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iShares ESG Optimized MSCI USA ETF
SUSA

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270 → 292 (+22)

4.12% more ownership

Funds ownership: 104.63% → 108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
ST
Spinnaker Trust
Maine
+$8.59M
4
Wells Fargo
Wells Fargo
California
+$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.24M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$987K
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
BB
126
Bell Bank
North Dakota
$534K +$48K +664 +10%
BOS
127
Bingham Osborn & Scarborough
California
$530K -$9.1K -126 -2%
MMA
128
Miracle Mile Advisors
California
$526K +$98.5K +1,364 +24%
5L
129
55I LLC
Massachusetts
$515K +$6.5K +90 +1%
WB
130
WesBanco Bank
West Virginia
$504K +$5.2K +72 +1%
SPIA
131
Steward Partners Investment Advisory
New York
$501K +$27K +374 +6%
Thrivent Financial for Lutherans
132
Thrivent Financial for Lutherans
Minnesota
$499K – – –
PSC
133
Prentiss Smith & Co
Vermont
$494K -$60.4K -836 -11%
PGA
134
Portland Global Advisors
Maine
$482K – – –
SFG
135
SNS Financial Group
Minnesota
$482K – – –
OFG
136
Oxford Financial Group
Indiana
$476K – – –
MGIA
137
Moneta Group Investment Advisors
Missouri
$464K +$70.2K +972 +18%
AFG
138
Affinia Financial Group
Massachusetts
$460K +$117K +1,618 +35%
BAM
139
Belpointe Asset Management
Nevada
$452K +$29.3K +406 +7%
CCM
140
Coldstream Capital Management
Washington
$435K -$17.6K -244 -4%
FCI
141
Financial Counselors Inc
Kansas
$433K -$32.2K -446 -7%
WWM
142
Western Wealth Management
Colorado
$433K +$56.2K +778 +15%
FAAS
143
First Allied Advisory Services
California
$428K +$172K +2,382 +69%
RCS
144
Retirement Capital Strategies
California
$428K +$428K +5,920 New
WCFA
145
Walkner Condon Financial Advisors
Wisconsin
$409K -$4.19K -58 -1%
FHA
146
Flagship Harbor Advisors
Massachusetts
$406K -$3.18K -44 -0.8%
Franklin Resources
147
Franklin Resources
California
$402K +$359K +4,970 +994%
WWM
148
WJ Wealth Management
Arizona
$401K +$394K +5,450 New
RC
149
RegentAtlantic Capital
New Jersey
$398K – – –
WDL
150
Well Done LLC
Michigan
$396K – – –
4 5
6
7 8

SUSA Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $940M — up 24% from $756M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SUSA positions and 14 closed out — a net gain of 23 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.24M.

  • 292 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $940M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +23 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $25.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2020 was Raymond James & Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.