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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

74 hedge funds and large institutions have $95.9M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
Wells Fargo
2
Wells Fargo
California
$9.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.61M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.8M
5
CG
5
Colony Group
Massachusetts
$394K

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$2.08M
2
Bank of America
2
Bank of America
North Carolina
$14.1M
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$231K
5
MHI
5
Miller Howard Investments
New York
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
NES
51
New England Securities
New York
$135K 1,643 – –
AC
52
Alexandria Capital
Virginia
$131K 1,591 – –
PAG
53
Private Advisor Group
New Jersey
$128K 1,555 +1,555 New
Creative Planning
54
Creative Planning
Kansas
$113K 1,374 – –
MA
55
MUFG Americas
New York
$113K 1,375 – –
PSI
56
Pinnacle Summer Investments
Virginia
$107K 1,302 – –
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$102K 1,250 +1,250 New
NFG
58
Next Financial Group
Texas
$100K 1,220 +1,220 New
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$96K 1,172 – –
AIG
60
American International Group
New York
$88.6K 1,076 +182 +20%
CWM
61
Cranbrook Wealth Management
Michigan
$88K 1,069 – –
DSC
62
Duncker Streett & Co
Missouri
$88K 1,070 – –
Schroder Investment Management Group
63
Schroder Investment Management Group
United Kingdom
$67.9K 825 +825 New
FCCM
64
First City Capital Management
Georgia
$45.7K 555 – –
PIM
65
Parasol Investment Management
Illinois
$36K 437 – –
FWM
66
Focused Wealth Management
New York
$35K 420 -211 -33%
OCM
67
One Capital Management
California
$28K 339 +339 New
MFS
68
MSI Financial Services
Massachusetts
$27K 325 – –
BAM
69
Barrett Asset Management
New York
$23K 275 – –
FBT
70
Founders Bank & Trust
Michigan
$17K 205 – –
HF
71
Hoxton Financial
West Virginia
$13K 163 – –
LNB
72
Ledyard National Bank
$9K 115 – –
ST
73
Smithfield Trust
Pennsylvania
$8K 95 – –
FAM
74
Formidable Asset Management
Ohio
$4K 50 – –
Bessemer Group
75
Bessemer Group
New Jersey
– – -5,930 Closed
1 2
3
4