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iShares ESG Optimized MSCI USA ETF
SUSA

292 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

24% more capital invested

Capital invested by funds: $756M → $940M (+$183M)

13% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 83

8% more funds holding

Funds holding: 270 → 292 (+22)

4.12% more ownership

Funds ownership: 104.63% → 108.75% (+4.1%)

Holders
292
Holders Change
+22
Holders Change %
+8.15%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$25.1M
2
Bank of America
Bank of America
North Carolina
+$14.1M
3
ST
Spinnaker Trust
Maine
+$8.59M
4
Wells Fargo
Wells Fargo
California
+$7.05M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.2M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.24M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.56M
3
Goldman Sachs
Goldman Sachs
New York
-$1.05M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$987K
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$649K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPL
151
Smart Portfolios LLC
Washington
$391K +$10.7K +148 +3%
CRCM
152
Corbett Road Capital Management
Virginia
$389K -$1.56M -21,668 -80%
Members Trust
153
Members Trust
Florida
$389K – – –
CAC
154
Core Alternative Capital
Georgia
$388K -$7.66K -106 -2%
CBFP
155
Cedar Brook Financial Partners
Ohio
$383K +$144 +2 +0%
EDRIA
156
Edmonds Duncan Registered Investment Advisors
Kansas
$378K – – –
PCM
157
Parsons Capital Management
Rhode Island
$375K -$101K -1,394 -21%
CFA
158
CWS Financial Advisors
Michigan
$373K -$14.7K -204 -4%
MBTD
159
Mechanics Bank - Trust Department
California
$370K – – –
FANJ
160
Financial Architects (New Jersey)
New Jersey
$369K -$8.67K -120 -2%
PA
161
PFG Advisors
Arizona
$355K +$342K +4,738 New
COF
162
Capital One Financial
Virginia
$354K -$35.4K -490 -9%
LB
163
Leo Brokerage
Texas
$354K +$383K +5,296 New
EH
164
Equitable Holdings
New York
$352K -$79.6K -1,102 -19%
PA
165
Prism Advisors
California
$350K -$265K -3,670 -44%
HA
166
Harborview Advisors
Maine
$343K +$27.7K +384 +9%
FIM
167
Fernwood Investment Management
Massachusetts
$335K – – –
PA
168
Parallel Advisors
California
$332K -$126K -1,738 -28%
FWCM
169
Ferguson Wellman Capital Management
Oregon
$332K -$1.45K -20 -0.4%
FPFS
170
First Personal Financial Services
North Carolina
$331K -$4.33K -60 -1%
TCOV
171
Trust Company of Vermont
Vermont
$331K -$3.18K -44 -1%
KAS
172
Kestra Advisory Services
Texas
$330K +$3.76K +52 New
LFA
173
Legacy Financial Advisors
Kentucky
$330K +$324K +4,486 New
OCM
174
One Capital Management
California
$329K +$37.6K +520 +13%
DAS
175
Dynamic Advisor Solutions
Arizona
$325K +$319K +4,418 New
5 6
7
8 9

SUSA Hedge Fund Activity: Q3 2020 in Review

292 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $940M — up 24% from $756M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new SUSA positions and 14 closed out — a net gain of 23 holders — while 94 added to existing stakes and 83 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $25.1M. The largest seller was Raymond James & Associates, cutting an estimated $2.24M.

  • 292 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $940M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 37 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +23 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2020 was JP Morgan Chase, an estimated $25.1M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2020 was Raymond James & Associates, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2020.