iShares ESG Optimized MSCI USA ETF
SUSA
177 hedge funds and large institutions have $361M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
34% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 44
13% more capital invested
Capital invested by funds: $318M → $361M (+$42.8M)
3% more funds holding
Funds holding: 172 → 177 (+5)
0.08% less ownership
Funds ownership: 104.04% → 103.96% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$13.2M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$2.49M |
| 3 |
Jane Street
New York
|
+$2.39M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$1.61M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$9.77M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.17M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.9M |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.09M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$747K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DOA
176
D'Orazio & Associates
Falls Church,
Virginia
| $5K | +$4.69K | +80 | New |
|
|
JFA
177
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$747K | -13,248 | Closed |
|
|
WIM
178
Westside Investment Management
Santa Monica,
California
| – | -$429K | -7,614 | Closed |
|
|
SAS
179
Sage Advisory Services
Austin,
Texas
| – | -$377K | -6,692 | Closed |
|
|
MFS
180
McNamara Financial Services
Marshfield,
Massachusetts
| – | -$202K | -3,582 | Closed |
|
|
CA
181
Callahan Advisors
Houston,
Texas
| – | -$201K | -3,570 | Closed |
|
182
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$119K | -2,102 | Closed |
|
|
SEIA
183
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$103K | -1,826 | Closed |
|
|
CF
184
Centaurus Financial
Anaheim,
California
| – | -$97K | -1,718 | Closed |
|
|
PAI
185
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$76K | -1,352 | Closed |
|
|
RWP
186
RWA Wealth Partners
Newton,
Massachusetts
| – | -$11K | -198 | Closed |
|
187
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$6K | -100 | Closed |
|
SUSA Hedge Fund Activity: Q3 2018 in Review
177 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2018, worth a combined $361M — up 13% from $318M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SUSA positions and 11 closed out — a net gain of 5 holders — while 59 added to existing stakes and 44 trimmed.
The largest buyer was Bank of America, adding an estimated $13.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $9.77M.
- 177 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2018, up from 172 in Q2 2018.
- Funds reported $361M of iShares ESG Optimized MSCI USA ETF stock for Q3 2018, up 13% quarter-over-quarter.
- 16 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2018 and 11 closed out, a net change of +5 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2018 was Bank of America, an estimated $13.2M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $9.77M sold.
Based on aggregated 13F filings for Q3 2018.