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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

91 hedge funds and large institutions have $114M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
HRT Financial
New York
$3M
2
RJA
2
Raymond James & Associates
Florida
$1.2M
3
MAA
3
Managed Account Advisors
New Jersey
$1.04M
4
Citadel Advisors
4
Citadel Advisors
Florida
$887K
5
Bank of America
5
Bank of America
North Carolina
$17.4M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
BUB
3
BBVA USA Bancshares
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$241K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Strategic Capital Alternatives
United States
$68K 800 +800 New
BAM
77
Barrett Asset Management
New York
$57K 675 +40 +6%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$55K 650 -788 -55%
BJ
79
Brouwer & Janachowski
California
$53K 625 +625 New
FCCM
80
First City Capital Management
Georgia
$47.2K 555 – –
FWM
81
Focused Wealth Management
New York
$44K 520 – –
GWA
82
Genesis Wealth Advisors
Massachusetts
$36.2K 425 – –
NSIM
83
North Star Investment Management
Illinois
$34K 398 +198 +99%
LNB
84
Ledyard National Bank
$20K 230 +115 +100%
GT
85
Glenmede Trust
Pennsylvania
$15K 185 +185 New
HF
86
Hoxton Financial
West Virginia
$14K 163 – –
PG
87
Patten Group
Tennessee
$10.6K 125 +125 New
ST
88
Smithfield Trust
Pennsylvania
$8K 95 – –
SIG
89
Stanford Investment Group
California
$4K 45 – –
FAM
90
Formidable Asset Management
Ohio
$4K 50 – –
Creative Planning
91
Creative Planning
Kansas
– – -6,869 Closed
Jane Street
92
Jane Street
New York
– – -5,088 Closed
BUB
93
BBVA USA Bancshares
Texas
– – -5,000 Closed
PCM
94
Parsons Capital Management
Rhode Island
– – -2,105 Closed
PSI
95
Pinnacle Summer Investments
Virginia
– – -1,302 Closed
PIM
96
Parasol Investment Management
Illinois
– – -437 Closed
ONB
97
Old National Bancorp
Indiana
– – -205 Closed
CYG
98
Clean Yield Group
Vermont
– – -170 Closed
Parallax Volatility Advisers
99
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4