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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
RWM
101
Ritholtz Wealth Management
New York
$412K +$24.5K +410 +6%
AIP
102
Ameritas Investment Partners
Nebraska
$401K +$395K +6,594 New
PGA
103
Portland Global Advisors
Maine
$399K – – –
AIC
104
Ameritas Investment Company
Nebraska
$386K +$379K +6,338 New
FDCC
105
Foster Dykema Cabot & Co
Massachusetts
$380K – – –
AG
106
Advisor Group
Arizona
$376K +$19.3K +322 +5%
WAG
107
Winthrop Advisory Group
Massachusetts
$366K +$85.6K +1,430 +31%
SFG
108
SNS Financial Group
Minnesota
$350K – – –
AAS
109
Avantax Advisory Services
Texas
$329K -$6.34K -106 -2%
WDL
110
Well Done LLC
Michigan
$328K – – –
SWP
111
Stratos Wealth Partners
Ohio
$326K +$120 +2 +0%
SMFS
112
Squar Milner Financial Services
California
$323K – – –
FPFS
113
First Personal Financial Services
North Carolina
$320K – – –
WB
114
WesBanco Bank
West Virginia
$313K +$308K +5,146 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$310K +$38.9K +650 +15%
FIM
116
Fernwood Investment Management
Massachusetts
$308K – – –
GC
117
Grace Capital
Massachusetts
$308K – – –
DADC
118
D.A. Davidson & Co
Montana
$305K +$33.1K +554 +12%
CIM
119
Cambria Investment Management
California
$304K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$302K +$297K +4,970 New
CCFCSB
121
Cape Cod Five Cents Savings Bank
Massachusetts
$299K -$12.3K -206 -4%
WSTAM
122
Wilbanks Smith & Thomas Asset Management
Virginia
$293K – – –
TCOV
123
Trust Company of Vermont
Vermont
$292K +$3.59K +60 +1%
WWM
124
Western Wealth Management
Colorado
$292K +$51.2K +856 +22%
RC
125
RegentAtlantic Capital
New Jersey
$285K +$2.87K +48 +1%
3 4
5
6 7

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.