iShares ESG Optimized MSCI USA ETF
SUSA
68 hedge funds and large institutions have $93.3M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
15% more capital invested
Capital invested by funds: $81.2M → $93.3M (+$12.1M)
8% more funds holding
Funds holding: 63 → 68 (+5)
1.98% more ownership
Funds ownership: 74.02% → 76% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$3.21M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$658K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$615K |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$831K |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$440K |
| 3 |
CWA
Convergent Wealth Advisors
Potomac,
Maryland
|
-$417K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$278K |
| 5 |
BJL
Brighton Jones LLC
Seattle,
Washington
|
-$274K |
SUSA Hedge Fund Activity: Q4 2013 in Review
68 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2013, worth a combined $93.3M — up 15% from $81.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SUSA positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Citigroup, adding an estimated $3.21M. The largest seller was Suntrust Banks, cutting an estimated $831K.
- 68 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2013, up from 63 in Q3 2013.
- Funds reported $93.3M of iShares ESG Optimized MSCI USA ETF stock for Q4 2013, up 15% quarter-over-quarter.
- 10 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2013 and 5 closed out, a net change of +5 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2013 was Citigroup, an estimated $3.21M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2013 was Suntrust Banks, an estimated $831K sold.
Based on aggregated 13F filings for Q4 2013.