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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

63 hedge funds and large institutions have $214M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$15.4M
2
Bank of America
2
Bank of America
North Carolina
$10M
3
SB
3
Suntrust Banks
Georgia
$8.89M
4
Wells Fargo
4
Wells Fargo
California
$6.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.71M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
26
Managed Account Advisors
New Jersey
$421K 6,220 +6,220 New
TAM
27
Trillium Asset Management
Massachusetts
$395K 5,845 +5,845 New
William Blair & Company
28
William Blair & Company
Illinois
$380K 5,625 +5,625 New
BUB
29
BBVA USA Bancshares
Texas
$338K 5,000 +5,000 New
GAM
30
Gould Asset Management
California
$331K 4,890 +4,890 New
LWI
31
Long Wharf Investors
Massachusetts
$320K 4,725 +4,725 New
AI
32
Accredited Investors
Minnesota
$312K 4,602 +4,602 New
RFC
33
Regions Financial Corp
Alabama
$303K 4,485 +4,485 New
CA
34
Cetera Advisors
Colorado
$289K 4,260 +4,260 New
PGA
35
Portland Global Advisors
Maine
$289K 4,275 +4,275 New
Northern Trust
36
Northern Trust
Illinois
$266K 3,925 +3,925 New
BJL
37
Brighton Jones LLC
Washington
$260K 3,845 +3,845 New
SGAM
38
Steinberg Global Asset Management
Florida
$236K 3,487 +3,487 New
BOS
39
Bingham Osborn & Scarborough
California
$232K 3,430 +3,430 New
WTC
40
WhitTier Trust Company
Nevada
$218K 3,220 +3,220 New
CAG
41
Crestwood Advisors Group
Massachusetts
$213K 3,151 +3,151 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$202K 2,989 +2,989 New
CAN
43
Cetera Advisor Networks
California
$200K 2,938 +2,938 New
MA
44
MUFG Americas
New York
$193K 2,850 +2,850 New
Citigroup
45
Citigroup
New York
$193K 2,853 +2,853 New
CCM
46
Cazenove Capital Management
United Kingdom
$185K 2,715 +2,715 New
PWAG
47
Polaris Wealth Advisory Group
California
$162K 2,390 +2,390 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$152K 2,246 +2,246 New
DADC
49
D.A. Davidson & Co
Montana
$143K 2,114 +2,114 New
AC
50
Alexandria Capital
Virginia
$138K 2,041 +2,041 New
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