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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

70 hedge funds and large institutions have $93.4M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.18M
2
U
2
UBS
Switzerland
$4.96M
3
BAAM
3
Baker Avenue Asset Management
California
$489K
4
Bessemer Group
4
Bessemer Group
New Jersey
$488K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$400K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$388K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$418K 5,080 – –
BUB
27
BBVA USA Bancshares
Texas
$411K 5,000 – –
HighTower Advisors
28
HighTower Advisors
Illinois
$400K 4,858 +4,858 New
LWI
29
Long Wharf Investors
Massachusetts
$394K 4,788 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$388K 4,717 -37,216 -89%
CCFCSB
31
Cape Cod Five Cents Savings Bank
Massachusetts
$373K 4,535 +180 +4%
CA
32
Cetera Advisors
Colorado
$371K 4,504 – –
PGA
33
Portland Global Advisors
Maine
$352K 4,275 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$346K 4,210 -70 -2%
GAM
35
Gould Asset Management
California
$316K 3,840 – –
FAAS
36
First Allied Advisory Services
California
$316K 3,826 +32 +0.8%
Ameriprise
37
Ameriprise
Minnesota
$307K 3,729 +123 +3%
CAN
38
Cetera Advisor Networks
California
$294K 3,573 -305 -8%
DWM
39
Destination Wealth Management
California
$252K 3,059 +259 +9%
BOS
40
Bingham Osborn & Scarborough
California
$247K 3,005 -175 -6%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$246K 2,989 – –
Stifel Financial
42
Stifel Financial
Missouri
$240K 2,921 +130 +5%
TAM
43
Trillium Asset Management
Massachusetts
$233K 2,827 – –
SGAM
44
Steinberg Global Asset Management
Florida
$232K 2,817 -220 -7%
Citigroup
45
Citigroup
New York
$217K 2,634 +33 +1%
TCOV
46
Trust Company of Vermont
Vermont
$204K 2,472 +107 +5%
DADC
47
D.A. Davidson & Co
Montana
$173K 2,112 -1 -0%
WEC
48
Winslow Evans & Crocker
Massachusetts
$159K 1,930 – –
BFEC
49
Benjamin F. Edwards & Company
Missouri
$139K 1,685 – –
NES
50
New England Securities
New York
$135K 1,643 – –
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