iShares ESG Optimized MSCI USA ETF
SUSA
244 hedge funds and large institutions have $526M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 58
7.88% more ownership
Funds ownership: 89.78% → 97.66% (+7.9%)
1% less capital invested
Capital invested by funds: $534M → $526M (-$7.9M)
2% less funds holding
Funds holding: 250 → 244 (-6)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.8M |
| 2 |
Betterment LLC
New York
|
+$16.5M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.3M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$7.97M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$12.7M |
| 2 |
GC
Garde Capital
Seattle,
Washington
|
-$3.26M |
| 3 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$1.46M |
| 4 |
ACA
Affinity Capital Advisors
Berkeley,
California
|
-$843K |
| 5 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$766K |
SUSA Hedge Fund Activity: Q1 2020 in Review
244 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2020, worth a combined $526M — down 1.5% from $534M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SUSA and 27 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 87 added.
The largest buyer was Morgan Stanley, adding an estimated $26.8M. The largest seller was Bank of America, cutting an estimated $12.7M.
- 244 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2020, down from 250 in Q4 2019.
- Funds reported $526M of iShares ESG Optimized MSCI USA ETF stock for Q1 2020, down 1.5% quarter-over-quarter.
- 27 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2020 and 30 closed out, a net change of -3 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2020 was Morgan Stanley, an estimated $26.8M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2020 was Bank of America, an estimated $12.7M sold.
Based on aggregated 13F filings for Q1 2020.