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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Ameriprise
2
Ameriprise
Minnesota
$16.2M
3
Jane Street
3
Jane Street
New York
$3.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
RJA
2
Raymond James & Associates
Florida
$7.26M
3
DIA
3
Dana Investment Advisors
Wisconsin
$0
4
GIP
4
Granite Investment Partners
California
$0
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$1.11M 9,390 -5,990 -39%
PAG
52
Private Advisor Group
New Jersey
$1.09M 9,225 +1,697 +23%
CB
53
Commerce Bank
Missouri
$1.06M 8,960 – –
MML Investors Services
54
MML Investors Services
Massachusetts
$1M 8,491 +418 +5%
FHA
55
Flagship Harbor Advisors
Massachusetts
$994K 8,409 -2,612 -24%
HighTower Advisors
56
HighTower Advisors
Illinois
$990K 8,352 -203 -2%
William Blair & Company
57
William Blair & Company
Illinois
$975K 8,245 – –
WF
58
WealthTrust Fairport
Ohio
$975K 8,245 +303 +4%
FIG
59
FundX Investment Group
California
$965K 8,162 -1,180 -13%
SFSG
60
Stearns Financial Services Group
North Carolina
$960K 8,122 -1,040 -11%
AWS
61
AJ Wealth Strategies
New York
$936K 7,912 +3,882 +96%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$926K 7,833 +593 +8%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$899K 7,605 +5,549 +270%
HB
64
Homrich & Berg
Georgia
$885K 7,488 +5,417 +262%
Truist Financial
65
Truist Financial
North Carolina
$879K 7,437 +10 +0.1%
UCFA
66
United Capital Financial Advisors
Texas
$835K 7,061 +75 +1%
APP
67
Avantax Planning Partners
Iowa
$780K 6,600 – –
US Bancorp
68
US Bancorp
Minnesota
$780K 6,600 – –
Stifel Financial
69
Stifel Financial
Missouri
$771K 6,516 -1,657 -20%
CCM
70
Coldstream Capital Management
Washington
$751K 6,350 +8 +0.1%
IFAM
71
Institutional & Family Asset Management
Colorado
$707K 5,980 -519 -8%
GT
72
Glenview Trust
Kentucky
$696K 5,886 – –
NP
73
NorthRock Partners
Minnesota
$675K 5,715 +90 +2%
PBO
74
Peoples Bank (Ohio)
Ohio
$671K 5,675 – –
EFSCE
75
Enterprise Financial Services Corp (EFSC)
Missouri
$669K 5,660 +5,660 New
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3
4 5