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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

68 hedge funds and large institutions have $93.3M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$3.55M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$18M
5
GIP
5
Granite Investment Partners
California
$266K

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$8.46M
2
MAA
2
Managed Account Advisors
New Jersey
$0
3
CWA
3
Convergent Wealth Advisors
Maryland
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
BJL
5
Brighton Jones LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Alexandria Capital
Virginia
$145K 1,885 -156 -8%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$129K 1,685 – –
NES
53
New England Securities
New York
$126K 1,643 – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$103K 1,343 -539 -29%
PSI
55
Pinnacle Summer Investments
Virginia
$100K 1,302 – –
ASN
56
Advisory Services Network
Georgia
$85K 1,111 +1,111 New
Creative Planning
57
Creative Planning
Kansas
$83K 1,081 – –
PWAG
58
Polaris Wealth Advisory Group
California
$79K 1,030 -1,415 -58%
CWM
59
Cranbrook Wealth Management
Michigan
$69K 904 +904 New
AIG
60
American International Group
New York
$59.6K 777 +1 +0.1%
FWM
61
Focused Wealth Management
New York
$48K 629 +1 +0.2%
PIM
62
Parasol Investment Management
Illinois
$34K 437 +437 New
BAM
63
Barrett Asset Management
New York
$21K 275 +75 +38%
MFS
64
MSI Financial Services
Massachusetts
$17K 225 – –
FBT
65
Founders Bank & Trust
Michigan
$15K 205 – –
ST
66
Smithfield Trust
Pennsylvania
$7K 90 – –
FAM
67
Formidable Asset Management
Ohio
$4K 50 – –
LNB
68
Ledyard National Bank
$4K 50 – –
MAA
69
Managed Account Advisors
New Jersey
– – -6,220 Closed
CWA
70
Convergent Wealth Advisors
Maryland
– – -5,895 Closed
Northern Trust
71
Northern Trust
Illinois
– – -3,925 Closed
BJL
72
Brighton Jones LLC
Washington
– – -3,873 Closed
CAN
73
Cetera Advisor Networks
California
– – -2,935 Closed
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