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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
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$279K – – –
MCWS
127
McKinley Carter Wealth Services
West Virginia
$270K -$1.32K -22 -0.5%
MGIA
128
Moneta Group Investment Advisors
Missouri
$268K – – –
PCFFS
129
Pacific Center for Financial Services
California
$266K +$239 +4 +0.1%
HA
130
Harborview Advisors
Maine
$263K -$1.32K -22 -0.5%
WT
131
Whittier Trust
California
$252K +$247K +4,130 New
OCM
132
One Capital Management
California
$241K +$120 +2 +0.1%
BSW
133
Buckingham Strategic Wealth
Missouri
$237K – – –
AA
134
Advisory Alpha
Michigan
$233K – – –
GWM
135
Greenwich Wealth Management
Connecticut
$227K – – –
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K – – –
BFEC
137
Benjamin F. Edwards & Company
Missouri
$222K – – –
CIBC World Market
138
CIBC World Market
Ontario, Canada
$222K – – –
SCG
139
Sonata Capital Group
Washington
$222K – – –
AWM
140
AE Wealth Management
Kansas
$220K +$5.03K +84 +2%
AC
141
Alexandria Capital
Virginia
$219K – – –
PMG
142
ProVise Management Group
Florida
$219K – – –
BJL
143
Brighton Jones LLC
Washington
$219K +$215K +3,600 New
AIM
144
Acropolis Investment Management
Missouri
$218K – – –
EWF
145
Epstein & White Financial
California
$218K +$5.03K +84 +2%
BTS
146
BB&T Securities
Virginia
$217K +$3.59K +60 +2%
EVM
147
Eaton Vance Management
Massachusetts
$216K +$212K +3,540 New
WCG
148
Weaver Consulting Group
California
$213K – – –
FFN
149
Focus Financial Network
Minnesota
$212K +$359 +6 +0.2%
CWM
150
Cranbrook Wealth Management
Michigan
$212K +$79.7K +1,332 +62%
4 5
6
7 8

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.