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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
NCM
251
New Capital Management
Texas
$229K – – –
HTC
252
Haverford Trust Company
Pennsylvania
$228K -$6.64K -85 -3%
LI
253
LVZ Inc
Michigan
$226K – – –
BWM
254
BerganKDV Wealth Management
Minnesota
$226K +$214K +2,740 New
MA
255
MUFG Americas
New York
$224K – – –
WLIM
256
White Lighthouse Investment Management
Massachusetts
$224K +$213K +2,720 New
BP
257
Ballentine Partners
Massachusetts
$219K +$208K +2,660 New
CA
258
Callahan Advisors
Texas
$219K +$208K +2,661 New
IWM
259
IHT Wealth Management
Illinois
$219K +$208K +2,664 New
D
260
Diversified
Delaware
$218K +$116K +1,482 New
RTC
261
Riverview Trust Company
Washington
$215K – – –
LA
262
LexAurum Advisors
Kansas
$213K +$202K +2,586 New
RA
263
RFG Advisory
Alabama
$209K +$194K +2,481 New
HWA
264
HCR Wealth Advisors
California
$206K – – –
PJSIMP
265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$204K -$40.6K -520 -17%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$203K +$193K +2,468 New
FFW
267
Fusion Family Wealth
New York
$198K – – –
IWP
268
IAG Wealth Partners
Wisconsin
$197K -$11.9K -152 -6%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$181K +$172K +2,206 New
AWM
270
AllSquare Wealth Management
New York
$167K – – –
TPWA
271
TRUE Private Wealth Advisors
Oregon
$152K – – –
FWP
272
FAS Wealth Partners
Kansas
$138K +$469 +6 +0.4%
HIA
273
Harbor Investment Advisory
Maryland
$135K +$43.8K +560 +52%
HI
274
Hudock Inc
Pennsylvania
$134K +$313 +4 +0.2%
BAM
275
Barrett Asset Management
New York
$119K -$15.6K -200 -12%
9 10
11
12 13

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.