iShares ESG Optimized MSCI USA ETF
SUSA
209 hedge funds and large institutions have $544M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.
241% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 27
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
18% more capital invested
Capital invested by funds: $459M → $544M (+$84.6M)
1% more funds holding
Funds holding: 207 → 209 (+2)
0.33% more ownership
Funds ownership: 49.44% → 49.76% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.86M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.2M |
| 4 |
GC
Garde Capital
Seattle,
Washington
|
+$3.06M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.81M |
| 2 |
Morgan Stanley
New York
|
-$1.53M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$469K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$245K |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$229K |
SUSA Hedge Fund Activity: Q2 2019 in Review
209 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2019, worth a combined $544M — up 18% from $459M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SUSA positions and 16 closed out — a net gain of 7 holders — while 92 added to existing stakes and 27 trimmed.
The largest buyer was Bank of America, adding an estimated $29.2M. The largest seller was TIAA FSB, exiting entirely with an estimated $1.81M sold.
- 209 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2019, up from 207 in Q1 2019.
- Funds reported $544M of iShares ESG Optimized MSCI USA ETF stock for Q2 2019, up 18% quarter-over-quarter.
- 23 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2019 and 16 closed out, a net change of +7 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2019 was Bank of America, an estimated $29.2M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2019 was TIAA FSB, an estimated $1.81M sold.
Based on aggregated 13F filings for Q2 2019.