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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
GT
76
Glenview Trust
Kentucky
$717K – – –
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$692K +$2.63K +44 +0.4%
NP
78
NorthRock Partners
Minnesota
$690K -$5.03K -84 -0.7%
PBO
79
Peoples Bank (Ohio)
Ohio
$652K -$39.1K -654 -6%
CWM
80
Cornerstone Wealth Management
Missouri
$647K +$55K +920 +9%
JFA
81
JNBA Financial Advisors
Minnesota
$641K +$22.5K +376 +4%
NAM
82
North American Management
Massachusetts
$588K +$32.9K +550 +6%
CA
83
Cetera Advisors
Colorado
$580K +$130K +2,170 +30%
TA
84
Tiedemann Advisors
New York
$571K +$327K +5,466 +140%
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$570K – – –
HPC
86
HM Payson & Co
Maine
$569K +$559K +9,336 New
GC
87
Grimes & Company
Massachusetts
$559K +$90.6K +1,514 +20%
LGWM
88
Litman Gregory Wealth Management
California
$554K +$7.9K +132 +1%
CAN
89
Cetera Advisor Networks
California
$547K -$97K -1,622 -15%
CCA
90
Cobblestone Capital Advisors
New York
$544K +$37.7K +630 +8%
PA
91
Parallel Advisors
California
$530K +$188K +3,138 +56%
BAAM
92
Baker Avenue Asset Management
California
$528K -$124K -2,080 -19%
CIBC Asset Management
93
CIBC Asset Management
Ontario, Canada
$497K – – –
Citigroup
94
Citigroup
New York
$478K +$239 +4 +0.1%
BOPW
95
Brandywine Oak Private Wealth
Pennsylvania
$455K +$447K +7,468 New
OFG
96
Oxford Financial Group
Indiana
$448K – – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$445K +$280K +4,678 +178%
BOS
98
Bingham Osborn & Scarborough
California
$445K +$359 +6 +0.1%
BIA
99
Bigelow Investment Advisors
Maine
$441K +$31K +518 +8%
PCM
100
Parsons Capital Management
Rhode Island
$423K +$359 +6 +0.1%
2 3
4
5 6

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.