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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
50
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.16M
2
Jane Street
Jane Street
New York
+$3.42M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.71M
4
Wells Fargo
Wells Fargo
California
+$2.57M
5
Ameriprise
Ameriprise
Minnesota
+$1.63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.43M
2
SB
Suntrust Banks
Georgia
-$4.91M
3
MHI
Miller Howard Investments
New York
-$1.72M
4
GIP
Granite Investment Partners
California
-$1.23M
5
DIA
Dana Investment Advisors
Wisconsin
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Glenview Trust
Kentucky
$578K – – –
FAAS
52
First Allied Advisory Services
California
$572K +$71.7K +1,460 +14%
CA
53
Cetera Advisors
Colorado
$568K -$201K -4,080 -26%
CCFCSB
54
Cape Cod Five Cents Savings Bank
Massachusetts
$484K +$155K +3,152 +47%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$473K +$18.7K +380 +4%
RFC
56
Regions Financial Corp
Alabama
$460K -$3.83K -78 -0.8%
FPFS
57
First Personal Financial Services
North Carolina
$431K -$5.5K -112 -1%
FDCC
58
Foster Dykema Cabot & Co
Massachusetts
$403K +$30K +610 +8%
Stifel Financial
59
Stifel Financial
Missouri
$370K +$27K +552 +8%
PGA
60
Portland Global Advisors
Maine
$359K -$22.2K -452 -6%
CCM
61
Coldstream Capital Management
Washington
$356K +$93.3K +1,902 +36%
JFA
62
JNBA Financial Advisors
Minnesota
$341K – – –
PA
63
Parallel Advisors
California
$332K +$99.6K +2,000 +43%
Citadel Advisors
64
Citadel Advisors
Florida
$331K +$331K +6,744 New
CWM
65
Concert Wealth Management
California
$327K – – –
CWM
66
Cornerstone Wealth Management
Missouri
$319K +$94.1K +1,926 +42%
SGAM
67
Steinberg Global Asset Management
Florida
$318K -$34.9K -710 -10%
GAM
68
Gould Asset Management
California
$318K – – –
SCG
69
Sonata Capital Group
Washington
$317K – – –
MHI
70
Miller Howard Investments
New York
$300K -$1.72M -34,934 -85%
TAM
71
Trillium Asset Management
Massachusetts
$291K +$291K +5,926 New
NP
72
NorthRock Partners
Minnesota
$289K +$1.47K +30 +0.5%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$284K -$207K -4,210 -42%
SFG
74
SNS Financial Group
Minnesota
$282K +$282K +5,750 New
PCM
75
Parsons Capital Management
Rhode Island
$273K +$18.4K +374 +7%
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