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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$74.2M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$5.43M
3
SB
Suntrust Banks
Georgia
$8.23M
4
TSS
Two Sigma Securities
New York
$2.6M
5
Goldman Sachs
Goldman Sachs
New York
$3.32M

Top Sellers

1
Jane Street
Jane Street
New York
$1.58M
2
VF
Virtu Financial
New York
$0
3
SG Americas Securities
SG Americas Securities
New York
$398K
4
FAAS
First Allied Advisory Services
California
$0
5
CAN
Cetera Advisor Networks
California
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mission Wealth Management
California
$326K +$87.8K +1,680 +37%
SCG
77
Sonata Capital Group
Washington
$324K -$13K -250 -4%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$309K -$16.2K -310 -5%
NP
79
NorthRock Partners
Minnesota
$308K +$522 +10 +0.2%
LGWM
80
Litman Gregory Wealth Management
California
$307K – – –
PCM
81
Parsons Capital Management
Rhode Island
$304K +$13.6K +260 +5%
SFG
82
SNS Financial Group
Minnesota
$300K – – –
SAS
83
Sage Advisory Services
Texas
$297K +$297K +5,688 New
GWM
84
Greenwich Wealth Management
Connecticut
$287K – – –
BOS
85
Bingham Osborn & Scarborough
California
$281K – – –
MHI
86
Miller Howard Investments
New York
$268K -$9.52K -182 -3%
SCM
87
Stonehearth Capital Management
Massachusetts
$267K +$267K +5,118 New
TCOV
88
Trust Company of Vermont
Vermont
$262K -$4.5K -86 -2%
NAM
89
North American Management
Massachusetts
$254K – – –
AWM
90
Affinity Wealth Management
Delaware
$245K – – –
RC
91
RegentAtlantic Capital
New Jersey
$242K – – –
DADC
92
D.A. Davidson & Co
Montana
$235K -$834 -16 -0.4%
WIM
93
Westside Investment Management
California
$233K +$49.9K +944 +27%
RWM
94
Ritholtz Wealth Management
New York
$225K +$225K +4,308 New
MFS
95
McNamara Financial Services
Massachusetts
$224K – – –
CA
96
Callahan Advisors
Texas
$212K -$15.7K -300 -7%
SEIA
97
Signature Estate & Investment Advisors
California
$209K +$19.5K +374 +10%
CCM
98
Colorado Capital Management
Colorado
$208K -$22.4K -484 -10%
SWP
99
Stratos Wealth Partners
Ohio
$203K +$203K +3,884 New
PMG
100
ProVise Management Group
Florida
$202K +$202K +3,864 New
2 3
4
5 6