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iShares ESG Optimized MSCI USA ETF
SUSA

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270 → 292 (+22)

4.12% more ownership

Funds ownership: 104.63% → 108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
ST
Spinnaker Trust
Maine
+$8.59M
4
Wells Fargo
Wells Fargo
California
+$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.24M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$987K
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4.79M +$1.53M +21,178 +48%
SCA
27
Snowden Capital Advisors
New York
$4.76M +$154K +2,134 +3%
SC
28
Scotia Capital
Ontario, Canada
$4.67M -$96.9K -1,342 -2%
CJA
29
C-J Advisory
California
$4.44M -$17K -236 -0.4%
Osaic Holdings
30
Osaic Holdings
Arizona
$4.38M +$1.07M +14,854 +33%
KeyBank National Association
31
KeyBank National Association
Ohio
$4.2M +$431K +5,968 +12%
PC
32
Permanens Capital
New York
$3.9M +$3.83M +52,988 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.88M +$2.81M +38,936 +281%
RFC
34
Regions Financial Corp
Alabama
$3.88M +$65.3K +904 +2%
LFASL
35
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M -$649K -8,988 -15%
Northern Trust
36
Northern Trust
Illinois
$3.73M – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$3.54M -$9.97K -138 -0.3%
HPC
38
HM Payson & Co
Maine
$3.49M +$1.2M +16,646 +54%
Goldman Sachs
39
Goldman Sachs
New York
$3.26M -$1.05M -14,552 -25%
TRCT
40
Tower Research Capital (TRC)
New York
$3.22M +$2.76M +38,174 +675%
Bank Julius Baer & Co
41
Bank Julius Baer & Co
Switzerland
$3.17M +$1.13M +15,672 +57%
Barclays
42
Barclays
United Kingdom
$2.77M – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$2.62M +$211K +2,928 +9%
HPWM
44
Highland Private Wealth Management
Washington
$2.47M -$606K -8,390 -20%
Deutsche Bank
45
Deutsche Bank
Germany
$2.42M +$2.11M +29,172 +772%
CCM
46
Colorado Capital Management
Colorado
$2.4M -$185K -2,566 -4%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.36M -$144K -1,994 -6%
BWM
48
BigSur Wealth Management
Florida
$2.35M – – –
CPC
49
Consolidated Planning Corp
Georgia
$2.26M +$144K +2,000 +7%
AI
50
Accredited Investors
Minnesota
$2.12M -$263K -3,642 -11%
1
2
3 4 5

SUSA Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $940M — up 24% from $756M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SUSA positions and 14 closed out — a net gain of 23 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.24M.

  • 292 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $940M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +23 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $25.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2020 was Raymond James & Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.