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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
LWA
176
LWS Wealth Advisors
New Jersey
$324K -$5.49K -76 -2%
PCFFS
177
Pacific Center for Financial Services
California
$323K +$289 +4 +0.1%
GL
178
Graypoint LLC
New York
$317K – – –
FCIM
179
Fairview Capital Investment Management
California
$312K – – –
MFS
180
McNamara Financial Services
Massachusetts
$298K -$1.59K -22 -0.5%
JIC
181
Johnson Investment Counsel
Ohio
$298K – – –
PMG
182
ProVise Management Group
Florida
$294K +$28.9K +400 +11%
PA
183
Parkside Advisors
California
$292K -$230K -3,190 -45%
ASN
184
Advisory Services Network
Georgia
$289K -$2.02K -28 -0.7%
BSW
185
Buckingham Strategic Wealth
Missouri
$286K – – –
MCWS
186
McKinley Carter Wealth Services
West Virginia
$285K -$27.2K -376 -9%
TNB
187
TCF National Bank
South Dakota
$283K +$278K +3,850 New
EWF
188
Epstein & White Financial
California
$282K +$5.34K +74 +2%
GC
189
Grace Capital
Massachusetts
$275K – – –
IWC
190
Integrated Wealth Concepts
Massachusetts
$272K +$17.6K +244 +7%
MWM
191
Modera Wealth Management
New Jersey
$271K – – –
AC
192
Alexandria Capital
Virginia
$270K – – –
BC
193
Brio Consultants
California
$269K +$722 +10 +0.3%
SCG
194
Sonata Capital Group
Washington
$268K – – –
AIM
195
Acropolis Investment Management
Missouri
$263K – – –
EVM
196
Eaton Vance Management
Massachusetts
$260K – – –
PCA
197
Personal Capital Advisors
California
$259K +$254K +3,516 New
WCG
198
Weaver Consulting Group
California
$257K – – –
RCM
199
Radnor Capital Management
Pennsylvania
$257K +$252K +3,492 New
CCFCSB
200
Cape Cod Five Cents Savings Bank
Massachusetts
$256K -$12.3K -170 -5%
6 7
8
9 10

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.