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iShares ESG Optimized MSCI USA ETF
SUSA

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 44

14% more funds holding

Funds holding: 177 → 201 (+24)

6% more capital invested

Capital invested by funds: $361M → $382M (+$21.4M)

5.04% less ownership

Funds ownership: 103.96% → 98.92% (-5%)

Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$45.6M
2
Wells Fargo
Wells Fargo
California
+$8.99M
3
RJA
Raymond James & Associates
Florida
+$5.91M
4
DIA
Dana Investment Advisors
Wisconsin
+$4.25M
5
GIP
Granite Investment Partners
California
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$47.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.66M
4
Jane Street
Jane Street
New York
-$1.32M
5
Stifel Financial
Stifel Financial
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$103K – – –
GWM
152
Geneos Wealth Management
Colorado
$102K – – –
WCM
153
Wealthcare Capital Management
Virginia
$99K +$107K +1,928 New
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98K – – –
BAM
155
Barrett Asset Management
New York
$90K – – –
FCB
156
First Command Bank
Texas
$89K +$50.9K +918 +115%
FCFS
157
First Command Financial Services
Texas
$89K +$50.9K +918 +115%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$87.7K – – –
SWM
159
SeaCrest Wealth Management
New York
$80K – – –
LNB
160
Ledyard National Bank
$75K – – –
GAM
161
Gemmer Asset Management
California
$64K -$444 -8 -0.6%
LFA
162
Legacy Financial Advisors
Kentucky
$56K +$555 +10 +0.9%
ADL
163
Asset Dedication LLC
California
$56K +$6.43K +116 +12%
HI
164
Hudock Inc
Pennsylvania
$54K +$6.21K +112 +12%
APC
165
Aspire Private Capital
North Carolina
$51K +$54.8K +988 New
FWM
166
Focused Wealth Management
New York
$49K – – –
NSIM
167
North Star Investment Management
Illinois
$49K – – –
CAC
168
Certified Advisory Corp
Florida
$42K +$222 +4 +0.5%
FANJ
169
Financial Architects (New Jersey)
New Jersey
$41K – – –
WCM
170
WealthBridge Capital Management
Ohio
$41K +$44.4K +800 New
IA
171
IFP Advisors
Florida
$40K -$10.4K -188 -19%
FEG
172
Financial Enhancement Group
Indiana
$38K – – –
PAI
173
Pittenger & Anderson Inc
Nebraska
$35K +$37.8K +682 New
Deutsche Bank
174
Deutsche Bank
Germany
$33K +$20.3K +366 +130%
WEC
175
Winslow Evans & Crocker
Massachusetts
$32K – – –
5 6
7
8 9

SUSA Hedge Fund Activity: Q4 2018 in Review

201 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2018, worth a combined $382M — up 5.9% from $361M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 14 closed out — a net gain of 24 holders — while 63 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $47.7M.

  • 201 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2018, up from 177 in Q3 2018.
  • Funds reported $382M of iShares ESG Optimized MSCI USA ETF stock for Q4 2018, up 5.9% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2018 and 14 closed out, a net change of +24 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2018 was Bank of America, an estimated $45.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2018.