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iShares ESG Optimized MSCI USA ETF
SUSA

63 hedge funds and large institutions have $214M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

73.67% more ownership

Funds ownership: 0% → 73.67% (+74%)

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$137M – – –
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$15.4M +$15.4M +454,398 New
Bank of America
3
Bank of America
North Carolina
$10M +$10.1M +295,954 New
SB
4
Suntrust Banks
Georgia
$8.89M +$8.92M +262,672 New
Wells Fargo
5
Wells Fargo
California
$6.72M +$6.75M +198,718 New
Goldman Sachs
6
Goldman Sachs
New York
$3.71M +$3.72M +109,642 New
U
7
UBS
Switzerland
$3.58M +$3.59M +105,744 New
RNS
8
Robert N. Shapiro
$3.39M +$3.41M +100,262 New
Morgan Stanley
9
Morgan Stanley
New York
$3.06M +$3.07M +90,530 New
LPL Financial
10
LPL Financial
California
$2.56M +$2.58M +75,828 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.8M +$1.81M +53,210 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.22M +$1.23M +36,132 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.12M +$1.12M +33,060 New
MHI
14
Miller Howard Investments
New York
$1.1M +$1.1M +32,492 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.01M +$1.01M +29,780 New
US Bancorp
16
US Bancorp
Minnesota
$986K +$990K +29,162 New
TCT
17
TIAA CREF Trust
Missouri
$832K +$836K +24,606 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$749K +$751K +22,116 New
JMPWA
19
JP Morgan Private Wealth Advisors
California
$711K +$714K +21,010 New
EWM
20
Evercore Wealth Management
New York
$639K +$642K +18,890 New
TH
21
Timber Hill
Connecticut
$639K +$642K +18,900 New
DBT
22
Dubuque Bank & Trust
Iowa
$539K +$541K +15,920 New
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$539K +$541K +15,920 New
CB
24
Commerce Bank
Missouri
$498K +$499K +14,700 New
MWM
25
Modera Wealth Management
New Jersey
$428K +$430K +12,656 New
1
2 3

SUSA Hedge Fund Activity: Q2 2013 in Review

63 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2013, worth a combined $214M.

Buyers outnumbered sellers: 63 funds opened new SUSA positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.

  • 63 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $214M of iShares ESG Optimized MSCI USA ETF stock for Q2 2013.
  • 63 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2013 and 0 closed out, a net change of +63 holders.

Based on aggregated 13F filings for Q2 2013.