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.
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%)
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$25.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$8.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PIMG
301
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$28.8K | -430 | Closed |
|
|
MWA
302
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| – | -$21.1K | -316 | Closed |
|
|
CQS
303
Credential Qtrade Securities
Vancouver,
| – | -$19.4K | -290 | Closed |
|
|
KPW
304
Kore Private Wealth
New York
| – | -$15K | -234 | Closed |
|
|
CFG
305
Citizens Financial Group
Providence,
Rhode Island
| – | -$12K | -178 | Closed |
|
|
RIM
306
Rockbridge Investment Management
Syracuse,
New York
| – | -$12K | -172 | Closed |
|
307
Rockefeller Capital Management
New York
| – | -$11K | -166 | Closed |
|
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.