iShares ESG Optimized MSCI USA ETF
SUSA
270 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 15 closing their positions.
180% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 15
44% more capital invested
Capital invested by funds: $525M → $756M (+$231M)
24% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 71
11% more funds holding
Funds holding: 244 → 270 (+26)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.6% less ownership
Funds ownership: 108.23% → 104.63% (-3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
+$54M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 4 |
Morgan Stanley
New York
|
+$10.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$12.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.34M |
| 4 |
Betterment LLC
New York
|
-$3.42M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.94M |
SUSA Hedge Fund Activity: Q2 2020 in Review
270 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2020, worth a combined $756M — up 44% from $525M a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SUSA positions and 15 closed out — a net gain of 27 holders — while 88 added to existing stakes and 71 trimmed.
The largest buyer was Spinnaker Trust, opening a new position worth an estimated $54M. The largest seller was Osaic Holdings, cutting an estimated $64.6M.
- 270 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2020, up from 244 in Q1 2020.
- Funds reported $756M of iShares ESG Optimized MSCI USA ETF stock for Q2 2020, up 44% quarter-over-quarter.
- 42 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2020 and 15 closed out, a net change of +27 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2020 was Spinnaker Trust, an estimated $54M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2020 was Osaic Holdings, an estimated $64.6M sold.
Based on aggregated 13F filings for Q2 2020.