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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

84 hedge funds and large institutions have $110M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.84M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$12.5M
5
Northern Trust
5
Northern Trust
Illinois
$1.24M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$545K 6,921 +394 +6%
AI
27
Accredited Investors
Minnesota
$519K 6,581 +7 +0.1%
William Blair & Company
28
William Blair & Company
Illinois
$500K 6,350 +135 +2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$459K 5,812 -5,149 -47%
CAN
30
Cetera Advisor Networks
California
$431K 5,473 +131 +2%
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$423K 5,369 – –
CCFCSB
32
Cape Cod Five Cents Savings Bank
Massachusetts
$415K 5,266 -346 -6%
FAAS
33
First Allied Advisory Services
California
$397K 5,026 +200 +4%
UCFA
34
United Capital Financial Advisors
Texas
$394K 5,000 – –
RFC
35
Regions Financial Corp
Alabama
$378K 4,790 -766 -14%
CAG
36
Crestwood Advisors Group
Massachusetts
$363K 4,606 – –
FPFS
37
First Personal Financial Services
North Carolina
$361K 4,576 +156 +4%
FDCC
38
Foster Dykema Cabot & Co
Massachusetts
$343K 4,350 – –
DWM
39
Destination Wealth Management
California
$327K 4,156 -1,000 -19%
Ameriprise
40
Ameriprise
Minnesota
$315K 3,999 +1,172 +41%
CA
41
Cetera Advisors
Colorado
$312K 3,950 – –
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$311K 3,948 +260 +7%
PGA
43
Portland Global Advisors
Maine
$305K 3,875 – –
SGAM
44
Steinberg Global Asset Management
Florida
$283K 3,587 – –
Stifel Financial
45
Stifel Financial
Missouri
$279K 3,541 – –
TCOV
46
Trust Company of Vermont
Vermont
$273K 3,466 +18 +0.5%
SCG
47
Sonata Capital Group
Washington
$260K 3,300 – –
GAM
48
Gould Asset Management
California
$255K 3,235 – –
BOS
49
Bingham Osborn & Scarborough
California
$224K 2,841 – –
TAM
50
Trillium Asset Management
Massachusetts
$221K 2,805 – –
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2
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