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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

84 hedge funds and large institutions have $110M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.84M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$12.5M
5
Northern Trust
5
Northern Trust
Illinois
$1.24M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$210K 2,666 +50 +2%
DADC
52
D.A. Davidson & Co
Montana
$165K 2,101 -6 -0.3%
MFS
53
MSI Financial Services
Massachusetts
$159K 2,023 – –
WEC
54
Winslow Evans & Crocker
Massachusetts
$144K 1,830 – –
BFEC
55
Benjamin F. Edwards & Company
Missouri
$143K 1,820 – –
AC
56
Alexandria Capital
Virginia
$125K 1,591 – –
HA
57
Harfst & Associates
Wyoming
$118K 1,500 – –
JFA
58
JNBA Financial Advisors
Minnesota
$109K 1,386 -71 -5%
MA
59
MUFG Americas
New York
$108K 1,375 – –
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$104K 1,250 – –
PSI
61
Pinnacle Summer Investments
Virginia
$103K 1,302 +1,302 New
SEIA
62
Signature Estate & Investment Advisors
California
$103K 1,305 +1,305 New
AWM
63
AllSquare Wealth Management
New York
$95K 1,209 – –
AIG
64
American International Group
New York
$91K 1,161 +76 +7%
HCP
65
Holt Capital Partners
Texas
$91K 1,150 +1,150 New
DSC
66
Duncker Streett & Co
Missouri
$84K 1,070 – –
CWM
67
Cranbrook Wealth Management
Michigan
$84K 1,069 – –
BCI
68
Brinker Capital Investments
Pennsylvania
$66K 832 -353 -30%
ACM
69
Argentus Capital Management
Texas
$63K 800 +800 New
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$58K 725 +75 +12%
BAM
71
Barrett Asset Management
New York
$53K 675 – –
FWM
72
Focused Wealth Management
New York
$41K 520 – –
NFG
73
Next Financial Group
Texas
$40K 520 -700 -57%
TC
74
Trust Company
Kansas
$38K 480 +480 New
MGIA
75
Moneta Group Investment Advisors
Missouri
$32K 400 +400 New
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3
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