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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

169 hedge funds and large institutions have $273M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
55
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$3M
2
Jane Street
Jane Street
New York
+$2.1M
3
MWM
Mission Wealth Management
California
+$1.67M
4
Stifel Financial
Stifel Financial
Missouri
+$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
HPWM
Highland Private Wealth Management
Washington
-$5.04M
2
Ameriprise
Ameriprise
Minnesota
-$4.59M
3
ACM
Avalon Capital Management
California
-$2.83M
4
CA
Cetera Advisors
Colorado
-$2.8M
5
Bank of America
Bank of America
North Carolina
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHCM
76
Stokes & Hubbell Capital Management
Louisiana
$399K +$399K +7,200 New
FPFS
77
First Personal Financial Services
North Carolina
$397K -$76.7K -1,386 -16%
PA
78
Parallel Advisors
California
$395K +$2.22K +40 +0.6%
PCM
79
Parsons Capital Management
Rhode Island
$385K +$34.4K +620 +10%
PGA
80
Portland Global Advisors
Maine
$380K -$24.4K -440 -6%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$378K -$124K -2,238 -25%
CCM
82
Coldstream Capital Management
Washington
$377K +$665 +12 +0.2%
FDCC
83
Foster Dykema Cabot & Co
Massachusetts
$368K -$1.66K -30 -0.5%
SMFS
84
Squar Milner Financial Services
California
$362K – – –
SCG
85
Sonata Capital Group
Washington
$344K – – –
SFG
86
SNS Financial Group
Minnesota
$319K – – –
WIM
87
Westside Investment Management
California
$305K +$38.8K +722 +15%
GWM
88
Greenwich Wealth Management
Connecticut
$304K – – –
WDL
89
Well Done LLC
Michigan
$299K +$299K +5,386 New
BOS
90
Bingham Osborn & Scarborough
California
$298K – – –
SAS
91
Sage Advisory Services
Texas
$296K -$17.8K -322 -6%
RWM
92
Ritholtz Wealth Management
New York
$293K -$74.4K -1,340 -20%
WF
93
WealthTrust Fairport
Ohio
$292K +$292K +5,268 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$280K +$280K +5,050 New
TCOV
95
Trust Company of Vermont
Vermont
$276K -$886 -16 -0.3%
CA
96
Cetera Advisors
Colorado
$264K -$2.8M -50,170 -91%
RC
97
RegentAtlantic Capital
New Jersey
$257K – – –
MGIA
98
Moneta Group Investment Advisors
Missouri
$244K +$145K +2,620 +147%
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
$236K +$236K +4,256 New
DADC
100
D.A. Davidson & Co
Montana
$235K -$3.99K -72 -2%
2 3
4
5 6