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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Ameriprise
2
Ameriprise
Minnesota
$16.2M
3
Jane Street
3
Jane Street
New York
$3.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
RJA
2
Raymond James & Associates
Florida
$7.26M
3
DIA
3
Dana Investment Advisors
Wisconsin
$0
4
GIP
4
Granite Investment Partners
California
$0
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$2.35M 19,881 +2,205 +12%
KeyBank National Association
27
KeyBank National Association
Ohio
$2.34M 19,768 +774 +4%
BC
28
Bartlett & Co
Ohio
$2.27M 19,169 +2,128 +12%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$2.27M 19,169 +2,128 +12%
Barclays
30
Barclays
United Kingdom
$2.23M 18,815 – –
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.11M 22,062 -451 -2%
SFP
32
Shepherd Financial Partners
Massachusetts
$1.82M 15,374 +600 +4%
TF
33
TIAA FSB
Florida
$1.81M 15,316 -3,055 -17%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$1.76M 14,400 – –
RFC
35
Regions Financial Corp
Alabama
$1.75M 14,800 +9,236 +166%
FEG
36
Fund Evaluation Group
Ohio
$1.61M 13,641 +861 +7%
CWM
37
Cornerstone Wealth Management
Missouri
$1.58M 4,852 -179 -4%
LFASL
38
Lugano Financial Advisors SA (LFA)
Switzerland
$1.56M 13,171 +9,771 +287%
WTC
39
WhitTier Trust Company
Nevada
$1.47M 12,423 -1,350 -10%
CJA
40
C-J Advisory
California
$1.43M 11,975 +400 +3%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$1.42M 11,973 +164 +1%
B
42
Bailard
California
$1.39M 11,718 +427 +4%
VWA
43
VERITY Wealth Advisors
United States
$1.33M 11,263 – –
AI
44
Accredited Investors
Minnesota
$1.26M 10,666 +1,267 +13%
Creative Planning
45
Creative Planning
Kansas
$1.24M 10,511 -120 -1%
EWM
46
Evercore Wealth Management
New York
$1.2M 10,106 +954 +10%
MCM
47
Manchester Capital Management
Vermont
$1.18M 9,982 +84 +0.8%
GAM
48
Gould Asset Management
California
$1.17M 9,925 -40 -0.4%
PCG
49
Private Capital Group
Connecticut
$1.17M 9,918 -859 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$1.17M 9,912 -253 -2%
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