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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
NCM
176
New Capital Management
Texas
$153K – – –
MA
177
MUFG Americas
New York
$149K – – –
OC
178
Oakworth Capital
Alabama
$146K – – –
RTC
179
Riverview Trust Company
Washington
$143K -$5.38K -84 -3%
FCB
180
First Command Bank
Texas
$138K – – –
FCFS
181
First Command Financial Services
Texas
$138K – – –
HWA
182
HCR Wealth Advisors
California
$137K – – –
FFW
183
Fusion Family Wealth
New York
$132K – – –
PAIM
184
Punch & Associates Investment Management
Minnesota
$131K – – –
AIC
185
Ameritas Investment Company
Nebraska
$127K +$7.69K +120 +5%
SC
186
Stratford Consulting
Texas
$122K +$641 +10 +0.5%
AWM
187
AllSquare Wealth Management
New York
$112K – – –
IWP
188
IAG Wealth Partners
Wisconsin
$107K +$21K +328 +20%
BAM
189
Barrett Asset Management
New York
$104K – – –
TPWA
190
TRUE Private Wealth Advisors
Oregon
$101K +$86K +1,342 +265%
PAI
191
Pittenger & Anderson Inc
Nebraska
$98K +$21.4K +334 +23%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$95K +$385 +6 +0.3%
GWM
193
Geneos Wealth Management
Colorado
$94K -$11.4K -178 -9%
FWP
194
FAS Wealth Partners
Kansas
$90K – – –
BBA
195
Braun-Bostich & Associates
Pennsylvania
$81K – – –
CCM
196
Cribstone Capital Management
Maine
$78K – – –
CWM
197
Cranbrook Wealth Management
Michigan
$74K -$59.5K -928 -41%
CT
198
Caldwell Trust
Florida
$73.5K – – –
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$73K +$48.1K +750 +128%
CAN
200
Claraphi Advisory Network
United States
$73K +$85.5K +1,334 New
6 7
8
9 10

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.