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iShares ESG Optimized MSCI USA ETF
SUSA

244 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

18.46% more ownership

Funds ownership: 89.78% → 108.23% (+18%)

3% less capital invested

Capital invested by funds: $542M → $525M (-$16.5M)

2% less funds holding

Funds holding: 250 → 244 (-6)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.8M
2
Betterment LLC
Betterment LLC
New York
+$16.5M
3
RJA
Raymond James & Associates
Florida
+$11.3M
4
M&T Bank
M&T Bank
New York
+$7.97M
5
Ameriprise
Ameriprise
Minnesota
+$7.82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.7M
2
GC
Garde Capital
Washington
-$3.26M
3
GIP
Granite Investment Partners
California
-$1.46M
4
ACA
Affinity Capital Advisors
California
-$843K
5
DWM
Destination Wealth Management
California
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.2M +$793K +12,372 +27%
SCA
27
Snowden Capital Advisors
New York
$3.1M -$744K -11,610 -17%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.09M -$386K -6,028 -10%
Northern Trust
29
Northern Trust
Illinois
$2.79M +$22.9K +358 +0.7%
KeyBank National Association
30
KeyBank National Association
Ohio
$2.7M +$130K +2,026 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$2.67M +$2.67M +41,726 +611%
HPWM
32
Highland Private Wealth Management
Washington
$2.39M -$83.3K -1,300 -3%
CCM
33
Colorado Capital Management
Colorado
$2.29M +$92.3K +1,440 +2%
CJA
34
C-J Advisory
California
$2.21M +$599K +9,348 +30%
HPC
35
HM Payson & Co
Maine
$2.16M +$655K +10,216 +35%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$2.09M +$260K +4,062 +12%
Barclays
38
Barclays
United Kingdom
$2.06M – – –
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$2.06M – – –
RFC
40
Regions Financial Corp
Alabama
$2.03M – – –
DWM
41
Destination Wealth Management
California
$1.98M -$766K -11,948 -25%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.96M +$69M +1,077,196 New
Brown Advisory
43
Brown Advisory
Maryland
$1.96M +$80.4K +1,254 +4%
AI
44
Accredited Investors
Minnesota
$1.68M +$91.3K +1,424 +5%
SFP
45
Shepherd Financial Partners
Massachusetts
$1.65M -$158K -2,472 -8%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$1.64M +$1.92M +29,888 New
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$1.58M – – –
Jane Street
48
Jane Street
New York
$1.5M +$1.75M +27,342 New
B
49
Bailard
California
$1.5M -$85.6K -1,336 -5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$547K +8,536 +46%
1
2
3 4 5

SUSA Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2020, worth a combined $525M — down 3% from $542M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SUSA and 27 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 87 added.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Bank of America, cutting an estimated $12.7M.

  • 244 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2020, down from 250 in Q4 2019.
  • Funds reported $525M of iShares ESG Optimized MSCI USA ETF stock for Q1 2020, down 3% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2020 and 30 closed out, a net change of -3 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2020 was Morgan Stanley, an estimated $26.8M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2020 was Bank of America, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.