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iShares ESG Optimized MSCI USA ETF
SUSA

244 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 58

18.46% more ownership

Funds ownership: 89.78% → 108.23% (+18%)

3% less capital invested

Capital invested by funds: $542M → $525M (-$16.5M)

2% less funds holding

Funds holding: 250 → 244 (-6)

10% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 30

Holders
244
Holders Change
-6
Holders Change %
-2.4%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.8M
2
Betterment LLC
Betterment LLC
New York
+$16.5M
3
RJA
Raymond James & Associates
Florida
+$11.3M
4
M&T Bank
M&T Bank
New York
+$7.97M
5
Ameriprise
Ameriprise
Minnesota
+$7.82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$12.7M
2
GC
Garde Capital
Washington
-$3.26M
3
GIP
Granite Investment Partners
California
-$1.46M
4
ACA
Affinity Capital Advisors
California
-$843K
5
DWM
Destination Wealth Management
California
-$766K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$513K – – –
CAN
102
Cetera Advisor Networks
California
$452K +$30.5K +476 +6%
RA
103
Rational Advisors
New York
$446K +$521K +8,132 New
TCM
104
Tuttle Capital Management
Connecticut
$446K +$521K +8,132 New
CIBC Asset Management
105
CIBC Asset Management
Ontario, Canada
$410K – – –
BJL
106
Brighton Jones LLC
Washington
$409K +$207K +3,222 +76%
PSC
107
Prentiss Smith & Co
Vermont
$409K +$236K +3,686 +98%
OFG
108
Oxford Financial Group
Indiana
$403K – – –
FHA
109
Flagship Harbor Advisors
Massachusetts
$400K -$222K -3,462 -32%
BOS
110
Bingham Osborn & Scarborough
California
$394K -$8.97K -140 -2%
PA
111
Parkside Advisors
California
$392K +$253K +3,944 +123%
CCM
112
Coldstream Capital Management
Washington
$389K -$64K -998 -12%
SPIA
113
Steward Partners Investment Advisory
New York
$378K -$2.95K -46 -0.7%
WB
114
WesBanco Bank
West Virginia
$373K +$17.2K +268 +4%
MMA
115
Miracle Mile Advisors
California
$371K -$97.4K -1,520 -18%
PCM
116
Parsons Capital Management
Rhode Island
$369K -$20.9K -326 -5%
BAM
117
Belpointe Asset Management
Nevada
$363K +$424K +6,618 New
BB
118
Bell Bank
North Dakota
$362K -$21.5K -336 -5%
PGA
119
Portland Global Advisors
Maine
$359K – – –
SFG
120
SNS Financial Group
Minnesota
$359K +$29.7K +464 +8%
AAS
121
Avantax Advisory Services
Texas
$355K -$5.13K -80 -1%
RWM
122
Ritholtz Wealth Management
New York
$353K +$7.31K +114 +2%
DADC
123
D.A. Davidson & Co
Montana
$338K – – –
FCI
124
Financial Counselors Inc
Kansas
$333K +$195K +3,048 +101%
BAAM
125
Baker Avenue Asset Management
California
$323K -$188K -2,930 -33%
3 4
5
6 7

SUSA Hedge Fund Activity: Q1 2020 in Review

244 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2020, worth a combined $525M — down 3% from $542M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SUSA and 27 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 87 added.

The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Bank of America, cutting an estimated $12.7M.

  • 244 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2020, down from 250 in Q4 2019.
  • Funds reported $525M of iShares ESG Optimized MSCI USA ETF stock for Q1 2020, down 3% quarter-over-quarter.
  • 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2020 and 30 closed out, a net change of -3 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2020 was Morgan Stanley, an estimated $26.8M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2020 was Bank of America, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2020.