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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

86 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+12
Holders Change %
+16.22%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
28
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.17M
2
Bank of America
Bank of America
North Carolina
+$1.57M
3
Morgan Stanley
Morgan Stanley
New York
+$1.2M
4
Wells Fargo
Wells Fargo
California
+$1.13M
5
Stifel Financial
Stifel Financial
Missouri
+$987K

Top Sellers

1
RNS
Robert N. Shapiro
-$2.01M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.43M
3
CG
Colony Group
Massachusetts
-$394K
4
PWAG
Polaris Wealth Advisory Group
California
-$249K
5
TCT
TIAA CREF Trust
Missouri
-$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWM
51
Boston Standard Wealth Management
Massachusetts
$203K +$203K +4,830 New
DADC
52
D.A. Davidson & Co
Montana
$181K – – –
RC
53
RegentAtlantic Capital
New Jersey
$167K +$167K +3,882 New
AWM
54
AllSquare Wealth Management
New York
$161K +$161K +3,730 New
Creative Planning
55
Creative Planning
Kansas
$160K +$42K +978 +36%
WEC
56
Winslow Evans & Crocker
Massachusetts
$158K -$43.1K -1,000 -21%
NES
57
New England Securities
New York
$146K +$4.73K +110 +3%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$145K – – –
AC
59
Alexandria Capital
Virginia
$137K – – –
MA
60
MUFG Americas
New York
$118K – – –
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$115K +$13.5K +312 +13%
PSI
62
Pinnacle Summer Investments
Virginia
$112K – – –
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$108K – – –
NFG
64
Next Financial Group
Texas
$105K – – –
AIG
65
American International Group
New York
$96.6K +$3.96K +92 +4%
ASN
66
Advisory Services Network
Georgia
$94K +$94K +2,222 New
DSC
67
Duncker Streett & Co
Missouri
$92K – – –
CWM
68
Cranbrook Wealth Management
Michigan
$92K – – –
JFA
69
JNBA Financial Advisors
Minnesota
$70K +$70K +1,634 New
FCCM
70
First City Capital Management
Georgia
$47.8K – – –
FWM
71
Focused Wealth Management
New York
$45K +$8.65K +200 +24%
BAM
72
Barrett Asset Management
New York
$42K +$18.2K +420 +76%
PIM
73
Parasol Investment Management
Illinois
$38K – – –
GWA
74
Genesis Wealth Advisors
Massachusetts
$37.3K +$37.3K +850 New
MFS
75
MSI Financial Services
Massachusetts
$28K – – –
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