SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
38
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$3.18M
5
PWM
5
Patriot Wealth Management
Texas
$2.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.2M
2
Jane Street
2
Jane Street
New York
$792K
3
SB
3
Suntrust Banks
Georgia
$9.74M
4
BAAM
4
Baker Avenue Asset Management
California
$1.35M
5
MHI
5
Miller Howard Investments
New York
$809K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$193K 2,122 +21 +1%
TCOV
77
Trust Company of Vermont
Vermont
$172K 1,898 – –
BFEC
78
Benjamin F. Edwards & Company
Missouri
$166K 1,820 – –
AC
79
Alexandria Capital
Virginia
$145K 1,591 – –
SEIA
80
Signature Estate & Investment Advisors
California
$127K 1,394 +2 +0.1%
MA
81
MUFG Americas
New York
$125K 1,375 – –
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$118K 1,301 – –
AG
83
Advisor Group
Arizona
$111K 1,229 +93 +8%
AWM
84
AllSquare Wealth Management
New York
$110K 1,209 – –
DSC
85
Duncker Streett & Co
Missouri
$97K 1,070 – –
CWM
86
Cranbrook Wealth Management
Michigan
$97K 1,069 – –
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$95K 1,050 – –
CCM
88
Cribstone Capital Management
Maine
$78K 876 -100 -10%
BAM
89
Barrett Asset Management
New York
$77K 850 +80 +10%
CWM
90
Concert Wealth Management
California
$77K 856 +856 New
OC
91
Oakworth Capital
Alabama
$66K 723 – –
BC
92
Bartlett & Co
Ohio
$65K 715 +220 +44%
FWM
93
Focused Wealth Management
New York
$47K 520 -1 -0.2%
GWM
94
Geneos Wealth Management
Colorado
$36K 401 – –
NSIM
95
North Star Investment Management
Illinois
$33K 363 +175 +93%
IA
96
IFP Advisors
Florida
$32K 353 – –
FANJ
97
Financial Architects (New Jersey)
New Jersey
$31K 338 – –
LNB
98
Ledyard National Bank
$21K 230 – –
CDIA
99
Capital Directions Investment Advisors
Georgia
$17K 187 – –
TC
100
Trust Company
Kansas
$16K 180 – –
1 2 3
4
5