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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
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$345K +$38.4K +600 +13%
FPFS
127
First Personal Financial Services
North Carolina
$342K -$10.2K -160 -3%
WWM
128
Western Wealth Management
Colorado
$342K +$27.9K +436 +9%
GC
129
Grace Capital
Massachusetts
$339K – – –
MBTD
130
Mechanics Bank - Trust Department
California
$336K – – –
LFA
131
Legacy Financial Advisors
Kentucky
$330K +$26.9K +420 +9%
TCOV
132
Trust Company of Vermont
Vermont
$318K -$4.6K -72 -1%
LWA
133
LWS Wealth Advisors
New Jersey
$315K +$301K +4,702 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$299K – – –
MGIA
135
Moneta Group Investment Advisors
Missouri
$295K +$128 +2 +0%
PCFFS
136
Pacific Center for Financial Services
California
$294K +$767 +12 +0.3%
HA
137
Harborview Advisors
Maine
$290K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$284K -$17.8K -278 -6%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$284K -$13.3K -208 -5%
BJL
140
Brighton Jones LLC
Washington
$284K +$40.7K +636 +18%
WT
141
Whittier Trust
California
$277K – – –
LWAC
142
Laurel Wealth Advisors (California)
California
$273K +$261K +4,074 New
CCFCSB
143
Cape Cod Five Cents Savings Bank
Massachusetts
$265K -$7.55K -118 -3%
OCM
144
One Capital Management
California
$265K – – –
BSW
145
Buckingham Strategic Wealth
Missouri
$260K – – –
BCWM
146
Bartlett & Co Wealth Management
Ohio
$260K – – –
CFA
147
CWS Financial Advisors
Michigan
$258K +$246K +3,844 New
Renaissance Technologies
148
Renaissance Technologies
New York
$255K +$243K +3,800 New
VHAM
149
Van Hulzen Asset Management
California
$255K +$243K +3,802 New
WU
150
Wealthsimple US
New York
$253K +$241K +3,776 New
4 5
6
7 8

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.