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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
+$3.07M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.22M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$929K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$908K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$907K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$590K |
| 2 |
Jane Street
New York
|
-$437K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$433K |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$429K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$380K |
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.