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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
AIM
126
Acropolis Investment Management
Missouri
$213K – – –
CAG
127
Crestwood Advisors Group
Massachusetts
$207K – – –
EWF
128
Epstein & White Financial
California
$203K +$199K +3,398 New
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$196K +$98.9K +1,686 +105%
NCM
130
New Capital Management
Texas
$166K – – –
MA
131
MUFG Americas
New York
$164K – – –
OC
132
Oakworth Capital
Alabama
$159K – – –
AWM
133
AllSquare Wealth Management
New York
$155K +$10.2K +174 +7%
FFW
134
Fusion Family Wealth
New York
$143K -$5.87K -100 -4%
CCM
135
Cribstone Capital Management
Maine
$135K -$587 -10 -0.4%
BCI
136
Brinker Capital Investments
Pennsylvania
$129K – – –
CWM
137
Cranbrook Wealth Management
Michigan
$128K – – –
WAM
138
Watermark Asset Management
California
$124K +$9.39K +160 +8%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$120K – – –
BWA
140
BDO Wealth Advisors
Florida
$119K – – –
GWM
141
Geneos Wealth Management
Colorado
$119K – – –
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$23.5K -400 -17%
BAM
143
Barrett Asset Management
New York
$104K -$2.93K -50 -3%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$101K +$99.7K +1,700 New
SWM
145
SeaCrest Wealth Management
New York
$92K – – –
LNB
146
Ledyard National Bank
$87K – – –
SPIA
147
Steward Partners Investment Advisory
New York
$82K – – –
GAM
148
Gemmer Asset Management
California
$74K -$14.2K -242 -16%
LFA
149
Legacy Financial Advisors
Kentucky
$63K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$63K +$24.6K +420 +65%
4 5
6
7 8

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.