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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$45.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$8.99M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.91M |
| 4 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$4.25M |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$47.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.81M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.66M |
| 4 |
Jane Street
New York
|
-$1.32M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.31M |
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.