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iShares ESG Optimized MSCI USA ETF
SUSA

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270 → 292 (+22)

4.12% more ownership

Funds ownership: 104.63% → 108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
ST
Spinnaker Trust
Maine
+$8.59M
4
Wells Fargo
Wells Fargo
California
+$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.24M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$987K
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$1.25M +$19.1K +264 +2%
LGWM
77
Litman Gregory Wealth Management
California
$1.22M -$1.45K -20 -0.1%
FIG
78
FundX Investment Group
California
$1.2M – – –
PPA
79
Parametric Portfolio Associates
Washington
$1.18M -$95.3K -1,320 -8%
CCA
80
Cobblestone Capital Advisors
New York
$1.12M -$62.3K -862 -5%
Citigroup
81
Citigroup
New York
$1.11M +$239K +3,308 +28%
TAS
82
TIFF Advisory Services
Pennsylvania
$1.1M +$1.08M +14,952 New
MA
83
Mutual Advisors
Nebraska
$1.09M -$61K -844 -5%
GAM
84
Gould Asset Management
California
$1.09M +$4.33K +60 +0.4%
BJL
85
Brighton Jones LLC
Washington
$1.08M +$47.5K +658 +5%
BAAM
86
Baker Avenue Asset Management
California
$1.05M +$10.5K +146 +1%
FCH
87
Freestone Capital Holdings
Washington
$1.05M +$43.6K +604 +4%
RWM
88
Ritholtz Wealth Management
New York
$1.04M +$505K +6,986 +97%
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$1.02M +$193K +2,668 +24%
BFA
90
Bluestem Financial Advisors
Illinois
$1.01M -$87.2K -1,208 -8%
CPIG
91
Chicago Partners Investment Group
Illinois
$1M -$13.7K -190 -1%
PSUF
92
People's United Financial
Connecticut
$996K +$114K +1,572 +13%
DADC
93
D.A. Davidson & Co
Montana
$987K +$642K +8,894 +196%
APP
94
Avantax Planning Partners
Iowa
$971K – – –
AAS
95
Avantax Advisory Services
Texas
$970K +$469K +6,490 +97%
WAG
96
Winthrop Advisory Group
Massachusetts
$936K +$63.3K +876 +7%
CG
97
Colony Group
Massachusetts
$927K +$16.9K +234 +2%
US Bancorp
98
US Bancorp
Minnesota
$926K -$3.47K -48 -0.4%
RZH
99
Relyea Zuckerberg Hanson
Connecticut
$905K +$61.1K +846 +8%
GT
100
Glenview Trust
Kentucky
$866K – – –
2 3
4
5 6

SUSA Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $940M — up 24% from $756M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SUSA positions and 14 closed out — a net gain of 23 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.24M.

  • 292 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $940M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +23 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $25.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2020 was Raymond James & Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.