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iShares ESG Optimized MSCI USA ETF
SUSA

177 hedge funds and large institutions have $361M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

13% more capital invested

Capital invested by funds: $318M → $361M (+$42.8M)

3% more funds holding

Funds holding: 172 → 177 (+5)

0.08% less ownership

Funds ownership: 104.04% → 103.96% (-0.08%)

Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$13.2M
2
Brown Advisory
Brown Advisory
Maryland
+$2.49M
3
Jane Street
Jane Street
New York
+$2.39M
4
FEG
Fund Evaluation Group
Ohio
+$1.61M
5
Ameriprise
Ameriprise
Minnesota
+$1.52M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$9.77M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.17M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.9M
4
TF
TIAA FSB
Florida
-$1.09M
5
JFA
JNBA Financial Advisors
Minnesota
-$747K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
101
Greenwich Wealth Management
Connecticut
$312K -$15.4K -262 -5%
BOS
102
Bingham Osborn & Scarborough
California
$309K – – –
BIA
103
Bigelow Investment Advisors
Maine
$304K +$299K +5,100 New
Baird Financial Group
104
Baird Financial Group
Wisconsin
$299K -$1.88K -32 -0.6%
SWP
105
Stratos Wealth Partners
Ohio
$291K +$35.2K +600 +14%
TCOV
106
Trust Company of Vermont
Vermont
$284K – – –
RC
107
RegentAtlantic Capital
New Jersey
$277K – – –
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$269K +$28.4K +484 +12%
MGIA
109
Moneta Group Investment Advisors
Missouri
$263K – – –
RG
110
Rikoon Group
New Mexico
$261K – – –
PCFFS
111
Pacific Center for Financial Services
California
$260K +$352 +6 +0.1%
DADC
112
D.A. Davidson & Co
Montana
$253K -$2.11K -36 -0.8%
WSTAM
113
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$2.93K -50 -1%
BBA
114
Braun-Bostich & Associates
Pennsylvania
$250K +$90.6K +1,544 +58%
HA
115
Harborview Advisors
Maine
$242K +$9.39K +160 +4%
BTS
116
BB&T Securities
Virginia
$239K +$3.4K +58 +1%
HB
117
Homrich & Berg
Georgia
$239K +$235K +4,000 New
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$235K – – –
CIBC World Market
119
CIBC World Market
Ontario, Canada
$227K – – –
AG
120
Advisor Group
Arizona
$222K +$118K +2,006 +118%
OCM
121
One Capital Management
California
$218K +$117 +2 +0.1%
BFEC
122
Benjamin F. Edwards & Company
Missouri
$217K – – –
EVM
123
Eaton Vance Management
Massachusetts
$217K – – –
Comerica Bank
124
Comerica Bank
Texas
$216K – – –
PMG
125
ProVise Management Group
Florida
$213K -$19.2K -328 -8%
3 4
5
6 7

SUSA Hedge Fund Activity: Q3 2018 in Review

177 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2018, worth a combined $361M — up 13% from $318M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SUSA positions and 11 closed out — a net gain of 5 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $9.77M.

  • 177 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2018, up from 172 in Q2 2018.
  • Funds reported $361M of iShares ESG Optimized MSCI USA ETF stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2018 and 11 closed out, a net change of +5 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2018 was Bank of America, an estimated $13.2M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.77M sold.

Based on aggregated 13F filings for Q3 2018.