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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

86 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.17M
2
Bank of America
Bank of America
North Carolina
+$1.57M
3
Morgan Stanley
Morgan Stanley
New York
+$1.2M
4
Wells Fargo
Wells Fargo
California
+$1.13M
5
Stifel Financial
Stifel Financial
Missouri
+$987K

Top Sellers

1
RNS
Robert N. Shapiro
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
3
CG
Colony Group
Massachusetts
-$394K
4
PWAG
Polaris Wealth Advisory Group
California
-$249K
5
TCT
TIAA CREF Trust
Missouri
-$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Accredited Investors
Minnesota
$541K -$24.9K -578 -4%
Ameriprise
27
Ameriprise
Minnesota
$516K +$173K +4,024 +51%
William Blair & Company
28
William Blair & Company
Illinois
$509K -$4.73K -110 -0.9%
EWM
29
Evercore Wealth Management
New York
$480K -$129K -3,000 -21%
HighTower Advisors
30
HighTower Advisors
Illinois
$467K +$19.4K +452 +4%
RFC
31
Regions Financial Corp
Alabama
$465K – – –
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$462K – – –
CAG
33
Crestwood Advisors Group
Massachusetts
$455K – – –
BUB
34
BBVA USA Bancshares
Texas
$431K – – –
FPFS
35
First Personal Financial Services
North Carolina
$384K +$384K +8,920 New
CCFCSB
36
Cape Cod Five Cents Savings Bank
Massachusetts
$379K -$9.48K -220 -2%
CAN
37
Cetera Advisor Networks
California
$378K +$51K +1,184 +16%
FAAS
38
First Allied Advisory Services
California
$373K +$43.7K +1,016 +13%
TAM
39
Trillium Asset Management
Massachusetts
$368K +$125K +2,892 +51%
PGA
40
Portland Global Advisors
Maine
$334K -$34.5K -800 -9%
SGAM
41
Steinberg Global Asset Management
Florida
$309K +$66.3K +1,540 +27%
DWM
42
Destination Wealth Management
California
$291K +$9.98K +232 +4%
CA
43
Cetera Advisors
Colorado
$288K -$22.4K -520 -7%
SCG
44
Sonata Capital Group
Washington
$284K +$284K +6,600 New
TCOV
45
Trust Company of Vermont
Vermont
$281K +$40.3K +934 +17%
GAM
46
Gould Asset Management
California
$257K – – –
BOS
47
Bingham Osborn & Scarborough
California
$245K -$14.1K -328 -5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$242K – – –
Citigroup
49
Citigroup
New York
$217K -$5.16K -120 -2%
DWM
50
Dakota Wealth Management
Florida
$212K +$212K +4,918 New
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