iShares ESG Optimized MSCI USA ETF
SUSA
250 hedge funds and large institutions have $534M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.
168% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 19
135% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 37
18% more capital invested
Capital invested by funds: $453M → $534M (+$81.4M)
13% more funds holding
Funds holding: 221 → 250 (+29)
0.92% more ownership
Funds ownership: 43.97% → 44.89% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$9.44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.81M |
| 3 |
Morgan Stanley
New York
|
+$6.24M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.18M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$7.35M |
| 2 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$3.98M |
| 3 |
Jane Street
New York
|
-$1.68M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$1.63M |
| 5 |
BOPW
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
-$529K |
SUSA Hedge Fund Activity: Q4 2019 in Review
250 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2019, worth a combined $534M — up 18% from $453M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SUSA positions and 19 closed out — a net gain of 32 holders — while 87 added to existing stakes and 37 trimmed.
The largest buyer was Truist Financial, adding an estimated $9.44M. The largest seller was M&T Bank, exiting entirely with an estimated $7.35M sold.
- 250 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2019, up from 221 in Q3 2019.
- Funds reported $534M of iShares ESG Optimized MSCI USA ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 51 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2019 and 19 closed out, a net change of +32 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2019 was Truist Financial, an estimated $9.44M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2019 was M&T Bank, an estimated $7.35M sold.
Based on aggregated 13F filings for Q4 2019.