SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

72 hedge funds and large institutions have $90.7M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.28M
2
Bank of America
Bank of America
North Carolina
$14.4M
3
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$340K
4
CAN
Cetera Advisor Networks
California
$303K
5
FAAS
First Allied Advisory Services
California
$297K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
Citigroup
Citigroup
New York
$203K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.83M
4
SB
Suntrust Banks
Georgia
$8.26M
5
BAAM
Baker Avenue Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
51
Alexandria Capital
Virginia
$147K – – –
MA
52
MUFG Americas
New York
$144K -$62.3K -1,600 -30%
BFEC
53
Benjamin F. Edwards & Company
Missouri
$132K – – –
NES
54
New England Securities
New York
$128K – – –
BJ
55
Brouwer & Janachowski
California
$117K +$117K +2,990 New
PSI
56
Pinnacle Summer Investments
Virginia
$102K – – –
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$91K -$84.6K -2,178 -48%
Creative Planning
58
Creative Planning
Kansas
$84K – – –
DSC
59
Duncker Streett & Co
Missouri
$84K +$84K +2,140 New
PWAG
60
Polaris Wealth Advisory Group
California
$76K -$4.7K -120 -6%
CWM
61
Cranbrook Wealth Management
Michigan
$71K – – –
AIG
62
American International Group
New York
$60.8K +$78 +2 +0.1%
FWM
63
Focused Wealth Management
New York
$49K – – –
FCCM
64
First City Capital Management
Georgia
$43.3K +$43.3K +1,110 New
PIM
65
Parasol Investment Management
Illinois
$34K – – –
MFS
66
MSI Financial Services
Massachusetts
$25K +$7.69K +200 +44%
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$23K +600 New
BAM
68
Barrett Asset Management
New York
$21K – – –
FBT
69
Founders Bank & Trust
Michigan
$16K – – –
LNB
70
Ledyard National Bank
$9K +$5.09K +130 +130%
ST
71
Smithfield Trust
Pennsylvania
$7K – – –
FAM
72
Formidable Asset Management
Ohio
$4K – – –
Goldman Sachs
73
Goldman Sachs
New York
– -$4.16M -108,390 Closed
BAAM
74
Baker Avenue Asset Management
California
– -$299K -7,800 Closed
GIP
75
Granite Investment Partners
California
– -$266K -6,940 Closed
1 2
3
4