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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$29.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
3
Wells Fargo
Wells Fargo
California
$15.2M
4
TF
Tompkins Financial
New York
$1.39M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$698K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.84M
2
TAM
Trillium Asset Management
Massachusetts
$208K
3
Citadel Advisors
Citadel Advisors
Florida
$298K
4
UBS Group
UBS Group
Switzerland
$4.1M
5
LPL Financial
LPL Financial
California
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
76
Signature Estate & Investment Advisors
California
$123K +$7.09K +166 +6%
MA
77
MUFG Americas
New York
$117K – – –
AIG
78
American International Group
New York
$111K +$3.16K +74 +3%
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$110K +$934 +22 +0.9%
AWM
80
AllSquare Wealth Management
New York
$103K – – –
HCP
81
Holt Capital Partners
Texas
$98K +$98K +2,300 New
DSC
82
Duncker Streett & Co
Missouri
$91K – – –
CWM
83
Cranbrook Wealth Management
Michigan
$91K – – –
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$89K -$17K -400 -16%
ACM
85
Argentus Capital Management
Texas
$68K – – –
BAM
86
Barrett Asset Management
New York
$63K +$1.69K +40 +3%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$59K – – –
FWM
88
Focused Wealth Management
New York
$44K – – –
GWM
89
Geneos Wealth Management
Colorado
$34K +$34K +802 New
FANJ
90
Financial Architects (New Jersey)
New Jersey
$29K +$29K +676 New
LNB
91
Ledyard National Bank
$20K – – –
ATC
92
Adirondack Trust Company
New York
$17K +$17K +390 New
NSIM
93
North Star Investment Management
Illinois
$16K – – –
SBL
94
Sargent Bickham Lagudis
Colorado
$16K +$16K +366 New
TC
95
Trust Company
Kansas
$15K – – –
HF
96
Hoxton Financial
West Virginia
$14K – – –
PG
97
Patten Group
Tennessee
$10.6K – – –
IA
98
IFP Advisors
Florida
$10K +$4.25K +74 +74%
CYG
99
Clean Yield Group
Vermont
$9K +$9K +200 New
ST
100
Smithfield Trust
Pennsylvania
$8K – – –
1 2 3
4
5