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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
HCP
326
Hexagon Capital Partners
Arkansas
$2K – – –
KC
327
Kinloch Capital
Virginia
$2K +$1.56K +20 New
BWA
328
Burt Wealth Advisors
Maryland
$2K +$2.03K +26 New
WIM
329
Westside Investment Management
California
$1.17K -$64K -819 -5%
PMFA
330
Plante Moran Financial Advisors
Michigan
$1K – – –
MS
331
Mizuho Securities
Japan
$1K +$1.41K +18 New
Citadel Advisors
332
Citadel Advisors
Florida
– -$4.84M -65,808 Closed
TRCT
333
Tower Research Capital (TRC)
New York
– -$3.22M -43,832 Closed
TAS
334
TIFF Advisory Services
Pennsylvania
– -$1.1M -14,952 Closed
VCM
335
Vivaldi Capital Management
Illinois
– -$820K -10,438 Closed
RCS
336
Retirement Capital Strategies
California
– -$428K -5,920 Closed
CBFP
337
Cedar Brook Financial Partners
Ohio
– -$383K -5,208 Closed
GC
338
Grace Capital
Massachusetts
– -$275K -3,740 Closed
IWC
339
Integrated Wealth Concepts
Massachusetts
– -$272K -3,700 Closed
PCA
340
Personal Capital Advisors
California
– -$259K -3,516 Closed
SHWM
341
Silicon Hills Wealth Management
Texas
– -$224K -3,044 Closed
PAS
342
Park Avenue Securities
New York
– -$221K -3,000 Closed
OC
343
Oakworth Capital
Alabama
– -$196K -2,664 Closed
BBA
344
Braun-Bostich & Associates
Pennsylvania
– -$140K -1,904 Closed
PFG
345
Piershale Financial Group
Illinois
– -$71K -960 Closed
FHA
346
First Horizon Advisors
Tennessee
– -$29K -402 Closed
AA
347
Advisory Alpha
Michigan
– -$25K -330 Closed
SXL
348
Summit X LLC
Missouri
– -$294 -270 Closed
1IA
349
1834 Investment Advisors
Wisconsin
– -$16K -220 Closed
WP
350
WealthShield Partners
North Carolina
– -$13K -172 Closed
11 12 13
14
15

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.