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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

72 hedge funds and large institutions have $90.7M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.28M
2
Bank of America
Bank of America
North Carolina
$14.4M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$340K
4
CAN
Cetera Advisor Networks
California
$303K
5
FAAS
First Allied Advisory Services
California
$297K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Citigroup
Citigroup
New York
$203K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.83M
4
SB
Suntrust Banks
Georgia
$8.26M
5
BAAM
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$396K +$16K +410 +4%
BUB
27
BBVA USA Bancshares
Texas
$391K – – –
LWI
28
Long Wharf Investors
Massachusetts
$374K -$9.92K -254 -3%
RFC
29
Regions Financial Corp
Alabama
$367K +$20.3K +520 +6%
CA
30
Cetera Advisors
Colorado
$352K +$73.8K +1,888 +27%
CCFCSB
31
Cape Cod Five Cents Savings Bank
Massachusetts
$340K +$340K +8,710 New
PGA
32
Portland Global Advisors
Maine
$334K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$334K +$103K +2,644 +45%
CAN
34
Cetera Advisor Networks
California
$303K +$303K +7,756 New
GAM
35
Gould Asset Management
California
$300K – – –
FAAS
36
First Allied Advisory Services
California
$297K +$297K +7,588 New
Ameriprise
37
Ameriprise
Minnesota
$282K +$30.4K +778 +12%
BOS
38
Bingham Osborn & Scarborough
California
$248K – – –
SGAM
39
Steinberg Global Asset Management
Florida
$237K -$19.5K -500 -8%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$233K – – –
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$227K +$7.81K +200 +4%
TAM
42
Trillium Asset Management
Massachusetts
$221K -$236K -6,036 -52%
ACM
43
Ashford Capital Management
Delaware
$220K +$220K +5,646 New
DWM
44
Destination Wealth Management
California
$219K – – –
Stifel Financial
45
Stifel Financial
Missouri
$218K +$218K +5,582 New
Citigroup
46
Citigroup
New York
$203K -$3.41M -87,420 -94%
TH
47
Timber Hill
Connecticut
$201K +$201K +5,146 New
TCOV
48
Trust Company of Vermont
Vermont
$185K +$13.2K +338 +8%
DADC
49
D.A. Davidson & Co
Montana
$165K -$78 -2 -0%
WEC
50
Winslow Evans & Crocker
Massachusetts
$151K – – –
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2
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