iShares ESG Optimized MSCI USA ETF
SUSA
74 hedge funds and large institutions have $95.9M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
6% more funds holding
Funds holding: 70 → 74 (+4)
3% more capital invested
Capital invested by funds: $93.4M → $95.9M (+$2.52M)
0.23% less ownership
Funds ownership: 69.84% → 69.61% (-0.23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.43M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.18M |
| 3 |
Morgan Stanley
New York
|
+$667K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$566K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
+$395K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$488K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$116K |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$89.1K |
SUSA Hedge Fund Activity: Q3 2014 in Review
74 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2014, worth a combined $95.9M — up 2.7% from $93.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SUSA positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.43M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $1.11M.
- 74 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2014, up from 70 in Q2 2014.
- Funds reported $95.9M of iShares ESG Optimized MSCI USA ETF stock for Q3 2014, up 2.7% quarter-over-quarter.
- 8 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2014 and 3 closed out, a net change of +5 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $1.43M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2014 was JP Morgan Private Wealth Advisors, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2014.