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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Trillium Asset Management
Massachusetts
$7.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$576K
2
Northern Trust
2
Northern Trust
Illinois
$521K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.8M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
76
Argentus Capital Management
Texas
$67K – – –
PSI
77
Pinnacle Summer Investments
Virginia
$61K -$48.2K -1,150 -44%
BAM
78
Barrett Asset Management
New York
$60K +$4.14K +100 +7%
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$57K +$57K +1,378 New
FWM
80
Focused Wealth Management
New York
$43K – – –
LNB
81
Ledyard National Bank
$19K – – –
NSIM
82
North Star Investment Management
Illinois
$16K -$17.9K -420 -53%
TC
83
Trust Company
Kansas
$15K -$25K -600 -63%
HF
84
Hoxton Financial
West Virginia
$14K – – –
PG
85
Patten Group
Tennessee
$10.4K – – –
ST
86
Smithfield Trust
Pennsylvania
$8K – – –
FAM
87
Formidable Asset Management
Ohio
$4K – – –
SIG
88
Stanford Investment Group
California
$4K – – –
IA
89
IFP Advisors
Florida
$4K +$4K +100 New
MCM
90
Manchester Capital Management
Vermont
$3K +$3K +70 New
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2 +$2 +58 New
HCP
92
Holt Capital Partners
Texas
– -$91K -2,300 Closed
BCI
93
Brinker Capital Investments
Pennsylvania
– -$66K -1,664 Closed
NFG
94
Next Financial Group
Texas
– -$40K -1,040 Closed
MGIA
95
Moneta Group Investment Advisors
Missouri
– -$32K -800 Closed
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