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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

169 hedge funds and large institutions have $273M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
55
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$3M
2
Jane Street
Jane Street
New York
+$2.1M
3
MWM
Mission Wealth Management
California
+$1.67M
4
Stifel Financial
Stifel Financial
Missouri
+$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
HPWM
Highland Private Wealth Management
Washington
-$5.04M
2
Ameriprise
Ameriprise
Minnesota
-$4.59M
3
ACM
Avalon Capital Management
California
-$2.83M
4
CA
Cetera Advisors
Colorado
-$2.8M
5
Bank of America
Bank of America
North Carolina
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Commerce Bank
Missouri
$877K -$1.66K -30 -0.2%
US Bancorp
52
US Bancorp
Minnesota
$812K -$59.9K -1,080 -7%
SGAM
53
Steinberg Global Asset Management
Florida
$752K +$253K +4,570 +51%
UCFA
54
United Capital Financial Advisors
Texas
$749K -$170K -3,066 -18%
PBO
55
Peoples Bank (Ohio)
Ohio
$743K -$29.5K -532 -4%
APP
56
Avantax Planning Partners
Iowa
$732K – – –
JFA
57
JNBA Financial Advisors
Minnesota
$717K +$157K +2,826 +28%
BAAM
58
Baker Avenue Asset Management
California
$670K -$42.1K -760 -6%
GT
59
Glenview Trust
Kentucky
$652K – – –
Truist Financial
60
Truist Financial
North Carolina
$650K -$640K -11,552 -50%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$646K -$18K -324 -3%
CG
62
Colony Group
Massachusetts
$558K -$8.88K -160 -2%
CAN
63
Cetera Advisor Networks
California
$554K +$111 +2 +0%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$524K +$34K +614 +7%
RFC
65
Regions Financial Corp
Alabama
$516K – – –
CWM
66
Cornerstone Wealth Management
Missouri
$474K +$122K +2,274 +35%
CS
67
Credit Suisse
Switzerland
$462K – – –
CCFCSB
68
Cape Cod Five Cents Savings Bank
Massachusetts
$460K -$12.2K -220 -3%
PAG
69
Private Advisor Group
New Jersey
$457K +$206K +3,712 +82%
NP
70
NorthRock Partners
Minnesota
$436K +$1.11K +20 +0.3%
Citigroup
71
Citigroup
New York
$434K +$35.8K +644 +9%
LGWM
72
Litman Gregory Wealth Management
California
$427K +$101K +1,822 +31%
MML Investors Services
73
MML Investors Services
Massachusetts
$427K +$159K +2,860 +59%
SCM
74
Stonehearth Capital Management
Massachusetts
$402K +$31.8K +574 +9%
EVM
75
Eaton Vance Management
Massachusetts
$402K +$201K +3,630 +100%
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