iShares ESG Optimized MSCI USA ETF
SUSA
111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
14% more capital invested
Capital invested by funds: $152M → $174M (+$21.8M)
3% more funds holding
Funds holding: 108 → 111 (+3)
1.43% more ownership
Funds ownership: 80.09% → 81.52% (+1.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.69M |
| 2 |
SG Americas Securities
New York
|
+$3.73M |
| 3 |
Morgan Stanley
New York
|
+$2.49M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.91M |
| 5 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.97M |
| 2 |
Jane Street
New York
|
-$1.74M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$1.41M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$1.11M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$597K |
SUSA Hedge Fund Activity: Q3 2016 in Review
111 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2016, worth a combined $174M — up 14% from $152M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SUSA positions and 4 closed out — a net gain of 3 holders — while 38 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $6.69M. The largest seller was Wells Fargo, cutting an estimated $2.97M.
- 111 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2016, up from 108 in Q2 2016.
- Funds reported $174M of iShares ESG Optimized MSCI USA ETF stock for Q3 2016, up 14% quarter-over-quarter.
- 7 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2016 and 4 closed out, a net change of +3 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2016 was Bank of America, an estimated $6.69M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2016 was Wells Fargo, an estimated $2.97M sold.
Based on aggregated 13F filings for Q3 2016.