iShares ESG Optimized MSCI USA ETF
SUSA
84 hedge funds and large institutions have $110M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 14
0.09% more ownership
Funds ownership: 69.79% → 69.87% (+0.09%)
4% less capital invested
Capital invested by funds: $114M → $110M (-$4.1M)
8% less funds holding
Funds holding: 91 → 84 (-7)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.12M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.04M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$1.93M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.68M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$887K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$852K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$821K |
SUSA Hedge Fund Activity: Q3 2015 in Review
84 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2015, worth a combined $110M — down 3.6% from $114M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SUSA and 9 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 27 added.
The largest buyer was Bank of America, adding an estimated $4.12M. The largest seller was HRT Financial, exiting entirely with an estimated $3M sold.
- 84 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2015, down from 91 in Q2 2015.
- Funds reported $110M of iShares ESG Optimized MSCI USA ETF stock for Q3 2015, down 3.6% quarter-over-quarter.
- 9 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2015 and 14 closed out, a net change of -5 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2015 was Bank of America, an estimated $4.12M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2015 was HRT Financial, an estimated $3M sold.
Based on aggregated 13F filings for Q3 2015.