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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
MCWS
151
McKinley Carter Wealth Services
West Virginia
$232K -$769 -12 -0.3%
SPL
152
Smart Portfolios LLC
Washington
$229K +$267K +4,170 New
FCIM
153
Fairview Capital Investment Management
California
$225K +$263K +4,100 New
JIC
154
Johnson Investment Counsel
Ohio
$222K +$27.6K +430 +12%
OCM
155
One Capital Management
California
$217K – – –
ASN
156
Advisory Services Network
Georgia
$217K +$157K +2,456 +164%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$216K – – –
MFS
158
McNamara Financial Services
Massachusetts
$214K +$11.2K +174 +5%
BSW
159
Buckingham Strategic Wealth
Missouri
$213K – – –
BC
160
Bartlett & Co
Ohio
$213K +$249K +3,880 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$213K – – –
CCFCSB
162
Cape Cod Five Cents Savings Bank
Massachusetts
$211K -$7.43K -116 -3%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$208K -$15.6K -244 -6%
3AM
164
3EDGE Asset Management
Florida
$205K -$156K -2,438 -39%
GWM
165
Greenwich Wealth Management
Connecticut
$205K – – –
VHAM
166
Van Hulzen Asset Management
California
$203K -$6.41K -100 -3%
MWM
167
Modera Wealth Management
New Jersey
$202K – – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$200K – – –
SCG
169
Sonata Capital Group
Washington
$200K – – –
AIM
170
Acropolis Investment Management
Missouri
$196K – – –
WCG
171
Weaver Consulting Group
California
$192K – – –
Deutsche Bank
172
Deutsche Bank
Germany
$190K +$49.6K +774 +29%
AA
173
Advisory Alpha
Michigan
$178K – – –
FM
174
Family Management
New York
$173K – – –
FANJ
175
Financial Architects (New Jersey)
New Jersey
$169K +$64.7K +1,010 +49%
5 6
7
8 9

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.