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iShares ESG Optimized MSCI USA ETF
SUSA

88 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

2% more funds holding

Funds holding: 86 → 88 (+2)

0% less capital invested

Capital invested by funds: $109M → $109M (-$472K)

2.86% less ownership

Funds ownership: 69.45% → 66.59% (-2.9%)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
32
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.28M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$953K
4
Wells Fargo
Wells Fargo
California
+$552K
5
Creative Planning
Creative Planning
Kansas
+$429K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.66M
2
Jane Street
Jane Street
New York
-$1.72M
3
Stifel Financial
Stifel Financial
Missouri
-$930K
4
FIG
FundX Investment Group
California
-$827K
5
RC
RegentAtlantic Capital
New Jersey
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Accredited Investors
Minnesota
$559K +$19.8K +462 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$550K +$84.1K +1,960 +18%
William Blair & Company
28
William Blair & Company
Illinois
$542K +$34.3K +800 +7%
RFC
29
Regions Financial Corp
Alabama
$536K +$71.7K +1,672 +15%
FAAS
30
First Allied Advisory Services
California
$478K +$104K +2,436 +28%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$461K – – –
CAN
32
Cetera Advisor Networks
California
$461K +$82.2K +1,916 +22%
CAG
33
Crestwood Advisors Group
Massachusetts
$453K – – –
Jane Street
34
Jane Street
New York
$437K -$1.72M -40,194 -80%
UCFA
35
United Capital Financial Advisors
Texas
$431K +$429K +10,000 New
BUB
36
BBVA USA Bancshares
Texas
$429K – – –
FPFS
37
First Personal Financial Services
North Carolina
$383K – – –
CCFCSB
38
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$6.43K -150 -2%
PGA
39
Portland Global Advisors
Maine
$333K – – –
SGAM
40
Steinberg Global Asset Management
Florida
$308K – – –
Stifel Financial
41
Stifel Financial
Missouri
$304K -$930K -21,692 -75%
DWM
42
Destination Wealth Management
California
$300K +$9.01K +210 +3%
FDCC
43
Foster Dykema Cabot & Co
Massachusetts
$288K +$287K +6,700 New
CA
44
Cetera Advisors
Colorado
$287K – – –
SCG
45
Sonata Capital Group
Washington
$283K – – –
TCOV
46
Trust Company of Vermont
Vermont
$280K +$944 +22 +0.3%
GAM
47
Gould Asset Management
California
$257K – – –
Truist Financial
48
Truist Financial
North Carolina
$246K +$246K +5,734 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$245K +$245K +5,710 New
BOS
50
Bingham Osborn & Scarborough
California
$244K – – –
1
2
3 4

SUSA Hedge Fund Activity: Q1 2015 in Review

88 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2015, worth a combined $109M — down 0.43% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SUSA positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.28M. The largest seller was PNC Financial Services Group, cutting an estimated $2.66M.

  • 88 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2015, up from 86 in Q4 2014.
  • Funds reported $109M of iShares ESG Optimized MSCI USA ETF stock for Q1 2015, down 0.43% quarter-over-quarter.
  • 11 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2015 and 6 closed out, a net change of +5 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2015 was Morgan Stanley, an estimated $1.28M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2015 was PNC Financial Services Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2015.