SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

70 hedge funds and large institutions have $93.4M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.18M
2
U
2
UBS
Switzerland
$4.96M
3
BAAM
3
Baker Avenue Asset Management
California
$489K
4
Bessemer Group
4
Bessemer Group
New Jersey
$488K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$400K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$388K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Alexandria Capital
Virginia
$131K 1,591 -294 -16%
MA
52
MUFG Americas
New York
$113K 1,375 -475 -26%
Creative Planning
53
Creative Planning
Kansas
$113K 1,374 +293 +27%
PSI
54
Pinnacle Summer Investments
Virginia
$107K 1,302 – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$96K 1,172 +1 +0.1%
DSC
56
Duncker Streett & Co
Missouri
$88K 1,070 – –
CWM
57
Cranbrook Wealth Management
Michigan
$88K 1,069 +165 +18%
AIG
58
American International Group
New York
$73.5K 894 +116 +15%
FWM
59
Focused Wealth Management
New York
$52K 631 +2 +0.3%
BRWA
60
B. Riley Wealth Advisors
Florida
$49.4K 600 +600 New
FCCM
61
First City Capital Management
Georgia
$45.7K 555 – –
PIM
62
Parasol Investment Management
Illinois
$36K 437 – –
MFS
63
MSI Financial Services
Massachusetts
$27K 325 – –
BAM
64
Barrett Asset Management
New York
$23K 275 – –
FBT
65
Founders Bank & Trust
Michigan
$17K 205 – –
HF
66
Hoxton Financial
West Virginia
$13K 163 +163 New
LNB
67
Ledyard National Bank
$9K 115 – –
ST
68
Smithfield Trust
Pennsylvania
$8K 95 +5 +6%
IFWM
69
Institute for Wealth Management
Colorado
$7K 81 +81 New
FAM
70
Formidable Asset Management
Ohio
$4K 50 – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– – -23,466 Closed
MWM
72
Modera Wealth Management
New Jersey
– – -6,328 Closed
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
– – -2,900 Closed
ACM
74
Ashford Capital Management
Delaware
– – -2,823 Closed
TH
75
Timber Hill
Connecticut
– – -2,573 Closed
1 2
3
4