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iShares ESG Optimized MSCI USA ETF
SUSA

209 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 27

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $459M → $542M (+$83M)

1% more funds holding

Funds holding: 207 → 209 (+2)

0.65% more ownership

Funds ownership: 98.88% → 99.53% (+0.65%)

Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
92
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$29.2M
2
UBS Group
UBS Group
Switzerland
+$8.86M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.2M
4
GC
Garde Capital
Washington
+$3.06M
5
MWM
Mission Wealth Management
California
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$1.81M
2
Morgan Stanley
Morgan Stanley
New York
-$1.53M
3
CS
Credit Suisse
Switzerland
-$469K
4
RJA
Raymond James & Associates
Florida
-$245K
5
Comerica Bank
Comerica Bank
Texas
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
151
Johnson Investment Counsel
Ohio
$212K +$210K +3,510 New
CAG
152
Crestwood Advisors Group
Massachusetts
$211K – – –
MMA
153
Miracle Mile Advisors
California
$206K +$202K +3,380 New
SFA
154
Sequoia Financial Advisors
Ohio
$206K +$203K +3,388 New
FAAS
155
First Allied Advisory Services
California
$202K +$198K +3,312 New
FM
156
Family Management
New York
$192K +$188K +3,150 New
NCM
157
New Capital Management
Texas
$169K – – –
MA
158
MUFG Americas
New York
$168K – – –
RTC
159
Riverview Trust Company
Washington
$164K -$2.39K -40 -1%
OC
160
Oakworth Capital
Alabama
$162K – – –
BBA
161
Braun-Bostich & Associates
Pennsylvania
$150K +$88.8K +1,484 +35%
FFW
162
Fusion Family Wealth
New York
$146K – – –
CCM
163
Cribstone Capital Management
Maine
$137K – – –
BCI
164
Brinker Capital Investments
Pennsylvania
$132K – – –
AWM
165
AllSquare Wealth Management
New York
$131K – – –
WCM
166
Wealthcare Capital Management
Virginia
$117K – – –
GWM
167
Geneos Wealth Management
Colorado
$116K -$5.26K -88 -4%
BAM
168
Barrett Asset Management
New York
$116K +$8.97K +150 +9%
FCB
169
First Command Bank
Texas
$105K – – –
FCFS
170
First Command Financial Services
Texas
$105K – – –
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$104K +$479 +8 +0.5%
Deutsche Bank
172
Deutsche Bank
Germany
$89K +$26.9K +450 +44%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$83K +$33.9K +566 +72%
PAI
174
Pittenger & Anderson Inc
Nebraska
$77K – – –
GAM
175
Gemmer Asset Management
California
$76K +$239 +4 +0.3%
5 6
7
8 9

SUSA Hedge Fund Activity: Q2 2019 in Review

209 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2019, worth a combined $542M — up 18% from $459M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SUSA positions and 16 closed out — a net gain of 7 holders — while 92 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was TIAA FSB, exiting entirely with an estimated $1.81M sold.

  • 209 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2019, up from 207 in Q1 2019.
  • Funds reported $542M of iShares ESG Optimized MSCI USA ETF stock for Q2 2019, up 18% quarter-over-quarter.
  • 23 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2019 was Bank of America, an estimated $29.2M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2019 was TIAA FSB, an estimated $1.81M sold.

Based on aggregated 13F filings for Q2 2019.