iShares ESG Optimized MSCI USA ETF
SUSA
108 hedge funds and large institutions have $152M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $139M → $152M (+$13.6M)
2.39% more ownership
Funds ownership: 77.69% → 80.09% (+2.4%)
2% more funds holding
Funds holding: 106 → 108 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.07M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$2.96M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.5M |
| 4 |
Barclays
London,
United Kingdom
|
+$1.62M |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.27M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$406K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$352K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$298K |
SUSA Hedge Fund Activity: Q2 2016 in Review
108 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2016, worth a combined $152M — up 9.8% from $139M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SUSA positions and 9 closed out — a net gain of 4 holders — while 40 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $5.07M. The largest seller was LPL Financial, cutting an estimated $3.6M.
- 108 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2016, up from 106 in Q1 2016.
- Funds reported $152M of iShares ESG Optimized MSCI USA ETF stock for Q2 2016, up 9.8% quarter-over-quarter.
- 13 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2016 and 9 closed out, a net change of +4 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2016 was Bank of America, an estimated $5.07M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2016 was LPL Financial, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2016.