iShares ESG Optimized MSCI USA ETF
SUSA
106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.
350% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 4
14% more funds holding
Funds holding: 93 → 106 (+13)
12% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 26
4% less capital invested
Capital invested by funds: $145M → $139M (-$6.07M)
4.11% less ownership
Funds ownership: 81.8% → 77.69% (-4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.42M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.57M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
| 4 |
TF
Tompkins Financial
Ithaca,
New York
|
+$692K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.39M |
| 2 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$864K |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$601K |
SUSA Hedge Fund Activity: Q1 2016 in Review
106 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2016, worth a combined $139M — down 4.2% from $145M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SUSA positions and 4 closed out — a net gain of 14 holders — while 29 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $3.42M. The largest seller was Morgan Stanley, cutting an estimated $7.39M.
- 106 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2016, up from 93 in Q4 2015.
- Funds reported $139M of iShares ESG Optimized MSCI USA ETF stock for Q1 2016, down 4.2% quarter-over-quarter.
- 18 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2016 and 4 closed out, a net change of +14 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2016 was Bank of America, an estimated $3.42M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2016 was Morgan Stanley, an estimated $7.39M sold.
Based on aggregated 13F filings for Q1 2016.