iShares ESG Optimized MSCI USA ETF
SUSA
154 hedge funds and large institutions have $271M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
72% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 32
11% more funds holding
Funds holding: 139 → 154 (+15)
2% less capital invested
Capital invested by funds: $275M → $271M (-$4.55M)
5.28% less ownership
Funds ownership: 89.38% → 84.1% (-5.3%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.87M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$1.17M |
| 3 |
JP Morgan Chase
New York
|
+$1.07M |
| 4 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$933K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$742K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24.1M |
| 2 |
Goldman Sachs
New York
|
-$3.32M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$2.6M |
| 4 |
Jane Street
New York
|
-$1.57M |
| 5 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$1.01M |
SUSA Hedge Fund Activity: Q4 2017 in Review
154 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2017, worth a combined $271M — down 1.7% from $275M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SUSA positions and 8 closed out — a net gain of 16 holders — while 55 added to existing stakes and 32 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.87M. The largest seller was Bank of America, cutting an estimated $24.1M.
- 154 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2017, up from 139 in Q3 2017.
- Funds reported $271M of iShares ESG Optimized MSCI USA ETF stock for Q4 2017, down 1.7% quarter-over-quarter.
- 24 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2017 and 8 closed out, a net change of +16 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2017 was Ameriprise, an estimated $2.87M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2017 was Bank of America, an estimated $24.1M sold.
Based on aggregated 13F filings for Q4 2017.