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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

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

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
CAG
201
Crestwood Advisors Group
Massachusetts
$255K – – –
VHAM
202
Van Hulzen Asset Management
California
$254K -$17.8K -246 -7%
SFA
203
Sequoia Financial Advisors
Ohio
$254K +$867 +12 +0.3%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$250K -$10.8K -150 -4%
WT
205
Whittier Trust
California
$250K -$63.6K -880 -21%
BC
206
Bartlett & Co
Ohio
$250K -$10.8K -150 -4%
PAI
207
Pittenger & Anderson Inc
Nebraska
$249K +$110K +1,522 +82%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$246K -$45.6K -632 -16%
AWM
209
Affinity Wealth Management
Delaware
$243K +$235K +3,256 New
SAM
210
Secure Asset Management
Michigan
$242K -$127K -1,754 -35%
TIA
211
Traphagen Investment Advisors
New Jersey
$241K +$237K +3,280 New
FM
212
Family Management
New York
$232K – – –
RG
213
Rikoon Group
New Mexico
$232K – – –
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$232K +$2.46K +34 +1%
MFG
215
Merit Financial Group
Georgia
$230K – – –
RICHC
216
Renaissance Investment Consultants Holding Company
Pennsylvania
$229K +$722 +10 +0.3%
PJSIMP
217
P.J. Schmidt Investment Management (PJS)
Wisconsin
$225K -$4.91K -68 -2%
SHWM
218
Silicon Hills Wealth Management
Texas
$224K +$220K +3,044 New
PAS
219
Park Avenue Securities
New York
$221K +$217K +3,000 New
DWT
220
Dorsey & Whitney Trust
South Dakota
$218K +$214K +2,960 New
FFN
221
Focus Financial Network
Minnesota
$217K +$213K +2,954 New
H
222
HoyleCohen
California
$213K -$7.95K -110 -4%
FPF
223
First Pacific Financial
Washington
$212K +$208K +2,886 New
HTC
224
Haverford Trust Company
Pennsylvania
$210K +$207K +2,860 New
CF
225
Corrigan Financial
Rhode Island
$205K +$201K +2,786 New
7 8
9
10 11

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.