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iShares ESG Optimized MSCI USA ETF
SUSA

270 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

44% more capital invested

Capital invested by funds: $525M → $756M (+$231M)

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

11% more funds holding

Funds holding: 244 → 270 (+26)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3.6% less ownership

Funds ownership: 108.23% → 104.63% (-3.6%)

Holders
270
Holders Change
+26
Holders Change %
+10.66%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
88
Reduced
71
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
ST
Spinnaker Trust
Maine
+$54M
2
Bank of America
Bank of America
North Carolina
+$21.1M
3
LPL Financial
LPL Financial
California
+$10.5M
4
Morgan Stanley
Morgan Stanley
New York
+$10.4M
5
Ameriprise
Ameriprise
Minnesota
+$7.23M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$64.6M
2
RJA
Raymond James & Associates
Florida
-$12.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.34M
4
Betterment LLC
Betterment LLC
New York
-$3.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
CJA
26
C-J Advisory
California
$4.07M +$1.27M +20,328 +50%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$3.97M +$1.78M +28,494 +93%
Goldman Sachs
28
Goldman Sachs
New York
$3.94M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.52M -$357K -5,710 -10%
RFC
30
Regions Financial Corp
Alabama
$3.47M +$933K +14,912 +40%
KeyBank National Association
31
KeyBank National Association
Ohio
$3.42M +$118K +1,882 +4%
Northern Trust
32
Northern Trust
Illinois
$3.4M – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$3.22M -$506K -8,080 -14%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.99M -$64.6M -1,032,536 -96%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.93M +$1.04M +16,686 +61%
HPWM
36
Highland Private Wealth Management
Washington
$2.81M -$93.9K -1,500 -3%
Barclays
37
Barclays
United Kingdom
$2.52M – – –
CCM
38
Colorado Capital Management
Colorado
$2.47M -$41.8K -668 -1%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.28M -$251K -4,016 -11%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.18M +$2.04M +32,646 New
AI
41
Accredited Investors
Minnesota
$2.17M +$121K +1,936 +6%
BWM
42
BigSur Wealth Management
Florida
$2.14M +$2M +32,000 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
DWM
44
Destination Wealth Management
California
$2.08M -$303K -4,840 -13%
HPC
45
HM Payson & Co
Maine
$2.06M -$529K -8,460 -22%
SFP
46
Shepherd Financial Partners
Massachusetts
$1.93M -$81.3K -1,300 -4%
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$1.93M – – –
CPC
48
Consolidated Planning Corp
Georgia
$1.92M +$181K +2,890 +11%
Bank Julius Baer & Co
49
Bank Julius Baer & Co
Switzerland
$1.84M -$149K -2,388 -8%
B
50
Bailard
California
$1.82M +$3.63K +58 +0.2%
1
2
3 4 5

SUSA Hedge Fund Activity: Q2 2020 in Review

270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2020, worth a combined $756M — up 44% from $525M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SUSA positions and 15 closed out — a net gain of 27 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was Spinnaker Trust, opening a new position worth an estimated $54M. The largest seller was Osaic Holdings, cutting an estimated $64.6M.

  • 270 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2020, up from 244 in Q1 2020.
  • Funds reported $756M of iShares ESG Optimized MSCI USA ETF stock for Q2 2020, up 44% quarter-over-quarter.
  • 42 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2020 and 15 closed out, a net change of +27 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2020 was Spinnaker Trust, an estimated $54M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2020 was Osaic Holdings, an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2020.