pacific Financial
Washington
$234K -$3.36K -43 -1%
RG
249
Rikoon Group
New Mexico
$231K -$27.4K -350 -11%
CF
250
Corrigan Financial
Rhode Island
$229K -$78 -1 -0%
8 9
10
11 12

SUSA Hedge Fund Activity: Q4 2020 in Review

330 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2020, worth a combined $1.23B — up 31% from $940M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SUSA positions and 21 closed out — a net gain of 43 holders — while 122 added to existing stakes and 69 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.84M sold.

  • 330 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2020, up from 292 in Q3 2020.
  • Funds reported $1.23B of iShares ESG Optimized MSCI USA ETF stock for Q4 2020, up 31% quarter-over-quarter.
  • 64 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2020 and 21 closed out, a net change of +43 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $25.8M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2020 was Citadel Advisors, an estimated $4.84M sold.

Based on aggregated 13F filings for Q4 2020.