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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
50
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.16M
2
Jane Street
Jane Street
New York
+$3.42M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.71M
4
Wells Fargo
Wells Fargo
California
+$2.57M
5
Ameriprise
Ameriprise
Minnesota
+$1.63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.43M
2
SB
Suntrust Banks
Georgia
-$4.91M
3
MHI
Miller Howard Investments
New York
-$1.72M
4
GIP
Granite Investment Partners
California
-$1.23M
5
DIA
Dana Investment Advisors
Wisconsin
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
76
Bingham Osborn & Scarborough
California
$270K – – –
GWM
77
Greenwich Wealth Management
Connecticut
$270K – – –
PAG
78
Private Advisor Group
New Jersey
$266K -$34.8K -714 -12%
TCOV
79
Trust Company of Vermont
Vermont
$265K +$5.99K +122 +2%
BC
80
Bartlett & Co
Ohio
$253K +$152K +3,090 +150%
Citigroup
81
Citigroup
New York
$244K -$2.56K -52 -1%
DWM
82
Dakota Wealth Management
Florida
$242K – – –
CCM
83
Colorado Capital Management
Colorado
$235K – – –
CAG
84
Crestwood Advisors Group
Massachusetts
$231K -$66.5K -1,330 -22%
AWM
85
Affinity Wealth Management
Delaware
$230K – – –
RC
86
RegentAtlantic Capital
New Jersey
$228K +$228K +4,636 New
MWM
87
Mission Wealth Management
California
$224K – – –
CG
88
Colony Group
Massachusetts
$219K +$219K +4,460 New
DADC
89
D.A. Davidson & Co
Montana
$216K +$5.48K +112 +3%
CA
90
Callahan Advisors
Texas
$214K -$13.3K -270 -6%
MFS
91
McNamara Financial Services
Massachusetts
$213K +$213K +4,326 New
SEIA
92
Signature Estate & Investment Advisors
California
$209K +$23.9K +486 +13%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$201K -$297K -6,050 -60%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$179K – – –
GWM
95
Geneos Wealth Management
Colorado
$176K +$137K +2,800 +349%
FFW
96
Fusion Family Wealth
New York
$152K – – –
PCFFS
97
Pacific Center for Financial Services
California
$141K -$72.7K -1,484 -34%
AC
98
Alexandria Capital
Virginia
$138K – – –
NCM
99
New Capital Management
Texas
$137K – – –
MA
100
MUFG Americas
New York
$135K – – –
2 3
4
5 6