iShares ESG Optimized MSCI USA ETF
SUSA
130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
92% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 26
11% more capital invested
Capital invested by funds: $188M → $208M (+$20M)
6% more funds holding
Funds holding: 123 → 130 (+7)
0.57% more ownership
Funds ownership: 80.15% → 80.72% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.04M |
| 2 |
Jane Street
New York
|
+$3.34M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.65M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.51M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.3M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$4.8M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$1.68M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$1.23M |
| 5 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
-$677K |
SUSA Hedge Fund Activity: Q1 2017 in Review
130 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2017, worth a combined $208M — up 11% from $188M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SUSA positions and 2 closed out — a net gain of 9 holders — while 50 added to existing stakes and 26 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.04M. The largest seller was Bank of America, cutting an estimated $5.3M.
- 130 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2017, up from 123 in Q4 2016.
- Funds reported $208M of iShares ESG Optimized MSCI USA ETF stock for Q1 2017, up 11% quarter-over-quarter.
- 11 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2017 and 2 closed out, a net change of +9 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2017 was Morgan Stanley, an estimated $5.04M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2017 was Bank of America, an estimated $5.3M sold.
Based on aggregated 13F filings for Q1 2017.