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iShares ESG Optimized MSCI USA ETF
SUSA

91 hedge funds and large institutions have $114M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $109M → $114M (+$5.73M)

3% more funds holding

Funds holding: 88 → 91 (+3)

3.2% more ownership

Funds ownership: 66.59% → 69.79% (+3.2%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
+$3.07M
2
RJA
Raymond James & Associates
Florida
+$1.22M
3
MAA
Managed Account Advisors
New Jersey
+$929K
4
Citadel Advisors
Citadel Advisors
Florida
+$908K
5
Bank of America
Bank of America
North Carolina
+$907K

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$590K
2
Jane Street
Jane Street
New York
-$437K
3
Ameriprise
Ameriprise
Minnesota
-$433K
4
BUB
BBVA USA Bancshares
Texas
-$429K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$380K
Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
51
Bingham Osborn & Scarborough
California
$242K – – –
Ameriprise
52
Ameriprise
Minnesota
$241K -$433K -9,956 -64%
TAM
53
Trillium Asset Management
Massachusetts
$239K -$1.92K -44 -0.8%
Truist Financial
54
Truist Financial
North Carolina
$231K -$13.5K -310 -5%
Citigroup
55
Citigroup
New York
$223K -$10.7K -246 -4%
MWM
56
Mission Wealth Management
California
$222K +$225K +5,180 New
DWM
57
Dakota Wealth Management
Florida
$209K – – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$204K +$209K +4,796 New
BSWM
59
Boston Standard Wealth Management
Massachusetts
$201K -$4.61K -106 -2%
DADC
60
D.A. Davidson & Co
Montana
$179K -$435 -10 -0.2%
MFS
61
MSI Financial Services
Massachusetts
$172K – – –
WEC
62
Winslow Evans & Crocker
Massachusetts
$156K – – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$155K – – –
AC
64
Alexandria Capital
Virginia
$135K – – –
HA
65
Harfst & Associates
Wyoming
$128K +$131K +3,000 New
JFA
66
JNBA Financial Advisors
Minnesota
$124K +$40.2K +924 +46%
MA
67
MUFG Americas
New York
$117K – – –
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$106K – – –
AWM
69
AllSquare Wealth Management
New York
$103K -$13.6K -312 -11%
NFG
70
Next Financial Group
Texas
$103K – – –
BCI
71
Brinker Capital Investments
Pennsylvania
$101K +$103K +2,370 New
ASN
72
Advisory Services Network
Georgia
$95K – – –
AIG
73
American International Group
New York
$92.4K -$435 -10 -0.5%
CWM
74
Cranbrook Wealth Management
Michigan
$91K – – –
DSC
75
Duncker Streett & Co
Missouri
$91K – – –
1 2
3
4

SUSA Hedge Fund Activity: Q2 2015 in Review

91 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2015, worth a combined $114M — up 5.3% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SUSA positions and 8 closed out — a net gain of 3 holders — while 30 added to existing stakes and 21 trimmed.

The largest buyer was HRT Financial, opening a new position worth an estimated $3.07M. The largest seller was Creative Planning, exiting entirely with an estimated $590K sold.

  • 91 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2015, up from 88 in Q1 2015.
  • Funds reported $114M of iShares ESG Optimized MSCI USA ETF stock for Q2 2015, up 5.3% quarter-over-quarter.
  • 11 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2015 and 8 closed out, a net change of +3 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2015 was HRT Financial, an estimated $3.07M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2015 was Creative Planning, an estimated $590K sold.

Based on aggregated 13F filings for Q2 2015.