iShares ESG Optimized MSCI USA ETF
SUSA
70 hedge funds and large institutions have $93.4M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
3% more capital invested
Capital invested by funds: $90.7M → $93.4M (+$2.68M)
1.62% less ownership
Funds ownership: 71.46% → 69.84% (-1.6%)
3% less funds holding
Funds holding: 72 → 70 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.13M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$560K |
| 3 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$472K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$471K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.96M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$494K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$227K |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$220K |
SUSA Hedge Fund Activity: Q2 2014 in Review
70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2014, worth a combined $93.4M — up 3% from $90.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of SUSA and 6 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 24 added.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $2.13M. The largest seller was Royal Bank of Canada, cutting an estimated $2.96M.
- 70 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2014, down from 72 in Q1 2014.
- Funds reported $93.4M of iShares ESG Optimized MSCI USA ETF stock for Q2 2014, up 3% quarter-over-quarter.
- 6 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2014 and 8 closed out, a net change of -2 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2014 was JP Morgan Private Wealth Advisors, an estimated $2.13M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2014 was Royal Bank of Canada, an estimated $2.96M sold.
Based on aggregated 13F filings for Q2 2014.