iShares ESG Optimized MSCI USA ETF
SUSA
93 hedge funds and large institutions have $145M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
31% more capital invested
Capital invested by funds: $110M → $145M (+$34.6M)
11.93% more ownership
Funds ownership: 69.87% → 81.8% (+12%)
11% more funds holding
Funds holding: 84 → 93 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
+$7.33M |
| 2 |
Morgan Stanley
New York
|
+$7.02M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.41M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.82M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.45M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$798K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$696K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$489K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$284K |
SUSA Hedge Fund Activity: Q4 2015 in Review
93 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2015, worth a combined $145M — up 31% from $110M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SUSA positions and 4 closed out — a net gain of 10 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Trillium Asset Management, adding an estimated $7.33M. The largest seller was Susquehanna International Group, cutting an estimated $2.45M.
- 93 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2015, up from 84 in Q3 2015.
- Funds reported $145M of iShares ESG Optimized MSCI USA ETF stock for Q4 2015, up 31% quarter-over-quarter.
- 14 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2015 and 4 closed out, a net change of +10 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2015 was Trillium Asset Management, an estimated $7.33M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2015 was Susquehanna International Group, an estimated $2.45M sold.
Based on aggregated 13F filings for Q4 2015.