SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
38
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$3.18M
5
PWM
5
Patriot Wealth Management
Texas
$2.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.2M
2
Jane Street
2
Jane Street
New York
$792K
3
SB
3
Suntrust Banks
Georgia
$9.74M
4
BAAM
4
Baker Avenue Asset Management
California
$1.35M
5
MHI
5
Miller Howard Investments
New York
$809K
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$401K 4,408 -4,408 -50%
FAAS
52
First Allied Advisory Services
California
$370K 4,063 -400 -9%
FDCC
53
Foster Dykema Cabot & Co
Massachusetts
$361K 3,965 – –
PGA
54
Portland Global Advisors
Maine
$352K 3,875 – –
PAG
55
Private Advisor Group
New Jersey
$331K 3,684 +353 +11%
SGAM
56
Steinberg Global Asset Management
Florida
$326K 3,587 – –
VWM
57
Vector Wealth Management
Minnesota
$309K 3,400 +800 +31%
GAM
58
Gould Asset Management
California
$294K 3,235 – –
SCG
59
Sonata Capital Group
Washington
$294K 3,230 – –
CCFCSB
60
Cape Cod Five Cents Savings Bank
Massachusetts
$289K 3,176 -497 -14%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$277K 3,049 +2,360 +343%
CAG
62
Crestwood Advisors Group
Massachusetts
$272K 2,995 – –
Stifel Financial
63
Stifel Financial
Missouri
$267K 2,931 +356 +14%
NP
64
NorthRock Partners
Minnesota
$266K 2,930 +2,930 New
Goldman Sachs
65
Goldman Sachs
New York
$253K 2,782 +2,782 New
BOS
66
Bingham Osborn & Scarborough
California
$250K 2,751 – –
GWM
67
Greenwich Wealth Management
Connecticut
$250K 2,745 +2,745 New
BSWM
68
Boston Standard Wealth Management
Massachusetts
$240K 2,633 – –
Citigroup
69
Citigroup
New York
$233K 2,559 +29 +1%
CCM
70
Coldstream Capital Management
Washington
$229K 2,519 +7 +0.3%
DWM
71
Dakota Wealth Management
Florida
$224K 2,459 – –
MFS
72
MSI Financial Services
Massachusetts
$213K 2,342 -1,528 -39%
PCM
73
Parsons Capital Management
Rhode Island
$212K 2,334 -207 -8%
MWM
74
Mission Wealth Management
California
$212K 2,330 – –
CA
75
Callahan Advisors
Texas
$209K 2,293 -100 -4%
1 2
3
4 5