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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.43M
3
SB
Suntrust Banks
Georgia
$8.23M
4
TSS
Two Sigma Securities
New York
$2.6M
5
Goldman Sachs
Goldman Sachs
New York
$3.32M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
VF
Virtu Financial
New York
$0
3
SG Americas Securities
SG Americas Securities
New York
$398K
4
FAAS
First Allied Advisory Services
California
$0
5
CAN
Cetera Advisor Networks
California
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$1.85M +$1.85M +35,474 New
M&T Bank
27
M&T Bank
New York
$1.64M -$54.1K -1,034 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.61M +$1.36K +26 +0.1%
DWM
29
Destination Wealth Management
California
$1.58M +$202K +3,868 +15%
Jane Street
30
Jane Street
New York
$1.58M -$2.72M -52,112 -63%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$1.51M +$1.51M +28,800 New
AI
32
Accredited Investors
Minnesota
$1.26M +$57.4K +1,098 +5%
Creative Planning
33
Creative Planning
Kansas
$1.17M +$134K +2,560 +13%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.08M +$68.5K +1,300 +7%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.07M -$229K -4,382 -18%
Truist Financial
36
Truist Financial
North Carolina
$1.03M +$39.8K +762 +4%
FIG
37
FundX Investment Group
California
$1.02M -$298K -5,698 -23%
EWM
38
Evercore Wealth Management
New York
$956K – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$943K +$80.5K +1,542 +9%
SFP
40
Shepherd Financial Partners
Massachusetts
$942K -$97.2K -1,842 -9%
B
41
Bailard
California
$936K +$53.3K +1,020 +6%
KeyBank National Association
42
KeyBank National Association
Ohio
$934K +$274K +5,240 +41%
William Blair & Company
43
William Blair & Company
Illinois
$863K -$13K -248 -1%
UCFA
44
United Capital Financial Advisors
Texas
$862K +$732 +14 +0.1%
US Bancorp
45
US Bancorp
Minnesota
$838K -$8.36K -160 -1%
CB
46
Commerce Bank
Missouri
$828K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$818K +$61.4K +1,174 +8%
PBO
48
Peoples Bank (Ohio)
Ohio
$798K -$5.22K -100 -0.7%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$787K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$753K +$40.3K +772 +6%
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