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iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $152M → $174M (+$21.8M)
3% more funds holding
Funds holding: 108 → 111 (+3)
1.43% more ownership
Funds ownership: 80.09% → 81.52% (+1.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
38
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.69M |
| 2 |
SG Americas Securities
New York
|
+$3.73M |
| 3 |
Morgan Stanley
New York
|
+$2.49M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.91M |
| 5 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$1.79M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.97M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.41M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$1.11M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$597K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PG
101
Patten Group
Chattanooga,
Tennessee
| $11.1K | – | – | – |
|
|
MCM
102
Manchester Capital Management
Manchester,
Vermont
| $11K | +$1.62K | +36 | +18% |
|
|
ATC
103
Adirondack Trust Company
Saratoga Springs,
New York
| $9K | – | – | – |
|
|
CYG
104
Clean Yield Group
Norwich,
Vermont
| $9K | – | – | – |
|
|
ST
105
Smithfield Trust
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
|
WEC
106
Winslow Evans & Crocker
Boston,
Massachusetts
| $6.37K | -$152K | -3,372 | -96% |
|
|
CCS
107
Crosspoint Capital Strategies
Orinda,
California
| $4K | – | – | – |
|
|
SIG
108
Stanford Investment Group
Mountain View,
California
| $4K | – | – | – |
|
109
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | – | – | – |
|
|
HI
110
Hudock Inc
Williamsport,
Pennsylvania
| $1K | +$90 | +2 | +8% |
|
|
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$464K | -10,738 | Closed |
|
|
JFA
112
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$267K | -6,182 | Closed |
|
|
SBL
113
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$16K | -366 | Closed |
|