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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

91 hedge funds and large institutions have $114M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
HRT Financial
New York
$3M
2
RJA
2
Raymond James & Associates
Florida
$1.2M
3
MAA
3
Managed Account Advisors
New Jersey
$1.04M
4
Citadel Advisors
4
Citadel Advisors
Florida
$887K
5
Bank of America
5
Bank of America
North Carolina
$17.4M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
BUB
3
BBVA USA Bancshares
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$241K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
BOS
51
Bingham Osborn & Scarborough
California
$242K 2,841 – –
Ameriprise
52
Ameriprise
Minnesota
$241K 2,827 -4,978 -64%
TAM
53
Trillium Asset Management
Massachusetts
$239K 2,805 -22 -0.8%
Truist Financial
54
Truist Financial
North Carolina
$231K 2,712 -155 -5%
Citigroup
55
Citigroup
New York
$223K 2,616 -123 -4%
MWM
56
Mission Wealth Management
California
$222K 2,590 +2,590 New
DWM
57
Dakota Wealth Management
Florida
$209K 2,459 – –
FANJ
58
Financial Architects (New Jersey)
New Jersey
$204K 2,398 +2,398 New
BSWM
59
Boston Standard Wealth Management
Massachusetts
$201K 2,369 -53 -2%
DADC
60
D.A. Davidson & Co
Montana
$179K 2,107 -5 -0.2%
MFS
61
MSI Financial Services
Massachusetts
$172K 2,023 – –
WEC
62
Winslow Evans & Crocker
Massachusetts
$156K 1,830 – –
BFEC
63
Benjamin F. Edwards & Company
Missouri
$155K 1,820 – –
AC
64
Alexandria Capital
Virginia
$135K 1,591 – –
HA
65
Harfst & Associates
Wyoming
$128K 1,500 +1,500 New
JFA
66
JNBA Financial Advisors
Minnesota
$124K 1,457 +462 +46%
MA
67
MUFG Americas
New York
$117K 1,375 – –
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$106K 1,250 – –
AWM
69
AllSquare Wealth Management
New York
$103K 1,209 -156 -11%
NFG
70
Next Financial Group
Texas
$103K 1,220 – –
BCI
71
Brinker Capital Investments
Pennsylvania
$101K 1,185 +1,185 New
ASN
72
Advisory Services Network
Georgia
$95K 1,111 – –
AIG
73
American International Group
New York
$92.4K 1,085 -5 -0.5%
DSC
74
Duncker Streett & Co
Missouri
$91K 1,070 – –
CWM
75
Cranbrook Wealth Management
Michigan
$91K 1,069 – –
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