iShares ESG Optimized MSCI USA ETF
SUSA
291 hedge funds and large institutions have $959M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
27% more capital invested
Capital invested by funds: $757M → $959M (+$201M)
13% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 83
8% more funds holding
Funds holding: 270 → 291 (+21)
4.12% more ownership
Funds ownership: 104.63% → 108.75% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$25.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
+$8.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.05M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.24M |
| 2 |
CRCM
Corbett Road Capital Management
Mclean,
Virginia
|
-$1.56M |
| 3 |
Goldman Sachs
New York
|
-$1.05M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$987K |
| 5 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
-$649K |
SUSA Hedge Fund Activity: Q3 2020 in Review
291 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2020, worth a combined $959M — up 27% from $757M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SUSA positions and 14 closed out — a net gain of 22 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.
- 291 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2020, up from 270 in Q2 2020.
- Funds reported $959M of iShares ESG Optimized MSCI USA ETF stock for Q3 2020, up 27% quarter-over-quarter.
- 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2020 and 14 closed out, a net change of +22 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.