SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.03M
2
Wells Fargo
Wells Fargo
California
+$1.78M
3
UBS Group
UBS Group
Switzerland
+$1.58M
4
GIP
Granite Investment Partners
California
+$1.23M
5
MHI
Miller Howard Investments
New York
+$1.07M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$2.43M
2
SG Americas Securities
SG Americas Securities
New York
-$2.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$768K
4
FIG
FundX Investment Group
California
-$694K
5
Jane Street
Jane Street
New York
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Greenwich Wealth Management
Connecticut
$253K – – –
CCM
77
Coldstream Capital Management
Washington
$246K +$14.4K +314 +6%
TCOV
78
Trust Company of Vermont
Vermont
$242K +$67.8K +1,478 +39%
PCM
79
Parsons Capital Management
Rhode Island
$238K +$23.3K +506 +11%
MFS
80
MSI Financial Services
Massachusetts
$235K +$19.1K +414 +9%
Citigroup
81
Citigroup
New York
$230K -$5.15K -112 -2%
DWM
82
Dakota Wealth Management
Florida
$226K – – –
CCM
83
Colorado Capital Management
Colorado
$222K +$222K +5,412 New
AWM
84
Affinity Wealth Management
Delaware
$216K +$216K +4,692 New
PA
85
Parallel Advisors
California
$215K +$215K +4,668 New
CWM
86
Cornerstone Wealth Management
Missouri
$214K +$214K +4,602 New
CA
87
Callahan Advisors
Texas
$213K +$1.57K +34 +0.7%
MWM
88
Mission Wealth Management
California
$210K -$4.61K -100 -2%
PCFFS
89
Pacific Center for Financial Services
California
$201K +$201K +4,364 New
DADC
90
D.A. Davidson & Co
Montana
$198K +$2.76K +60 +1%
SEIA
91
Signature Estate & Investment Advisors
California
$174K +$45.4K +984 +35%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$167K – – –
FFW
93
Fusion Family Wealth
New York
$144K +$144K +3,100 New
AG
94
Advisor Group
Arizona
$131K +$18.4K +402 +16%
AC
95
Alexandria Capital
Virginia
$130K -$16.9K -366 -12%
NCM
96
New Capital Management
Texas
$128K +$128K +2,780 New
MA
97
MUFG Americas
New York
$127K – – –
WAM
98
Wealthspire Advisors (Maryland)
Maryland
$121K +$1.01K +22 +0.8%
AWM
99
AllSquare Wealth Management
New York
$111K – – –
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$98K – – –
2 3
4
5 6