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iShares ESG Optimized MSCI USA ETF
SUSA

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

43% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 44

14% more funds holding

Funds holding: 177 → 201 (+24)

6% more capital invested

Capital invested by funds: $361M → $382M (+$21.4M)

5.04% less ownership

Funds ownership: 103.96% → 98.92% (-5%)

Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$45.6M
2
Wells Fargo
Wells Fargo
California
+$8.99M
3
RJA
Raymond James & Associates
Florida
+$5.91M
4
DIA
Dana Investment Advisors
Wisconsin
+$4.25M
5
GIP
Granite Investment Partners
California
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$47.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.66M
4
Jane Street
Jane Street
New York
-$1.32M
5
Stifel Financial
Stifel Financial
Missouri
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
201
North American Management
Massachusetts
– -$582K -9,756 Closed
OFG
202
Oxford Financial Group
Indiana
– -$477K -7,996 Closed
SCM
203
Stonehearth Capital Management
Massachusetts
– -$451K -7,552 Closed
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
– -$252K -4,230 Closed
BTS
205
BB&T Securities
Virginia
– -$239K -4,020 Closed
CIBC World Market
206
CIBC World Market
Ontario, Canada
– -$227K -3,796 Closed
EVM
207
Eaton Vance Management
Massachusetts
– -$217K -3,630 Closed
PMG
208
ProVise Management Group
Florida
– -$213K -3,562 Closed
CAG
209
Crestwood Advisors Group
Massachusetts
– -$207K -3,470 Closed
EWF
210
Epstein & White Financial
California
– -$203K -3,398 Closed
BWA
211
BDO Wealth Advisors
Florida
– -$119K -2,000 Closed
SPIA
212
Steward Partners Investment Advisory
New York
– -$82K -1,370 Closed
RCAG
213
Rehmann Capital Advisory Group
Michigan
– -$41.5K -696 Closed
MM
214
Main Management
California
– -$15K -264 Closed
5 6 7 8
9

SUSA Hedge Fund Activity: Q4 2018 in Review

201 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2018, worth a combined $382M — up 5.9% from $361M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 14 closed out — a net gain of 24 holders — while 63 added to existing stakes and 44 trimmed.

The largest buyer was Bank of America, adding an estimated $45.6M. The largest seller was Cornerstone Wealth Management, cutting an estimated $47.7M.

  • 201 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2018, up from 177 in Q3 2018.
  • Funds reported $382M of iShares ESG Optimized MSCI USA ETF stock for Q4 2018, up 5.9% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2018 and 14 closed out, a net change of +24 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2018 was Bank of America, an estimated $45.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $47.7M sold.

Based on aggregated 13F filings for Q4 2018.