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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
38
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$3.18M
5
PWM
5
Patriot Wealth Management
Texas
$2.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.2M
2
Jane Street
2
Jane Street
New York
$792K
3
SB
3
Suntrust Banks
Georgia
$9.74M
4
BAAM
4
Baker Avenue Asset Management
California
$1.35M
5
MHI
5
Miller Howard Investments
New York
$809K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$1.07M 11,707 +2,564 +28%
AI
27
Accredited Investors
Minnesota
$1.06M 11,657 +4,818 +70%
EWM
28
Evercore Wealth Management
New York
$832K 9,152 – –
DWM
29
Destination Wealth Management
California
$832K 9,147 +193 +2%
US Bancorp
30
US Bancorp
Minnesota
$831K 9,135 -1,960 -18%
MHI
31
Miller Howard Investments
New York
$809K 8,889 -6,626 -43%
Jane Street
32
Jane Street
New York
$792K 8,710 -19,254 -69%
PBO
33
Peoples Bank (Ohio)
Ohio
$792K 8,707 -151 -2%
William Blair & Company
34
William Blair & Company
Illinois
$763K 8,383 – –
UCFA
35
United Capital Financial Advisors
Texas
$743K 8,171 – –
CB
36
Commerce Bank
Missouri
$725K 7,965 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$720K 7,917 +1,570 +25%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$704K 7,745 – –
Truist Financial
39
Truist Financial
North Carolina
$693K 7,613 +333 +5%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$672K 7,383 -1,118 -13%
HighTower Advisors
41
HighTower Advisors
Illinois
$633K 6,978 -153 -2%
Northern Trust
42
Northern Trust
Illinois
$569K 6,250 – –
LGWM
43
Litman Gregory Wealth Management
California
$564K 6,196 -777 -11%
B
44
Bailard
California
$503K 5,527 +5,527 New
CA
45
Cetera Advisors
Colorado
$462K 5,068 – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$451K 4,956 +711 +17%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$437K 4,800 – –
RFC
48
Regions Financial Corp
Alabama
$435K 4,790 – –
RJA
49
Raymond James & Associates
Florida
$413K 4,535 +845 +23%
FPFS
50
First Personal Financial Services
North Carolina
$409K 4,494 – –
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