We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 43

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $382M → $459M (+$76.9M)

3% more funds holding

Funds holding: 201 → 207 (+6)

0.05% less ownership

Funds ownership: 98.92% → 98.88% (-0.05%)

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29M
2
Mariner
Mariner
Kansas
+$5.23M
3
Ameriprise
Ameriprise
Minnesota
+$2.97M
4
Jane Street
Jane Street
New York
+$2.66M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.36M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.2M
2
RJA
Raymond James & Associates
Florida
-$4.01M
3
DIA
Dana Investment Advisors
Wisconsin
-$3.96M
4
GIP
Granite Investment Partners
California
-$3.13M
5
UBS Group
UBS Group
Switzerland
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
76
Freestone Capital Holdings
Washington
$656K +$625K +11,094 New
BAAM
77
Baker Avenue Asset Management
California
$636K -$30.4K -540 -5%
CAN
78
Cetera Advisor Networks
California
$627K – – –
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$617K +$146K +2,588 +33%
JFA
80
JNBA Financial Advisors
Minnesota
$599K +$7.67K +136 +1%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$553K -$6.2K -110 -1%
SHCM
82
Stokes & Hubbell Capital Management
Louisiana
$549K – – –
SGAM
83
Steinberg Global Asset Management
Florida
$543K +$2.93K +52 +0.6%
NAM
84
North American Management
Massachusetts
$538K +$512K +9,092 New
LGWM
85
Litman Gregory Wealth Management
California
$530K +$5.75K +102 +1%
SFS
86
Sowell Financial Services
Arkansas
$498K +$3.94K +70 +0.8%
CCA
87
Cobblestone Capital Advisors
New York
$491K -$18.6K -330 -4%
CIBC Asset Management
88
CIBC Asset Management
Ontario, Canada
$482K +$460K +8,160 New
CS
89
Credit Suisse
Switzerland
$469K -$22.2K -394 -5%
Citigroup
90
Citigroup
New York
$464K -$56.1K -996 -11%
GC
91
Grimes & Company
Massachusetts
$453K +$148K +2,634 +52%
OFG
92
Oxford Financial Group
Indiana
$434K +$414K +7,348 New
CA
93
Cetera Advisors
Colorado
$433K +$21.1K +374 +5%
BOS
94
Bingham Osborn & Scarborough
California
$431K +$119K +2,112 +41%
PCM
95
Parsons Capital Management
Rhode Island
$410K +$338 +6 +0.1%
BIA
96
Bigelow Investment Advisors
Maine
$397K +$99.3K +1,762 +36%
PGA
97
Portland Global Advisors
Maine
$387K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$381K +$186K +3,304 +105%
RWM
99
Ritholtz Wealth Management
New York
$376K +$19.8K +352 +6%
FDCC
100
Foster Dykema Cabot & Co
Massachusetts
$369K – – –
2 3
4
5 6

SUSA Hedge Fund Activity: Q1 2019 in Review

207 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2019, worth a combined $459M — up 20% from $382M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SUSA positions and 20 closed out — a net gain of 9 holders — while 74 added to existing stakes and 43 trimmed.

The largest buyer was Bank of America, adding an estimated $29M. The largest seller was Wells Fargo, cutting an estimated $7.2M.

  • 207 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2019, up from 201 in Q4 2018.
  • Funds reported $459M of iShares ESG Optimized MSCI USA ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 29 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2019 and 20 closed out, a net change of +9 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2019 was Bank of America, an estimated $29M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2019 was Wells Fargo, an estimated $7.2M sold.

Based on aggregated 13F filings for Q1 2019.