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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

70 hedge funds and large institutions have $93.4M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.18M
2
U
2
UBS
Switzerland
$4.96M
3
BAAM
3
Baker Avenue Asset Management
California
$489K
4
Bessemer Group
4
Bessemer Group
New Jersey
$488K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$400K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$388K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BJ
76
Brouwer & Janachowski
California
– – -1,495 Closed
PWAG
77
Polaris Wealth Advisory Group
California
– – -970 Closed
LWCFA
78
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -300 Closed
TRCT
79
Tower Research Capital (TRC)
New York
– – – –
1 2 3
4