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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Trillium Asset Management
Massachusetts
$7.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$576K
2
Northern Trust
2
Northern Trust
Illinois
$521K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.8M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
51
Litman Gregory Wealth Management
California
$294K +$294K +7,050 New
TCOV
52
Trust Company of Vermont
Vermont
$289K -$418 -10 -0.1%
SCG
53
Sonata Capital Group
Washington
$275K – – –
GAM
54
Gould Asset Management
California
$270K – – –
CAG
55
Crestwood Advisors Group
Massachusetts
$252K -$132K -3,162 -34%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$250K -$79.2K -1,900 -24%
BOS
57
Bingham Osborn & Scarborough
California
$237K – – –
LTFS
58
Ladenburg Thalmann Financial Services
Florida
$219K +$159K +3,808 +263%
Stifel Financial
59
Stifel Financial
Missouri
$215K -$80.9K -1,936 -27%
Citigroup
60
Citigroup
New York
$212K -$11K -262 -5%
DWM
61
Dakota Wealth Management
Florida
$205K +$205K +4,918 New
DADC
62
D.A. Davidson & Co
Montana
$175K – – –
JFA
63
JNBA Financial Advisors
Minnesota
$165K +$49.4K +1,184 +43%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$152K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$146K -$6.17K -148 -4%
AC
66
Alexandria Capital
Virginia
$133K – – –
HA
67
Harfst & Associates
Wyoming
$125K – – –
MA
68
MUFG Americas
New York
$115K – – –
SEIA
69
Signature Estate & Investment Advisors
California
$113K +$4.33K +104 +4%
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$107K +$107K +2,570 New
AIG
71
American International Group
New York
$105K +$8.33K +200 +9%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$104K – – –
AWM
73
AllSquare Wealth Management
New York
$101K – – –
DSC
74
Duncker Streett & Co
Missouri
$89K – – –
CWM
75
Cranbrook Wealth Management
Michigan
$89K – – –
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