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iShares ESG Optimized MSCI USA ETF
SUSA

130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

92% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $188M → $208M (+$20M)

6% more funds holding

Funds holding: 123 → 130 (+7)

0.57% more ownership

Funds ownership: 80.15% → 80.72% (+0.57%)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
50
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.04M
2
Jane Street
Jane Street
New York
+$3.34M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.65M
4
Wells Fargo
Wells Fargo
California
+$2.51M
5
Ameriprise
Ameriprise
Minnesota
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.3M
2
SB
Suntrust Banks
Georgia
-$4.8M
3
MHI
Miller Howard Investments
New York
-$1.68M
4
GIP
Granite Investment Partners
California
-$1.23M
5
DIA
Dana Investment Advisors
Wisconsin
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.16M +$94.6K +1,970 +9%
AI
27
Accredited Investors
Minnesota
$1.14M -$384 -8 -0%
DWM
28
Destination Wealth Management
California
$1.13M +$124K +2,574 +13%
Goldman Sachs
29
Goldman Sachs
New York
$1.07M +$602K +12,542 +135%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$970K +$60.4K +1,258 +7%
SFP
31
Shepherd Financial Partners
Massachusetts
$969K – – –
M&T Bank
32
M&T Bank
New York
$957K +$664K +13,826 +245%
Creative Planning
33
Creative Planning
Kansas
$956K +$48.5K +1,010 +5%
EWM
34
Evercore Wealth Management
New York
$899K – – –
FHA
35
Flagship Harbor Advisors
Massachusetts
$868K +$115K +2,398 +16%
Truist Financial
36
Truist Financial
North Carolina
$861K +$63.9K +1,330 +8%
William Blair & Company
37
William Blair & Company
Illinois
$822K – – –
PBO
38
Peoples Bank (Ohio)
Ohio
$813K – – –
RJA
39
Raymond James & Associates
Florida
$813K +$154K +3,200 +24%
UCFA
40
United Capital Financial Advisors
Texas
$805K +$576 +12 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$801K – – –
B
42
Bailard
California
$795K +$63.9K +1,330 +9%
CB
43
Commerce Bank
Missouri
$778K -$3.84K -80 -0.5%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$746K +$189K +3,928 +35%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$734K -$8.64K -180 -1%
HighTower Advisors
46
HighTower Advisors
Illinois
$702K +$25.8K +538 +4%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$666K +$190K +3,960 +41%
APP
48
Avantax Planning Partners
Iowa
$648K – – –
Northern Trust
49
Northern Trust
Illinois
$614K – – –
LGWM
50
Litman Gregory Wealth Management
California
$589K – – –
1
2
3 4 5

SUSA Hedge Fund Activity: Q1 2017 in Review

130 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2017, worth a combined $208M — up 11% from $188M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SUSA positions and 2 closed out — a net gain of 9 holders — while 50 added to existing stakes and 26 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $5.3M.

  • 130 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2017, up from 123 in Q4 2016.
  • Funds reported $208M of iShares ESG Optimized MSCI USA ETF stock for Q1 2017, up 11% quarter-over-quarter.
  • 11 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2017 and 2 closed out, a net change of +9 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2017 was Morgan Stanley, an estimated $5.04M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2017 was Bank of America, an estimated $5.3M sold.

Based on aggregated 13F filings for Q1 2017.