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iShares ESG Optimized MSCI USA ETF
SUSA

250 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

135% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $452M → $542M (+$90M)

13% more funds holding

Funds holding: 221 → 250 (+29)

1.84% more ownership

Funds ownership: 87.94% → 89.78% (+1.8%)

Holders
250
Holders Change
+29
Holders Change %
+13.12%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$9.44M
2
Bank of America
Bank of America
North Carolina
+$7.81M
3
Morgan Stanley
Morgan Stanley
New York
+$6.24M
4
UBS Group
UBS Group
Switzerland
+$5.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$3.98M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
101
Cetera Advisor Networks
California
$521K +$5.75K +90 +1%
PSUF
102
People's United Financial
Connecticut
$513K +$489K +7,654 New
CIBC Asset Management
103
CIBC Asset Management
Ontario, Canada
$501K – – –
OFG
104
Oxford Financial Group
Indiana
$492K – – –
BOS
105
Bingham Osborn & Scarborough
California
$490K +$1.02K +16 +0.2%
PCM
106
Parsons Capital Management
Rhode Island
$473K – – –
BB
107
Bell Bank
North Dakota
$465K – – –
SPIA
108
Steward Partners Investment Advisory
New York
$465K +$126K +1,966 +40%
Citadel Advisors
109
Citadel Advisors
Florida
$458K +$437K +6,830 New
AAS
110
Avantax Advisory Services
Texas
$440K +$70.7K +1,106 +20%
PGA
111
Portland Global Advisors
Maine
$439K – – –
WB
112
WesBanco Bank
West Virginia
$436K – – –
WAG
113
Winthrop Advisory Group
Massachusetts
$432K +$26.9K +420 +7%
RWM
114
Ritholtz Wealth Management
New York
$423K -$28.6K -448 -7%
3AM
115
3EDGE Asset Management
Florida
$414K +$395K +6,182 New
RC
116
RegentAtlantic Capital
New Jersey
$412K – – –
DADC
117
D.A. Davidson & Co
Montana
$412K +$82.6K +1,292 +27%
SFG
118
SNS Financial Group
Minnesota
$408K +$21.4K +334 +6%
CONA
119
Capital One National Association
New York
$384K +$367K +5,734 New
FIM
120
Fernwood Investment Management
Massachusetts
$383K +$41.9K +656 +13%
WCFA
121
Walkner Condon Financial Advisors
Wisconsin
$377K +$359K +5,620 New
PA
122
Parallel Advisors
California
$374K -$311K -4,864 -47%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$363K +$346K +5,416 New
WDL
124
Well Done LLC
Michigan
$361K – – –
SMFS
125
Squar Milner Financial Services
California
$355K +$339K +5,300 New
3 4
5
6 7

SUSA Hedge Fund Activity: Q4 2019 in Review

250 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2019, worth a combined $542M — up 20% from $452M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SUSA positions and 19 closed out — a net gain of 32 holders — while 87 added to existing stakes and 37 trimmed.

The largest buyer was Truist Financial, adding an estimated $9.44M. The largest seller was M&T Bank, exiting entirely with an estimated $7.35M sold.

  • 250 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2019, up from 221 in Q3 2019.
  • Funds reported $542M of iShares ESG Optimized MSCI USA ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 51 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2019 and 19 closed out, a net change of +32 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2019 was Truist Financial, an estimated $9.44M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2019 was M&T Bank, an estimated $7.35M sold.

Based on aggregated 13F filings for Q4 2019.