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iShares ESG Optimized MSCI USA ETF
SUSA

250 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

135% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $452M → $542M (+$90M)

13% more funds holding

Funds holding: 221 → 250 (+29)

1.84% more ownership

Funds ownership: 87.94% → 89.78% (+1.8%)

Holders
250
Holders Change
+29
Holders Change %
+13.12%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$9.44M
2
Bank of America
Bank of America
North Carolina
+$7.81M
3
Morgan Stanley
Morgan Stanley
New York
+$6.24M
4
UBS Group
UBS Group
Switzerland
+$5.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$3.98M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.38M – – –
DWM
27
Destination Wealth Management
California
$3.21M +$189K +2,958 +7%
CCM
28
Colorado Capital Management
Colorado
$3.21M -$67.9K -1,062 -2%
KeyBank National Association
29
KeyBank National Association
Ohio
$3.16M – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.08M -$194K -3,030 -6%
HPWM
31
Highland Private Wealth Management
Washington
$3M -$3.98M -62,270 -58%
Barclays
32
Barclays
United Kingdom
$2.52M – – –
RFC
33
Regions Financial Corp
Alabama
$2.48M +$488K +7,630 +26%
Brown Advisory
34
Brown Advisory
Maryland
$2.3M -$509K -7,964 -19%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.28M +$1.17M +18,274 +116%
SFP
36
Shepherd Financial Partners
Massachusetts
$2.19M +$4.48K +70 +0.2%
MWM
37
Merriman Wealth Management
Washington
$2.14M – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
CJA
39
C-J Advisory
California
$2.07M +$226K +3,528 +13%
LFASL
40
Lugano Financial Advisors SA (LFA)
Switzerland
$2.05M +$1.96M +30,636 New
AI
41
Accredited Investors
Minnesota
$1.95M -$3.96K -62 -0.2%
HPC
42
HM Payson & Co
Maine
$1.95M +$913K +14,278 +96%
Chevy Chase Trust
43
Chevy Chase Trust
Maryland
$1.93M – – –
B
44
Bailard
California
$1.91M +$175K +2,740 +11%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$1.9M +$449K +7,022 +31%
CRCM
46
Corbett Road Capital Management
Virginia
$1.79M +$1.71M +26,672 New
WTC
47
WhitTier Trust Company
Nevada
$1.69M +$73.5K +1,150 +5%
Creative Planning
48
Creative Planning
Kansas
$1.64M -$36.6K -572 -2%
AWS
49
AJ Wealth Strategies
New York
$1.52M – – –
VWA
50
VERITY Wealth Advisors
United States
$1.51M – – –
1
2
3 4 5

SUSA Hedge Fund Activity: Q4 2019 in Review

250 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2019, worth a combined $542M — up 20% from $452M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SUSA positions and 19 closed out — a net gain of 32 holders — while 87 added to existing stakes and 37 trimmed.

The largest buyer was Truist Financial, adding an estimated $9.44M. The largest seller was M&T Bank, exiting entirely with an estimated $7.35M sold.

  • 250 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2019, up from 221 in Q3 2019.
  • Funds reported $542M of iShares ESG Optimized MSCI USA ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 51 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2019 and 19 closed out, a net change of +32 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2019 was Truist Financial, an estimated $9.44M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2019 was M&T Bank, an estimated $7.35M sold.

Based on aggregated 13F filings for Q4 2019.