iShares ESG Optimized MSCI USA ETF
SUSA
171 hedge funds and large institutions have $314M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 39 reducing their positions, and 7 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 39
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
15% more capital invested
Capital invested by funds: $273M → $314M (+$40.8M)
2.81% more ownership
Funds ownership: 41.05% → 43.85% (+2.8%)
1% more funds holding
Funds holding: 169 → 171 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.9M |
| 2 |
HPWM
Highland Private Wealth Management
Bellevue,
Washington
|
+$4.97M |
| 3 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$3.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.55M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.1M |
| 2 |
Morgan Stanley
New York
|
-$1.27M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$643K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$228K |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$213K |
SUSA Hedge Fund Activity: Q2 2018 in Review
171 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2018, worth a combined $314M — up 15% from $273M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SUSA positions and 7 closed out — a net gain of 3 holders — while 60 added to existing stakes and 39 trimmed.
The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was Jane Street, exiting entirely with an estimated $2.1M sold.
- 171 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2018, up from 169 in Q1 2018.
- Funds reported $314M of iShares ESG Optimized MSCI USA ETF stock for Q2 2018, up 15% quarter-over-quarter.
- 10 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2018 and 7 closed out, a net change of +3 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2018 was Bank of America, an estimated $11.9M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2018 was Jane Street, an estimated $2.1M sold.
Based on aggregated 13F filings for Q2 2018.