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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Trillium Asset Management
Massachusetts
$7.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$576K
2
Northern Trust
2
Northern Trust
Illinois
$521K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.8M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
26
Peoples Bank (Ohio)
Ohio
$747K +$747K +17,906 New
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$679K – – –
TF
28
Tompkins Financial
New York
$643K +$643K +15,420 New
HighTower Advisors
29
HighTower Advisors
Illinois
$622K +$41.5K +990 +7%
GIP
30
Granite Investment Partners
California
$601K +$601K +14,420 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$576K -$2.43M -58,306 -81%
AI
32
Accredited Investors
Minnesota
$569K +$20.2K +484 +4%
Ameriprise
33
Ameriprise
Minnesota
$549K +$215K +5,162 +65%
William Blair & Company
34
William Blair & Company
Illinois
$529K – – –
Northern Trust
35
Northern Trust
Illinois
$521K -$792K -19,000 -60%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$511K +$26.7K +640 +6%
DWM
37
Destination Wealth Management
California
$509K +$162K +3,894 +47%
UCFA
38
United Capital Financial Advisors
Texas
$500K +$83.3K +2,000 +20%
PWM
39
Patriot Wealth Management
Texas
$465K +$465K +11,160 New
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$448K – – –
FAAS
41
First Allied Advisory Services
California
$418K -$1.67K -40 -0.4%
CCFCSB
42
Cape Cod Five Cents Savings Bank
Massachusetts
$405K -$34.5K -826 -8%
RFC
43
Regions Financial Corp
Alabama
$400K – – –
CA
44
Cetera Advisors
Colorado
$388K +$58.4K +1,400 +18%
FPFS
45
First Personal Financial Services
North Carolina
$382K – – –
RP
46
Riverbridge Partners
Minnesota
$340K +$340K +8,144 New
FDCC
47
Foster Dykema Cabot & Co
Massachusetts
$331K -$31.2K -750 -9%
PGA
48
Portland Global Advisors
Maine
$323K – – –
MFS
49
MSI Financial Services
Massachusetts
$319K +$150K +3,602 +89%
SGAM
50
Steinberg Global Asset Management
Florida
$299K – – –
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