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iShares ESG Optimized MSCI USA ETF
SUSA

250 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 19

135% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 37

20% more capital invested

Capital invested by funds: $452M → $542M (+$90M)

13% more funds holding

Funds holding: 221 → 250 (+29)

1.84% more ownership

Funds ownership: 87.94% → 89.78% (+1.8%)

Holders
250
Holders Change
+29
Holders Change %
+13.12%
% of All Funds
4.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
51
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$9.44M
2
Bank of America
Bank of America
North Carolina
+$7.81M
3
Morgan Stanley
Morgan Stanley
New York
+$6.24M
4
UBS Group
UBS Group
Switzerland
+$5.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$3.98M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
-$529K
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
176
Corrigan Financial
Rhode Island
$211K +$201K +3,144 New
AA
177
Advisory Alpha
Michigan
$207K – – –
TNB
178
TCF National Bank
South Dakota
$205K +$196K +3,060 New
DAS
179
Dynamic Advisor Solutions
Arizona
$204K +$195K +3,042 New
FCI
180
Financial Counselors Inc
Kansas
$202K +$193K +3,014 New
NCM
181
New Capital Management
Texas
$186K – – –
MA
182
MUFG Americas
New York
$182K – – –
OC
183
Oakworth Capital
Alabama
$180K – – –
RTC
184
Riverview Trust Company
Washington
$180K – – –
Deutsche Bank
185
Deutsche Bank
Germany
$179K +$66.4K +1,038 +63%
FCB
186
First Command Bank
Texas
$169K +$51.2K +800 +47%
FCFS
187
First Command Financial Services
Texas
$169K +$51.2K +800 +47%
HWA
188
HCR Wealth Advisors
California
$168K +$160K +2,500 New
FFW
189
Fusion Family Wealth
New York
$161K – – –
PAIM
190
Punch & Associates Investment Management
Minnesota
$160K +$153K +2,396 New
CWM
191
Cranbrook Wealth Management
Michigan
$153K -$77.8K -1,216 -35%
AIC
192
Ameritas Investment Company
Nebraska
$149K +$512 +8 +0.4%
SC
193
Stratford Consulting
Texas
$148K +$141K +2,212 New
BCI
194
Brinker Capital Investments
Pennsylvania
$145K – – –
FANJ
195
Financial Architects (New Jersey)
New Jersey
$139K +$57.9K +906 +78%
AWM
196
AllSquare Wealth Management
New York
$137K -$7.03K -110 -5%
GWM
197
Geneos Wealth Management
Colorado
$129K – – –
BAM
198
Barrett Asset Management
New York
$127K – – –
TRCT
199
Tower Research Capital (TRC)
New York
$123K +$4.99K +78 +4%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$116K +$512 +8 +0.5%
6 7
8
9 10

SUSA Hedge Fund Activity: Q4 2019 in Review

250 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2019, worth a combined $542M — up 20% from $452M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SUSA positions and 19 closed out — a net gain of 32 holders — while 87 added to existing stakes and 37 trimmed.

The largest buyer was Truist Financial, adding an estimated $9.44M. The largest seller was M&T Bank, exiting entirely with an estimated $7.35M sold.

  • 250 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2019, up from 221 in Q3 2019.
  • Funds reported $542M of iShares ESG Optimized MSCI USA ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 51 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2019 and 19 closed out, a net change of +32 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2019 was Truist Financial, an estimated $9.44M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2019 was M&T Bank, an estimated $7.35M sold.

Based on aggregated 13F filings for Q4 2019.