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iShares ESG Optimized MSCI USA ETF
SUSA

63 hedge funds and large institutions have $214M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.67% more ownership

Funds ownership: 0% → 73.67% (+74%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
51
Trust Company of Vermont
Vermont
$125K +$126K +3,716 New
BFEC
52
Benjamin F. Edwards & Company
Missouri
$114K +$114K +3,370 New
NES
53
New England Securities
New York
$111K +$112K +3,286 New
PSI
54
Pinnacle Summer Investments
Virginia
$88K +$88.4K +2,604 New
Creative Planning
55
Creative Planning
Kansas
$73K +$73.4K +2,162 New
Ameriprise
56
Ameriprise
Minnesota
$60K +$60.6K +1,784 New
AIG
57
American International Group
New York
$52.5K +$52.6K +1,550 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$49K +$48.8K +1,438 New
WAM
59
Wood Asset Management
Florida
$46K +$46.4K +1,366 New
MFS
60
MSI Financial Services
Massachusetts
$28K +$28.3K +834 New
BAM
61
Barrett Asset Management
New York
$14K +$13.6K +400 New
FBT
62
Founders Bank & Trust
Michigan
$14K +$13.9K +410 New
ST
63
Smithfield Trust
Pennsylvania
$6K +$6.11K +180 New
LNB
64
Ledyard National Bank
$3K +$3.4K +100 New
1 2
3

SUSA Hedge Fund Activity: Q2 2013 in Review

63 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 63 funds opened new SUSA positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

  • 63 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of iShares ESG Optimized MSCI USA ETF stock for Q2 2013.
  • 63 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2013 and 0 closed out, a net change of +63 holders.

Based on aggregated 13F filings for Q2 2013.