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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
FIM
126
Fernwood Investment Management
Massachusetts
$320K +$7.95K +124 +2%
WCFA
127
Walkner Condon Financial Advisors
Wisconsin
$308K – – –
PA
128
Parallel Advisors
California
$306K – – –
RC
129
RegentAtlantic Capital
New Jersey
$297K -$47K -734 -12%
WDL
130
Well Done LLC
Michigan
$296K – – –
COF
131
Capital One Financial
Virginia
$291K +$340K +5,306 New
SMFS
132
Squar Milner Financial Services
California
$290K – – –
EDRIA
133
Edmonds Duncan Registered Investment Advisors
Kansas
$282K – – –
WWM
134
Western Wealth Management
Colorado
$279K – – –
GC
135
Grace Capital
Massachusetts
$277K – – –
MBTD
136
Mechanics Bank - Trust Department
California
$276K – – –
AFG
137
Affinia Financial Group
Massachusetts
$274K +$320K +5,000 New
EH
138
Equitable Holdings
New York
$270K +$316K +4,928 New
FWCM
139
Ferguson Wellman Capital Management
Oregon
$266K -$36.9K -576 -11%
FPFS
140
First Personal Financial Services
North Carolina
$263K -$19.2K -300 -6%
TCOV
141
Trust Company of Vermont
Vermont
$262K +$2.69K +42 +0.9%
CAC
142
Core Alternative Capital
Georgia
$261K +$304K +4,748 New
CFA
143
CWS Financial Advisors
Michigan
$258K – – –
LWA
144
LWS Wealth Advisors
New Jersey
$253K -$5.64K -88 -2%
MGIA
145
Moneta Group Investment Advisors
Missouri
$251K +$11K +172 +4%
PCFFS
146
Pacific Center for Financial Services
California
$241K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$237K -$3.85K -60 -1%
HA
148
Harborview Advisors
Maine
$236K -$2.05K -32 -0.7%
GL
149
Graypoint LLC
New York
$236K +$276K +4,308 New
WT
150
Whittier Trust
California
$235K +$9.61K +150 +4%
4 5
6
7 8

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.