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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
IA
151
IFP Advisors
Florida
$58K – – –
ADL
152
Asset Dedication LLC
California
$58K +$2.58K +44 +5%
HI
153
Hudock Inc
Pennsylvania
$57K -$15.5K -264 -22%
FWM
154
Focused Wealth Management
New York
$57K – – –
NSIM
155
North Star Investment Management
Illinois
$57K +$352 +6 +0.6%
CAC
156
Certified Advisory Corp
Florida
$48K +$235 +4 +0.5%
FCB
157
First Command Bank
Texas
$48K +$46.9K +800 New
FCFS
158
First Command Financial Services
Texas
$48K +$46.9K +800 New
FANJ
159
Financial Architects (New Jersey)
New Jersey
$47K +$46.2K +788 New
RCAG
160
Rehmann Capital Advisory Group
Michigan
$41.5K – – –
FEG
161
Financial Enhancement Group
Indiana
$38K -$33.2K -566 -47%
1IA
162
1834 Investment Advisors
Wisconsin
$36K – – –
WEC
163
Winslow Evans & Crocker
Massachusetts
$36K – – –
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$33K +$4.22K +72 +15%
MSA
165
Marino Stram & Associates
Massachusetts
$26K – – –
ATC
166
Adirondack Trust Company
New York
$24K – – –
FHA
167
First Horizon Advisors
Tennessee
$19K -$41.5K -708 -69%
PG
168
Patten Group
Tennessee
$18K +$2.93K +50 +20%
Deutsche Bank
169
Deutsche Bank
Germany
$17K – – –
MM
170
Main Management
California
$15K +$15.5K +264 New
TC
171
Trust Company
Kansas
$14K – – –
ST
172
Smithfield Trust
Pennsylvania
$12K – – –
SF
173
Synovus Financial
Georgia
$12K – – –
APA
174
American Portfolios Advisors
New York
$7.16K – – –
BlackRock
175
BlackRock
New York
$5K +$469 +8 +11%
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.