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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

154 hedge funds and large institutions have $269M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
55
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$12.7M
2
M&T Bank
M&T Bank
New York
$2.94M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.43M
4
BC
Bartlett & Co
Ohio
$1.46M
5
CA
Cetera Advisors
Colorado
$3.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$54.2M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
TSS
Two Sigma Securities
New York
$0
4
Jane Street
Jane Street
New York
$0
5
ACM
Avalon Capital Management
California
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.87M +$157K +2,822 +9%
DWM
27
Destination Wealth Management
California
$1.72M +$44.2K +796 +3%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$1.6M – – –
BC
29
Bartlett & Co
Ohio
$1.46M +$955K +17,202 +190%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.43M +$1.1M +19,756 +333%
Truist Financial
31
Truist Financial
North Carolina
$1.29M +$202K +3,636 +19%
Creative Planning
32
Creative Planning
Kansas
$1.24M +$555 +10 +0%
AI
33
Accredited Investors
Minnesota
$1.22M -$121K -2,178 -9%
FHA
34
Flagship Harbor Advisors
Massachusetts
$1.19M +$26.7K +468 +2%
FIG
35
FundX Investment Group
California
$1.08M – – –
SFP
36
Shepherd Financial Partners
Massachusetts
$1.08M +$84.9K +1,528 +9%
GAM
37
Gould Asset Management
California
$1.08M +$286K +5,150 +36%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$1.03M +$28.4K +512 +3%
B
39
Bailard
California
$1.03M +$33.3K +600 +3%
EWM
40
Evercore Wealth Management
New York
$1.02M – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$926K +$54.3K +974 +6%
UCFA
42
United Capital Financial Advisors
Texas
$921K +$5K +90 +0.5%
William Blair & Company
43
William Blair & Company
Illinois
$916K -$1.56K -28 -0.2%
CB
44
Commerce Bank
Missouri
$880K – – –
US Bancorp
45
US Bancorp
Minnesota
$874K -$16.7K -300 -2%
KeyBank National Association
46
KeyBank National Association
Ohio
$862K -$131K -2,360 -13%
MHI
47
Miller Howard Investments
New York
$821K +$536K +9,652 +188%
MCM
48
Manchester Capital Management
Vermont
$797K +$4.89K +88 +0.6%
PBO
49
Peoples Bank (Ohio)
Ohio
$774K -$74.9K -1,348 -9%
APP
50
Avantax Planning Partners
Iowa
$733K – – –
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