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iShares ESG Optimized MSCI USA ETF
SUSA

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 44

14% more funds holding

Funds holding: 177 → 201 (+24)

6% more capital invested

Capital invested by funds: $361M → $382M (+$21.4M)

5.04% less ownership

Funds ownership: 103.96% → 98.92% (-5%)

Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$45.6M
2
Wells Fargo
Wells Fargo
California
+$8.99M
3
RJA
Raymond James & Associates
Florida
+$5.91M
4
DIA
Dana Investment Advisors
Wisconsin
+$4.25M
5
GIP
Granite Investment Partners
California
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$47.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.66M
4
Jane Street
Jane Street
New York
-$1.32M
5
Stifel Financial
Stifel Financial
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$548K -$70.3K -1,268 -11%
SAS
77
Sage Advisory Services
Texas
$519K +$558K +10,056 New
JFA
78
JNBA Financial Advisors
Minnesota
$516K +$555K +10,000 New
CWM
79
Cornerstone Wealth Management
Missouri
$515K -$47.7M -860,676 -99%
WIM
80
Westside Investment Management
California
$498K +$535K +9,656 New
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$488K – – –
SHCM
82
Stokes & Hubbell Capital Management
Louisiana
$479K – – –
SGAM
83
Steinberg Global Asset Management
Florida
$471K -$254K -4,588 -33%
LGWM
84
Litman Gregory Wealth Management
California
$457K +$64.4K +1,162 +15%
Citigroup
85
Citigroup
New York
$456K -$776 -14 -0.2%
CCA
86
Cobblestone Capital Advisors
New York
$445K – – –
SFS
87
Sowell Financial Services
Arkansas
$431K +$463K +8,350 New
CS
88
Credit Suisse
Switzerland
$429K – – –
AWS
89
AJ Wealth Strategies
New York
$416K +$447K +8,060 New
RP
90
Riverbridge Partners
Minnesota
$410K +$441K +7,952 New
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$406K – – –
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$404K +$59.9K +1,080 +16%
CA
93
Cetera Advisors
Colorado
$359K -$315K -5,680 -45%
PCM
94
Parsons Capital Management
Rhode Island
$358K +$7.76K +140 +2%
CG
95
Colony Group
Massachusetts
$342K -$176K -3,170 -32%
PGA
96
Portland Global Advisors
Maine
$338K -$17.1K -308 -4%
FDCC
97
Foster Dykema Cabot & Co
Massachusetts
$322K +$7.54K +136 +2%
RWM
98
Ritholtz Wealth Management
New York
$310K +$6.77K +122 +2%
FPFS
99
First Personal Financial Services
North Carolina
$307K – – –
PA
100
Parallel Advisors
California
$301K – – –
2 3
4
5 6

SUSA Hedge Fund Activity: Q4 2018 in Review

201 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2018, worth a combined $382M — up 5.9% from $361M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 14 closed out — a net gain of 24 holders — while 63 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $47.7M.

  • 201 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2018, up from 177 in Q3 2018.
  • Funds reported $382M of iShares ESG Optimized MSCI USA ETF stock for Q4 2018, up 5.9% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2018 and 14 closed out, a net change of +24 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2018 was Bank of America, an estimated $45.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2018.