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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
CPC
51
Consolidated Planning Corp
Georgia
$1.42M +$441K +6,880 +36%
WTC
52
WhitTier Trust Company
Nevada
$1.37M -$12.2K -190 -0.8%
MWM
53
Merriman Wealth Management
Washington
$1.3M -$529K -8,260 -26%
CRCM
54
Corbett Road Capital Management
Virginia
$1.22M -$282K -4,400 -16%
Creative Planning
55
Creative Planning
Kansas
$1.22M -$143K -2,236 -9%
VWA
56
VERITY Wealth Advisors
United States
$1.18M -$65K -1,014 -5%
EWM
57
Evercore Wealth Management
New York
$1.14M – – –
UCFA
58
United Capital Financial Advisors
Texas
$1.13M +$88.7K +1,384 +7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.13M +$279K +4,356 +27%
CWM
60
Cornerstone Wealth Management
Missouri
$1.11M +$142K +2,210 +12%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.1M +$172K +2,682 +15%
MCM
62
Manchester Capital Management
Vermont
$1.08M – – –
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.07M +$544K +8,484 +77%
HB
64
Homrich & Berg
Georgia
$1.03M +$220K +3,426 +22%
PAG
65
Private Advisor Group
New Jersey
$1.03M +$237K +3,698 +24%
William Blair & Company
66
William Blair & Company
Illinois
$1.03M +$91.3K +1,424 +8%
PCG
67
Private Capital Group
Connecticut
$1.02M -$6.03K -94 -0.5%
AWS
68
AJ Wealth Strategies
New York
$1.01M -$281K -4,378 -19%
CB
69
Commerce Bank
Missouri
$1.01M -$13.5K -210 -1%
LGWM
70
Litman Gregory Wealth Management
California
$919K +$168K +2,616 +19%
CCA
71
Cobblestone Capital Advisors
New York
$911K -$5.13K -80 -0.5%
BFA
72
Bluestem Financial Advisors
Illinois
$898K +$26.5K +414 +3%
AIP
73
Ameritas Investment Partners
Nebraska
$897K +$76.1K +1,188 +8%
FIG
74
FundX Investment Group
California
$896K – – –
CPIG
75
Chicago Partners Investment Group
Illinois
$852K – – –
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.