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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

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

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
ADL
251
Asset Dedication LLC
California
$80K -$37.8K -524 -33%
HIA
252
Harbor Investment Advisory
Maryland
$79K +$12.6K +174 +19%
APC
253
Aspire Private Capital
North Carolina
$76K – – –
CCM
254
Cribstone Capital Management
Maine
$75K -$1.45K -20 -2%
PFG
255
Piershale Financial Group
Illinois
$71K +$69.3K +960 New
AF
256
Advisornet Financial
Minnesota
$70K -$578 -8 -0.8%
IA
257
IFP Advisors
Florida
$66K -$5.34K -74 -8%
HR
258
Howe & Rusling
New York
$63K -$9.39K -130 -13%
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$63K – – –
BWP
260
Baldwin Wealth Partners
Massachusetts
$61K -$27.3K -378 -31%
AIA
261
Arcadia Investment Advisors
Idaho
$57.4K – – –
ACA
262
Aptus Capital Advisors
Alabama
$51K +$7.95K +110 +18%
ATC
263
Adirondack Trust Company
New York
$44K – – –
WEC
264
Winslow Evans & Crocker
Massachusetts
$44K – – –
APA
265
American Portfolios Advisors
New York
$39.6K – – –
FWM
266
Focused Wealth Management
New York
$34K – – –
FHA
267
First Horizon Advisors
Tennessee
$29K +$5.49K +76 +23%
Fidelity Investments
268
Fidelity Investments
Massachusetts
$26K – – –
GEA
269
Glen Eagle Advisors
New Jersey
$25.7K – – –
AA
270
Advisory Alpha
Michigan
$25K +$23.8K +330 New
FFC
271
Fure Financial Corporation
Minnesota
$24K +$23.8K +330 New
BHB
272
Bank Hapoalim BM
Israel
$19K +$404K +5,590 New
TC
273
Trust Company
Kansas
$18K – – –
FRA
274
Front Row Advisors
California
$17K +$4.33K +60 +40%
CAAS
275
Capital Asset Advisory Services
Michigan
$16K -$9.1K -126 -36%
9 10
11
12 13

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.