iShares ESG Optimized MSCI USA ETF
SUSA
72 hedge funds and large institutions have $90.7M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
6% more funds holding
Funds holding: 68 → 72 (+4)
3% less capital invested
Capital invested by funds: $93.3M → $90.7M (-$2.61M)
4.54% less ownership
Funds ownership: 76% → 71.46% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.11M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$609K |
| 3 |
CCFCSB
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
+$334K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$297K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$291K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.16M |
| 2 |
Citigroup
New York
|
-$3.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$798K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$345K |
| 5 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$299K |
SUSA Hedge Fund Activity: Q1 2014 in Review
72 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2014, worth a combined $90.7M — down 2.8% from $93.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SUSA positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.11M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.16M sold.
- 72 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2014, up from 68 in Q4 2013.
- Funds reported $90.7M of iShares ESG Optimized MSCI USA ETF stock for Q1 2014, down 2.8% quarter-over-quarter.
- 10 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2014 and 6 closed out, a net change of +4 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2014 was Royal Bank of Canada, an estimated $3.11M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2014 was Goldman Sachs, an estimated $4.16M sold.
Based on aggregated 13F filings for Q1 2014.