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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
Creative Planning
51
Creative Planning
Kansas
$1.26M -$22.4K -374 -2%
MCM
52
Manchester Capital Management
Vermont
$1.22M – – –
PAG
53
Private Advisor Group
New Jersey
$1.17M +$48.6K +812 +4%
PCG
54
Private Capital Group
Connecticut
$1.11M -$11.4K -190 -1%
AWS
55
AJ Wealth Strategies
New York
$1.11M +$142K +2,372 +15%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.09M +$162K +2,700 +18%
CB
57
Commerce Bank
Missouri
$1.09M – – –
Bank of New York Mellon
58
Bank of New York Mellon
New York
$1.08M -$59.8K -1,000 -5%
SFSG
59
Stearns Financial Services Group
North Carolina
$1.05M +$57.8K +966 +6%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.05M +$13K +218 +1%
William Blair & Company
61
William Blair & Company
Illinois
$1.01M +$5.86K +98 +0.6%
FIG
62
FundX Investment Group
California
$995K – – –
PFO
63
Pathstone Family Office
New Jersey
$943K +$687K +11,474 +287%
HB
64
Homrich & Berg
Georgia
$939K +$26.3K +440 +3%
Truist Financial
65
Truist Financial
North Carolina
$914K +$6.7K +112 +0.8%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$899K +$259K +4,322 +41%
FHA
67
Flagship Harbor Advisors
Massachusetts
$878K -$144K -2,408 -14%
CCM
68
Coldstream Capital Management
Washington
$863K +$87.7K +1,466 +12%
UCFA
69
United Capital Financial Advisors
Texas
$820K -$39.8K -666 -5%
CG
70
Colony Group
Massachusetts
$817K +$508K +8,494 +173%
US Bancorp
71
US Bancorp
Minnesota
$814K +$9.45K +158 +1%
APP
72
Avantax Planning Partners
Iowa
$812K – – –
Stifel Financial
73
Stifel Financial
Missouri
$808K +$12.7K +212 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$780K +$381K +6,364 +99%
IFAM
75
Institutional & Family Asset Management
Colorado
$731K +$2.03K +34 +0.3%
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.