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iShares ESG Optimized MSCI USA ETF
SUSA

72 hedge funds and large institutions have $90.7M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

6% more funds holding

Funds holding: 68 → 72 (+4)

3% less capital invested

Capital invested by funds: $93.3M → $90.7M (-$2.61M)

4.54% less ownership

Funds ownership: 76% → 71.46% (-4.5%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.11M
2
Bank of America
Bank of America
North Carolina
+$609K
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
+$334K
4
CAN
Cetera Advisor Networks
California
+$297K
5
FAAS
First Allied Advisory Services
California
+$291K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$4.16M
2
Citigroup
Citigroup
New York
-$3.35M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$798K
4
SB
Suntrust Banks
Georgia
-$345K
5
BAAM
Baker Avenue Asset Management
California
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
Placemark Investments
Illinois
– -$234K -6,082 Closed
TF
77
Tompkins Financial
New York
– -$150K -3,900 Closed
ASN
78
Advisory Services Network
Georgia
– -$85K -2,222 Closed
1 2 3
4