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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

154 hedge funds and large institutions have $269M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
55
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$12.7M
2
M&T Bank
M&T Bank
New York
$2.94M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.43M
4
BC
Bartlett & Co
Ohio
$1.46M
5
CA
Cetera Advisors
Colorado
$3.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$54.2M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
TSS
Two Sigma Securities
New York
$0
4
Jane Street
Jane Street
New York
$0
5
ACM
Avalon Capital Management
California
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Mission Wealth Management
California
$730K +$383K +6,900 +111%
BAAM
52
Baker Avenue Asset Management
California
$714K +$53.2K +958 +8%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$665K +$18K +324 +3%
GT
54
Glenview Trust
Kentucky
$654K – – –
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$580K -$559K -10,058 -49%
CG
56
Colony Group
Massachusetts
$568K -$52.2K -940 -8%
JFA
57
JNBA Financial Advisors
Minnesota
$561K +$66.3K +1,194 +13%
Betterment LLC
58
Betterment LLC
New York
$558K +$34.5K +622 +7%
CAN
59
Cetera Advisor Networks
California
$554K -$208K -3,736 -27%
RFC
60
Regions Financial Corp
Alabama
$517K – – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$503K -$298K -5,358 -37%
SGAM
62
Steinberg Global Asset Management
Florida
$499K +$140K +2,530 +39%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$491K – – –
FPFS
64
First Personal Financial Services
North Carolina
$475K – – –
CCFCSB
65
Cape Cod Five Cents Savings Bank
Massachusetts
$473K -$20.2K -364 -4%
CS
66
Credit Suisse
Switzerland
$462K +$462K +8,328 New
Stifel Financial
67
Stifel Financial
Missouri
$449K -$2.21K -40 -0.5%
NP
68
NorthRock Partners
Minnesota
$435K +$108K +1,940 +33%
PGA
69
Portland Global Advisors
Maine
$405K – – –
Citigroup
70
Citigroup
New York
$398K +$19.4K +350 +5%
PA
71
Parallel Advisors
California
$394K +$9.9K +178 +3%
SMFS
72
Squar Milner Financial Services
California
$387K +$387K +6,540 New
CCM
73
Coldstream Capital Management
Washington
$377K +$999 +18 +0.3%
CWM
74
Cornerstone Wealth Management
Missouri
$376K -$96.2K -1,680 -20%
DIA
75
Dana Investment Advisors
Wisconsin
$375K +$375K +6,760 New
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