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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
WU
251
Wealthsimple US
New York
– -$253K -3,776 Closed
PMG
252
ProVise Management Group
Florida
– -$241K -3,600 Closed
AC
253
Alexandria Capital
Virginia
– -$241K -3,590 Closed
EVM
254
Eaton Vance Management
Massachusetts
– -$237K -3,540 Closed
EWF
255
Epstein & White Financial
California
– -$236K -3,518 Closed
CAG
256
Crestwood Advisors Group
Massachusetts
– -$233K -3,470 Closed
PJSIMP
257
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$232K -3,460 Closed
SFA
258
Sequoia Financial Advisors
Ohio
– -$229K -3,418 Closed
FFN
259
Focus Financial Network
Minnesota
– -$222K -3,320 Closed
FAAS
260
First Allied Advisory Services
California
– -$221K -3,296 Closed
AWM
261
Affinity Wealth Management
Delaware
– -$218K -3,256 Closed
H
262
HoyleCohen
California
– -$213K -3,180 Closed
CA
263
Callahan Advisors
Texas
– -$212K -3,170 Closed
RG
264
Rikoon Group
New Mexico
– -$211K -3,150 Closed
CF
265
Corrigan Financial
Rhode Island
– -$211K -3,144 Closed
TNB
266
TCF National Bank
South Dakota
– -$205K -3,060 Closed
DAS
267
Dynamic Advisor Solutions
Arizona
– -$204K -3,042 Closed
BCI
268
Brinker Capital Investments
Pennsylvania
– -$145K -2,160 Closed
TRCT
269
Tower Research Capital (TRC)
New York
– -$123K -1,838 Closed
ACM
270
Anfield Capital Management
California
– -$107K -1,544 Closed
MWP
271
MYCIO Wealth Partners
Pennsylvania
– -$67K -1,000 Closed
PCIA
272
Prime Capital Investment Advisors
Kansas
– -$64K -952 Closed
MAWCM
273
Mine & Arao Wealth Creation & Management
California
– -$28K -420 Closed
HWM
274
Howard Wealth Management
Connecticut
– -$22K -332 Closed
SHWM
275
Silicon Hills Wealth Management
Texas
– -$43 -2 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.