We are live on ! Find out more
SUSA icon

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
SCG
101
Sonata Capital Group
Washington
$299K – – –
SFG
102
SNS Financial Group
Minnesota
$297K – – –
AG
103
Advisor Group
Arizona
$284K +$98.9K +1,784 +48%
WDL
104
Well Done LLC
Michigan
$278K – – –
CC
105
Claybrook Capital
Massachusetts
$278K +$299K +5,386 New
SWP
106
Stratos Wealth Partners
Ohio
$276K +$25.7K +464 +10%
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$274K -$10.8K -194 -4%
SMFS
108
Squar Milner Financial Services
California
$273K – – –
GWM
109
Greenwich Wealth Management
Connecticut
$270K – – –
BOS
110
Bingham Osborn & Scarborough
California
$267K – – –
FIM
111
Fernwood Investment Management
Massachusetts
$261K +$280K +5,056 New
GC
112
Grace Capital
Massachusetts
$261K +$280K +5,056 New
GC
113
Grimes & Company
Massachusetts
$259K +$279K +5,024 New
CIM
114
Cambria Investment Management
California
$257K -$92.1K -1,660 -25%
BIA
115
Bigelow Investment Advisors
Maine
$255K -$8.32K -150 -3%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$247K +$265K +4,780 New
TCOV
117
Trust Company of Vermont
Vermont
$245K -$1.11K -20 -0.4%
AWM
118
Affinity Wealth Management
Delaware
$242K +$260K +4,692 New
RC
119
RegentAtlantic Capital
New Jersey
$239K – – –
EDRIA
120
Edmonds Duncan Registered Investment Advisors
Kansas
$234K +$33.7K +608 +15%
MGIA
121
Moneta Group Investment Advisors
Missouri
$227K +$111 +2 +0%
RG
122
Rikoon Group
New Mexico
$226K – – –
WAG
123
Winthrop Advisory Group
Massachusetts
$226K +$243K +4,376 New
PCFFS
124
Pacific Center for Financial Services
California
$225K +$555 +10 +0.2%
DADC
125
D.A. Davidson & Co
Montana
$219K – – –
3 4
5
6 7

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.