iShares ESG Optimized MSCI USA ETF
SUSA
169 hedge funds and large institutions have $273M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
34% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 41
10% more funds holding
Funds holding: 154 → 169 (+15)
1% more capital invested
Capital invested by funds: $269M → $273M (+$3.69M)
1.95% less ownership
Funds ownership: 84.1% → 82.15% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$3.07M |
| 2 |
Jane Street
New York
|
+$2.15M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.72M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$1.5M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
-$5.04M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.7M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$2.85M |
| 4 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$2.83M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.58M |
SUSA Hedge Fund Activity: Q1 2018 in Review
169 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2018, worth a combined $273M — up 1.4% from $269M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SUSA positions and 8 closed out — a net gain of 15 holders — while 55 added to existing stakes and 41 trimmed.
The largest buyer was Betterment LLC, adding an estimated $3.07M. The largest seller was Highland Private Wealth Management, exiting entirely with an estimated $5.04M sold.
- 169 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2018, up from 154 in Q4 2017.
- Funds reported $273M of iShares ESG Optimized MSCI USA ETF stock for Q1 2018, up 1.4% quarter-over-quarter.
- 23 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2018 and 8 closed out, a net change of +15 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2018 was Betterment LLC, an estimated $3.07M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2018 was Highland Private Wealth Management, an estimated $5.04M sold.
Based on aggregated 13F filings for Q1 2018.