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iShares ESG Optimized MSCI USA ETF
SUSA

63 hedge funds and large institutions have $214M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.67% more ownership

Funds ownership: 0% → 73.67% (+74%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MAA
26
Managed Account Advisors
New Jersey
$421K +$422K +12,440 New
TAM
27
Trillium Asset Management
Massachusetts
$395K +$397K +11,690 New
William Blair & Company
28
William Blair & Company
Illinois
$380K +$382K +11,250 New
BUB
29
BBVA USA Bancshares
Texas
$338K +$340K +10,000 New
GAM
30
Gould Asset Management
California
$331K +$332K +9,780 New
LWI
31
Long Wharf Investors
Massachusetts
$320K +$321K +9,450 New
AI
32
Accredited Investors
Minnesota
$312K +$313K +9,204 New
RFC
33
Regions Financial Corp
Alabama
$303K +$305K +8,970 New
CA
34
Cetera Advisors
Colorado
$289K +$289K +8,520 New
PGA
35
Portland Global Advisors
Maine
$289K +$290K +8,550 New
Northern Trust
36
Northern Trust
Illinois
$266K +$267K +7,850 New
BJL
37
Brighton Jones LLC
Washington
$260K +$261K +7,690 New
SGAM
38
Steinberg Global Asset Management
Florida
$236K +$237K +6,974 New
BOS
39
Bingham Osborn & Scarborough
California
$232K +$233K +6,860 New
WTC
40
WhitTier Trust Company
Nevada
$218K +$219K +6,440 New
CAG
41
Crestwood Advisors Group
Massachusetts
$213K +$214K +6,302 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$202K +$203K +5,978 New
CAN
43
Cetera Advisor Networks
California
$200K +$200K +5,876 New
MA
44
MUFG Americas
New York
$193K +$194K +5,700 New
Citigroup
45
Citigroup
New York
$193K +$194K +5,706 New
CCM
46
Cazenove Capital Management
United Kingdom
$185K +$184K +5,430 New
PWAG
47
Polaris Wealth Advisory Group
California
$162K +$162K +4,780 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$152K +$153K +4,492 New
DADC
49
D.A. Davidson & Co
Montana
$143K +$144K +4,228 New
AC
50
Alexandria Capital
Virginia
$138K +$139K +4,082 New
1
2
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SUSA Hedge Fund Activity: Q2 2013 in Review

63 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 63 funds opened new SUSA positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

  • 63 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of iShares ESG Optimized MSCI USA ETF stock for Q2 2013.
  • 63 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2013 and 0 closed out, a net change of +63 holders.

Based on aggregated 13F filings for Q2 2013.