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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

84 hedge funds and large institutions have $110M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.84M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$12.5M
5
Northern Trust
5
Northern Trust
Illinois
$1.24M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
76
North Star Investment Management
Illinois
$31K 398 – –
LNB
77
Ledyard National Bank
$18K 230 – –
HF
78
Hoxton Financial
West Virginia
$13K 163 – –
PG
79
Patten Group
Tennessee
$9.85K 125 – –
ST
80
Smithfield Trust
Pennsylvania
$7K 95 – –
SIG
81
Stanford Investment Group
California
$4K 45 – –
FAM
82
Formidable Asset Management
Ohio
$3K 50 – –
HF
83
HRT Financial
New York
– – -35,289 Closed
RJA
84
Raymond James & Associates
Florida
– – -14,035 Closed
Citadel Advisors
85
Citadel Advisors
Florida
– – -10,427 Closed
Comerica Bank
86
Comerica Bank
Texas
– – -5,200 Closed
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
– – -2,862 Closed
Truist Financial
88
Truist Financial
North Carolina
– – -2,712 Closed
MWM
89
Mission Wealth Management
California
– – -2,590 Closed
DWM
90
Dakota Wealth Management
Florida
– – -2,459 Closed
FANJ
91
Financial Architects (New Jersey)
New Jersey
– – -2,398 Closed
BSWM
92
Boston Standard Wealth Management
Massachusetts
– – -2,369 Closed
ASN
93
Advisory Services Network
Georgia
– – -1,111 Closed
SCA
94
Strategic Capital Alternatives
United States
– – -800 Closed
BJ
95
Brouwer & Janachowski
California
– – -625 Closed
FCCM
96
First City Capital Management
Georgia
– – -555 Closed
GT
97
Glenmede Trust
Pennsylvania
$0 10 -175 -95%
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$0 1 – –
1 2 3
4