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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.4M
2
Wells Fargo
Wells Fargo
California
+$8.36M
3
RJA
Raymond James & Associates
Florida
+$5.49M
4
DIA
Dana Investment Advisors
Wisconsin
+$3.96M
5
GIP
Granite Investment Partners
California
+$3.13M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$44.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.55M
4
Jane Street
Jane Street
New York
-$1.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$360K +6,982 +18%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$2.02M +$385K +7,462 +24%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.98M -$1.55M -29,982 -44%
KeyBank National Association
29
KeyBank National Association
Ohio
$1.96M +$131K +2,538 +7%
Barclays
30
Barclays
United Kingdom
$1.94M – – –
TF
31
TIAA FSB
Florida
$1.9M -$175K -3,402 -8%
DWM
32
Destination Wealth Management
California
$1.82M +$399K +7,742 +28%
BC
33
Bartlett & Co
Ohio
$1.76M +$30.4K +590 +2%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.76M +$30.4K +590 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.59M -$20K -388 -1%
SFP
36
Shepherd Financial Partners
Massachusetts
$1.52M -$152K -2,956 -9%
Chevy Chase Trust
37
Chevy Chase Trust
Maryland
$1.49M – – –
WTC
38
WhitTier Trust Company
Nevada
$1.42M -$689K -13,360 -33%
FEG
39
Fund Evaluation Group
Ohio
$1.32M -$94.1K -1,824 -7%
DCP
40
DSM Capital Partners
Florida
$1.24M +$1.24M +24,030 New
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.22M -$5.88K -114 -0.5%
CJA
42
C-J Advisory
California
$1.19M +$231K +4,484 +24%
B
43
Bailard
California
$1.17M +$234K +4,534 +25%
VWA
44
VERITY Wealth Advisors
United States
$1.16M +$1.16M +22,526 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.14M +$53.6K +1,040 +5%
MCM
46
Manchester Capital Management
Vermont
$1.12M +$677 +12 +0.1%
PCG
47
Private Capital Group
Connecticut
$1.11M – – –
Creative Planning
48
Creative Planning
Kansas
$1.1M -$51.2K -994 -4%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.08M -$346K -6,704 -24%
Citadel Advisors
50
Citadel Advisors
Florida
$1.05M -$2.61M -50,592 -71%
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