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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

68 hedge funds and large institutions have $93.3M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$3.55M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$18M
5
GIP
5
Granite Investment Partners
California
$266K

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$8.46M
2
MAA
2
Managed Account Advisors
New Jersey
$0
3
CWA
3
Convergent Wealth Advisors
Maryland
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
BJL
5
Brighton Jones LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BUB
26
BBVA USA Bancshares
Texas
$384K 5,000 – –
LWI
27
Long Wharf Investors
Massachusetts
$377K 4,915 +270 +6%
William Blair & Company
28
William Blair & Company
Illinois
$374K 4,875 -850 -15%
RFC
29
Regions Financial Corp
Alabama
$340K 4,435 -25 -0.6%
PGA
30
Portland Global Advisors
Maine
$328K 4,275 – –
CAG
31
Crestwood Advisors Group
Massachusetts
$303K 3,951 +100 +3%
BAAM
32
Baker Avenue Asset Management
California
$299K 3,900 +970 +33%
GAM
33
Gould Asset Management
California
$295K 3,840 – –
CA
34
Cetera Advisors
Colorado
$273K 3,560 -700 -16%
GIP
35
Granite Investment Partners
California
$266K 3,470 +3,470 New
WTC
36
WhitTier Trust Company
Nevada
$258K 3,365 +75 +2%
SGAM
37
Steinberg Global Asset Management
Florida
$252K 3,287 – –
Ameriprise
38
Ameriprise
Minnesota
$247K 3,217 +1,767 +122%
BOS
39
Bingham Osborn & Scarborough
California
$244K 3,180 -250 -7%
PI
40
Placemark Investments
Illinois
$234K 3,041 +3,041 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$229K 2,989 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$227K 2,958 +2,958 New
DWM
43
Destination Wealth Management
California
$215K 2,800 +2,800 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$215K 2,800 +2,800 New
MA
45
MUFG Americas
New York
$203K 2,650 – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$173K 2,260 -134 -6%
TCOV
47
Trust Company of Vermont
Vermont
$169K 2,196 +167 +8%
DADC
48
D.A. Davidson & Co
Montana
$162K 2,114 -330 -14%
TF
49
Tompkins Financial
New York
$150K 1,950 +1,950 New
WEC
50
Winslow Evans & Crocker
Massachusetts
$148K 1,930 +1,930 New
1
2
3