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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

154 hedge funds and large institutions have $269M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
55
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$12.7M
2
M&T Bank
2
M&T Bank
New York
$2.94M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.43M
4
BC
4
Bartlett & Co
Ohio
$1.46M
5
CA
5
Cetera Advisors
Colorado
$3.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
ACM
5
Avalon Capital Management
California
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
76
Stonehearth Capital Management
Massachusetts
$371K +$86.4K +1,554 +30%
FDCC
77
Foster Dykema Cabot & Co
Massachusetts
$370K – – –
RP
78
Riverbridge Partners
Minnesota
$369K +$369K +6,646 New
RWM
79
Ritholtz Wealth Management
New York
$368K +$129K +2,312 +54%
PCM
80
Parsons Capital Management
Rhode Island
$351K +$28.7K +518 +9%
SCG
81
Sonata Capital Group
Washington
$345K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$327K +$321K +5,788 +5,359%
SFG
83
SNS Financial Group
Minnesota
$319K – – –
SAS
84
Sage Advisory Services
Texas
$316K – – –
GWM
85
Greenwich Wealth Management
Connecticut
$305K – – –
BOS
86
Bingham Osborn & Scarborough
California
$299K – – –
WIM
87
Westside Investment Management
California
$283K +$30.7K +538 +12%
TCOV
88
Trust Company of Vermont
Vermont
$278K -$556 -10 -0.2%
NAM
89
North American Management
Massachusetts
$270K – – –
MML Investors Services
90
MML Investors Services
Massachusetts
$269K +$269K +4,838 New
PAG
91
Private Advisor Group
New Jersey
$259K -$233K -4,084 -47%
RC
92
RegentAtlantic Capital
New Jersey
$257K – – –
DADC
93
D.A. Davidson & Co
Montana
$240K -$10.7K -192 -4%
MFS
94
McNamara Financial Services
Massachusetts
$238K – – –
CA
95
Callahan Advisors
Texas
$237K +$12.2K +220 +5%
SWP
96
Stratos Wealth Partners
Ohio
$223K +$7.76K +140 +4%
SEIA
97
Signature Estate & Investment Advisors
California
$222K – – –
CCM
98
Colorado Capital Management
Colorado
$220K – – –
EDRIA
99
Edmonds Duncan Registered Investment Advisors
Kansas
$218K +$218K +3,934 New
PMG
100
ProVise Management Group
Florida
$215K +$776 +14 +0.4%
2 3
4
5 6