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iShares ESG Optimized MSCI USA ETF
SUSA

209 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 27

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $459M → $542M (+$83M)

1% more funds holding

Funds holding: 207 → 209 (+2)

0.65% more ownership

Funds ownership: 98.88% → 99.53% (+0.65%)

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
92
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.2M
2
UBS Group
UBS Group
Switzerland
+$8.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.2M
4
GC
Garde Capital
Washington
+$3.06M
5
MWM
Mission Wealth Management
California
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$1.81M
2
Morgan Stanley
Morgan Stanley
New York
-$1.53M
3
CS
Credit Suisse
Switzerland
-$469K
4
RJA
Raymond James & Associates
Florida
-$245K
5
Comerica Bank
Comerica Bank
Texas
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Garde Capital
Washington
$3.12M +$3.06M +51,142 New
CCM
27
Colorado Capital Management
Colorado
$3.09M -$41.9K -700 -1%
Northern Trust
28
Northern Trust
Illinois
$3.07M – – –
KeyBank National Association
29
KeyBank National Association
Ohio
$2.79M +$379K +6,332 +16%
Brown Advisory
30
Brown Advisory
Maryland
$2.58M – – –
BC
31
Bartlett & Co
Ohio
$2.55M +$208K +3,470 +9%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$2.55M +$208K +3,470 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.53M +$1.49M +24,854 +149%
DWM
34
Destination Wealth Management
California
$2.51M +$83.6K +1,398 +4%
Barclays
35
Barclays
United Kingdom
$2.29M – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
SFP
37
Shepherd Financial Partners
Massachusetts
$1.85M -$22.1K -370 -1%
RFC
38
Regions Financial Corp
Alabama
$1.8M -$4.67K -78 -0.3%
AI
39
Accredited Investors
Minnesota
$1.76M +$454K +7,588 +36%
Chevy Chase Trust
40
Chevy Chase Trust
Maryland
$1.75M – – –
LFASL
41
Lugano Financial Advisors SA (LFA)
Switzerland
$1.7M +$92.7K +1,550 +6%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.66M +$696K +11,630 +74%
FEG
43
Fund Evaluation Group
Ohio
$1.65M -$8.02K -134 -0.5%
CJA
44
C-J Advisory
California
$1.52M +$62.3K +1,042 +4%
B
45
Bailard
California
$1.48M +$47.9K +800 +3%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$1.39M -$68K -1,136 -5%
VWA
47
VERITY Wealth Advisors
United States
$1.37M – – –
WTC
48
WhitTier Trust Company
Nevada
$1.36M -$153K -2,564 -10%
GAM
49
Gould Asset Management
California
$1.27M +$55.6K +930 +5%
EWM
50
Evercore Wealth Management
New York
$1.26M +$29.9K +500 +2%
1
2
3 4 5

SUSA Hedge Fund Activity: Q2 2019 in Review

209 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2019, worth a combined $542M — up 18% from $459M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SUSA positions and 16 closed out — a net gain of 7 holders — while 92 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was TIAA FSB, exiting entirely with an estimated $1.81M sold.

  • 209 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2019, up from 207 in Q1 2019.
  • Funds reported $542M of iShares ESG Optimized MSCI USA ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 23 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2019 was Bank of America, an estimated $29.2M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2019 was TIAA FSB, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2019.