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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$29.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
3
Wells Fargo
Wells Fargo
California
$15.2M
4
TF
Tompkins Financial
New York
$1.39M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$698K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.84M
2
TAM
Trillium Asset Management
Massachusetts
$208K
3
Citadel Advisors
Citadel Advisors
Florida
$298K
4
UBS Group
UBS Group
Switzerland
$4.1M
5
LPL Financial
LPL Financial
California
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
26
Peoples Bank (Ohio)
Ohio
$754K -$8.09K -190 -1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$698K +$698K +16,388 New
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$659K -$33.5K -788 -5%
CB
29
Commerce Bank
Missouri
$644K -$134K -3,150 -17%
PWM
30
Patriot Wealth Management
Texas
$617K +$142K +3,344 +30%
LGWM
31
Litman Gregory Wealth Management
California
$611K +$311K +7,298 +104%
HighTower Advisors
32
HighTower Advisors
Illinois
$600K -$30K -706 -5%
AI
33
Accredited Investors
Minnesota
$595K +$14.5K +342 +3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$552K +$552K +12,976 New
Northern Trust
35
Northern Trust
Illinois
$532K – – –
UCFA
36
United Capital Financial Advisors
Texas
$511K – – –
DWM
37
Destination Wealth Management
California
$509K – – –
William Blair & Company
38
William Blair & Company
Illinois
$506K -$34K -800 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$459K -$63.9K -1,498 -12%
JFGIW
40
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$457K – – –
FAAS
41
First Allied Advisory Services
California
$419K -$8.37K -196 -2%
RFC
42
Regions Financial Corp
Alabama
$408K – – –
CA
43
Cetera Advisors
Colorado
$395K – – –
CCFCSB
44
Cape Cod Five Cents Savings Bank
Massachusetts
$386K -$26.9K -632 -7%
FPFS
45
First Personal Financial Services
North Carolina
$384K -$5.53K -130 -1%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$352K +$352K +8,260 New
FDCC
47
Foster Dykema Cabot & Co
Massachusetts
$338K – – –
PGA
48
Portland Global Advisors
Maine
$330K – – –
MFS
49
MSI Financial Services
Massachusetts
$329K +$3.83K +90 +1%
SGAM
50
Steinberg Global Asset Management
Florida
$305K – – –
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