iShares ESG Optimized MSCI USA ETF
SUSA
139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
92% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 26
30% more capital invested
Capital invested by funds: $212M → $275M (+$63M)
14.49% more ownership
Funds ownership: 74.9% → 89.38% (+14%)
6% more funds holding
Funds holding: 131 → 139 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$32.3M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$5.39M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$5.19M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$2.57M |
| 5 |
Goldman Sachs
New York
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.7M |
| 2 |
VF
Virtu Financial
New York
|
-$2.31M |
| 3 |
SG Americas Securities
New York
|
-$1.35M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$583K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$518K |
SUSA Hedge Fund Activity: Q3 2017 in Review
139 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2017, worth a combined $275M — up 30% from $212M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SUSA positions and 6 closed out — a net gain of 8 holders — while 50 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $32.3M. The largest seller was Jane Street, cutting an estimated $2.7M.
- 139 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2017, up from 131 in Q2 2017.
- Funds reported $275M of iShares ESG Optimized MSCI USA ETF stock for Q3 2017, up 30% quarter-over-quarter.
- 14 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2017 and 6 closed out, a net change of +8 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2017 was Bank of America, an estimated $32.3M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2017 was Jane Street, an estimated $2.7M sold.
Based on aggregated 13F filings for Q3 2017.