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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.4M
2
Wells Fargo
Wells Fargo
California
+$8.36M
3
RJA
Raymond James & Associates
Florida
+$5.49M
4
DIA
Dana Investment Advisors
Wisconsin
+$3.96M
5
GIP
Granite Investment Partners
California
+$3.13M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$44.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.55M
4
Jane Street
Jane Street
New York
-$1.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
51
Gould Asset Management
California
$1.03M -$69.6K -1,350 -6%
AI
52
Accredited Investors
Minnesota
$969K -$49.2K -954 -5%
FIG
53
FundX Investment Group
California
$964K – – –
SFSG
54
Stearns Financial Services Group
North Carolina
$945K +$260K +5,042 +38%
EWM
55
Evercore Wealth Management
New York
$944K – – –
CB
56
Commerce Bank
Missouri
$925K +$108K +2,100 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$881K -$104K -2,014 -11%
Jane Street
58
Jane Street
New York
$878K -$1.22M -23,748 -58%
William Blair & Company
59
William Blair & Company
Illinois
$850K – – –
Stifel Financial
60
Stifel Financial
Missouri
$843K -$1.21M -23,542 -59%
MML Investors Services
61
MML Investors Services
Massachusetts
$833K -$21.6K -418 -3%
WF
62
WealthTrust Fairport
Ohio
$819K +$255K +4,940 +45%
PAG
63
Private Advisor Group
New Jersey
$776K +$90.3K +1,752 +13%
Truist Financial
64
Truist Financial
North Carolina
$767K +$19.4K +376 +3%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$747K +$36.3K +704 +5%
UCFA
66
United Capital Financial Advisors
Texas
$721K +$19.1K +370 +3%
US Bancorp
67
US Bancorp
Minnesota
$681K -$6.71K -130 -1%
APP
68
Avantax Planning Partners
Iowa
$681K – – –
IFAM
69
Institutional & Family Asset Management
Colorado
$670K -$158K -3,064 -19%
CCM
70
Coldstream Capital Management
Washington
$654K +$62.7K +1,216 +11%
GT
71
Glenview Trust
Kentucky
$607K – – –
PBO
72
Peoples Bank (Ohio)
Ohio
$585K – – –
BAAM
73
Baker Avenue Asset Management
California
$583K +$8.05K +156 +1%
NP
74
NorthRock Partners
Minnesota
$581K +$41.3K +800 +8%
RFC
75
Regions Financial Corp
Alabama
$574K +$35.1K +680 +7%
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