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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

169 hedge funds and large institutions have $273M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
55
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$3M
2
Jane Street
Jane Street
New York
+$2.1M
3
MWM
Mission Wealth Management
California
+$1.67M
4
Stifel Financial
Stifel Financial
Missouri
+$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
HPWM
Highland Private Wealth Management
Washington
-$5.04M
2
Ameriprise
Ameriprise
Minnesota
-$4.59M
3
ACM
Avalon Capital Management
California
-$2.83M
4
CA
Cetera Advisors
Colorado
-$2.8M
5
Bank of America
Bank of America
North Carolina
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.91M +$1.46M +26,382 +325%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.82M +$1.24M +22,348 +214%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.82M -$45K -812 -2%
DWM
29
Destination Wealth Management
California
$1.61M -$111K -2,006 -6%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$1.6M – – –
BC
31
Bartlett & Co
Ohio
$1.47M +$9.98K +180 +0.7%
BCWM
32
Bartlett & Co Wealth Management
Ohio
$1.46M +$1.46M +26,422 New
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.46M +$40.7K +734 +3%
Creative Planning
34
Creative Planning
Kansas
$1.26M +$23.9K +432 +2%
SFP
35
Shepherd Financial Partners
Massachusetts
$1.24M +$167K +3,020 +16%
FHA
36
Flagship Harbor Advisors
Massachusetts
$1.2M +$76.4K +1,424 +7%
PCG
37
Private Capital Group
Connecticut
$1.2M – – –
AI
38
Accredited Investors
Minnesota
$1.19M -$29K -524 -2%
MCM
39
Manchester Capital Management
Vermont
$1.09M +$294K +5,302 +37%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$1.08M +$46.9K +846 +5%
FIG
41
FundX Investment Group
California
$1.04M -$42.1K -760 -4%
KeyBank National Association
42
KeyBank National Association
Ohio
$1.03M +$167K +3,020 +19%
EWM
43
Evercore Wealth Management
New York
$1.02M – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$1M +$81.4K +1,468 +9%
IFAM
45
Institutional & Family Asset Management
Colorado
$988K +$988K +17,820 New
B
46
Bailard
California
$965K -$61.1K -1,102 -6%
William Blair & Company
47
William Blair & Company
Illinois
$914K – – –
CIM
48
Cambria Investment Management
California
$901K +$901K +16,254 New
GAM
49
Gould Asset Management
California
$900K -$174K -3,140 -16%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$887K +$560K +10,110 +171%
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