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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

91 hedge funds and large institutions have $114M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
HRT Financial
New York
$3M
2
RJA
2
Raymond James & Associates
Florida
$1.2M
3
MAA
3
Managed Account Advisors
New Jersey
$1.04M
4
Citadel Advisors
4
Citadel Advisors
Florida
$887K
5
Bank of America
5
Bank of America
North Carolina
$17.4M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
BUB
3
BBVA USA Bancshares
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$241K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$693K 8,139 – –
EWM
27
Evercore Wealth Management
New York
$682K 8,008 +818 +11%
AI
28
Accredited Investors
Minnesota
$560K 6,574 +65 +1%
HighTower Advisors
29
HighTower Advisors
Illinois
$555K 6,527 +118 +2%
William Blair & Company
30
William Blair & Company
Illinois
$528K 6,215 -100 -2%
CCFCSB
31
Cape Cod Five Cents Savings Bank
Massachusetts
$478K 5,612 +1,287 +30%
RFC
32
Regions Financial Corp
Alabama
$473K 5,556 -680 -11%
CAN
33
Cetera Advisor Networks
California
$461K 5,342 – –
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$457K 5,369 – –
Comerica Bank
35
Comerica Bank
Texas
$442K 5,200 +2,685 +107%
DWM
36
Destination Wealth Management
California
$439K 5,156 +1,667 +48%
UCFA
37
United Capital Financial Advisors
Texas
$426K 5,000 – –
FAAS
38
First Allied Advisory Services
California
$412K 4,826 -733 -13%
CAG
39
Crestwood Advisors Group
Massachusetts
$392K 4,606 -675 -13%
FPFS
40
First Personal Financial Services
North Carolina
$377K 4,420 -40 -0.9%
FDCC
41
Foster Dykema Cabot & Co
Massachusetts
$370K 4,350 +1,000 +30%
CA
42
Cetera Advisors
Colorado
$336K 3,950 +600 +18%
PGA
43
Portland Global Advisors
Maine
$330K 3,875 – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$314K 3,688 +833 +29%
SGAM
45
Steinberg Global Asset Management
Florida
$305K 3,587 – –
Stifel Financial
46
Stifel Financial
Missouri
$301K 3,541 +1 +0%
TCOV
47
Trust Company of Vermont
Vermont
$294K 3,448 +179 +5%
SCG
48
Sonata Capital Group
Washington
$281K 3,300 – –
GAM
49
Gould Asset Management
California
$275K 3,235 +245 +8%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$244K 2,862 +57 +2%
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