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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

63 hedge funds and large institutions have $81.2M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$802K
3
CWA
3
Convergent Wealth Advisors
Maryland
$417K
4
MHI
4
Miller Howard Investments
New York
$1.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.54M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$8.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$133K
3
TH
3
Timber Hill
Connecticut
$0
4
DBT
4
Dubuque Bank & Trust
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$6.74M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
26
Trillium Asset Management
Massachusetts
$413K 5,845 – –
William Blair & Company
27
William Blair & Company
Illinois
$405K 5,725 +100 +2%
BUB
28
BBVA USA Bancshares
Texas
$354K 5,000 – –
LWI
29
Long Wharf Investors
Massachusetts
$329K 4,645 -80 -2%
RFC
30
Regions Financial Corp
Alabama
$316K 4,460 -25 -0.6%
PGA
31
Portland Global Advisors
Maine
$302K 4,275 – –
CA
32
Cetera Advisors
Colorado
$301K 4,260 – –
Northern Trust
33
Northern Trust
Illinois
$278K 3,925 – –
BJL
34
Brighton Jones LLC
Washington
$274K 3,873 +28 +0.7%
GAM
35
Gould Asset Management
California
$272K 3,840 -1,050 -21%
CAG
36
Crestwood Advisors Group
Massachusetts
$272K 3,851 +700 +22%
BOS
37
Bingham Osborn & Scarborough
California
$243K 3,430 – –
SGAM
38
Steinberg Global Asset Management
Florida
$233K 3,287 -200 -6%
WTC
39
WhitTier Trust Company
Nevada
$233K 3,290 +70 +2%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$211K 2,989 – –
CAN
41
Cetera Advisor Networks
California
$208K 2,935 -3 -0.1%
BAAM
42
Baker Avenue Asset Management
California
$207K 2,930 +2,930 New
Citigroup
43
Citigroup
New York
$193K 2,740 -113 -4%
MA
44
MUFG Americas
New York
$187K 2,650 -200 -7%
PWAG
45
Polaris Wealth Advisory Group
California
$173K 2,445 +55 +2%
DADC
46
D.A. Davidson & Co
Montana
$172K 2,444 +330 +16%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$169K 2,394 +148 +7%
AC
48
Alexandria Capital
Virginia
$144K 2,041 – –
TCOV
49
Trust Company of Vermont
Vermont
$143K 2,029 +171 +9%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$133K 1,882 -9,176 -83%
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