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iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
14% more funds holding
Funds holding: 93 → 106 (+13)
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
4% less capital invested
Capital invested by funds: $145M → $139M (-$6.07M)
4.11% less ownership
Funds ownership: 81.8% → 77.69% (-4.1%)
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$7.39M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$864K |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$601K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
101
Manchester Capital Management
Manchester,
Vermont
| $6K | +$2.88K | +72 | +103% |
|
|
SIG
102
Stanford Investment Group
Mountain View,
California
| $4K | – | – | – |
|
103
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2K | – | – | – |
|
|
GIP
104
Granite Investment Partners
El Segundo,
California
| – | -$601K | -14,420 | Closed |
|
|
RP
105
Riverbridge Partners
Minneapolis,
Minnesota
| – | -$340K | -8,144 | Closed |
|
|
HA
106
Harfst & Associates
Sheridan,
Wyoming
| – | -$125K | -3,000 | Closed |
|
|
FAM
107
Formidable Asset Management
Cincinnati,
Ohio
| – | -$4K | -100 | Closed |
|
|
HI
108
Hudock Inc
Williamsport,
Pennsylvania
| – | +$480 | +12 | New |
|