iShares ESG Optimized MSCI USA ETF
SUSA
123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
96% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 26
11% more funds holding
Funds holding: 111 → 123 (+12)
8% more capital invested
Capital invested by funds: $174M → $188M (+$13.9M)
1.37% less ownership
Funds ownership: 81.52% → 80.15% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.75M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.56M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$1.2M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$2.39M |
| 2 |
SG Americas Securities
New York
|
-$2.03M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$758K |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$685K |
| 5 |
Jane Street
New York
|
-$253K |
SUSA Hedge Fund Activity: Q4 2016 in Review
123 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2016, worth a combined $188M — up 8% from $174M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SUSA positions and 4 closed out — a net gain of 12 holders — while 51 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $2M. The largest seller was Suntrust Banks, cutting an estimated $2.39M.
- 123 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2016, up from 111 in Q3 2016.
- Funds reported $188M of iShares ESG Optimized MSCI USA ETF stock for Q4 2016, up 8% quarter-over-quarter.
- 16 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2016 and 4 closed out, a net change of +12 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2016 was Bank of America, an estimated $2M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2016 was Suntrust Banks, an estimated $2.39M sold.
Based on aggregated 13F filings for Q4 2016.