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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

177 hedge funds and large institutions have $361M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
4.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
59
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$13.4M
2
Brown Advisory
Brown Advisory
Maryland
+$2.53M
3
Jane Street
Jane Street
New York
+$2.43M
4
FEG
Fund Evaluation Group
Ohio
+$1.63M
5
Ameriprise
Ameriprise
Minnesota
+$1.54M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.2M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.93M
3
TF
TIAA FSB
Florida
-$1.11M
4
CWM
Cornerstone Wealth Management
Missouri
-$788K
5
JFA
JNBA Financial Advisors
Minnesota
-$747K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
76
Colony Group
Massachusetts
$585K +$74.6K +1,250 +15%
NAM
77
North American Management
Massachusetts
$582K +$582K +9,756 New
Fifth Third Bancorp
78
Fifth Third Bancorp
Ohio
$565K – – –
SHCM
79
Stokes & Hubbell Capital Management
Louisiana
$554K +$4.78K +80 +0.9%
Citigroup
80
Citigroup
New York
$529K -$38.3K -642 -7%
CCA
81
Cobblestone Capital Advisors
New York
$515K +$515K +8,626 New
CS
82
Credit Suisse
Switzerland
$497K – – –
OFG
83
Oxford Financial Group
Indiana
$477K – – –
LGWM
84
Litman Gregory Wealth Management
California
$459K – – –
SCM
85
Stonehearth Capital Management
Massachusetts
$451K +$26K +436 +6%
PGA
86
Portland Global Advisors
Maine
$409K – – –
PCM
87
Parsons Capital Management
Rhode Island
$406K -$5.97K -100 -1%
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$406K +$406K +6,800 New
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$404K +$16.7K +280 +4%
CIM
90
Cambria Investment Management
California
$396K -$573K -9,612 -59%
FDCC
91
Foster Dykema Cabot & Co
Massachusetts
$364K – – –
FPFS
92
First Personal Financial Services
North Carolina
$356K -$17.9K -300 -5%
RWM
93
Ritholtz Wealth Management
New York
$351K -$836 -14 -0.2%
PA
94
Parallel Advisors
California
$348K – – –
TA
95
Tiedemann Advisors
New York
$348K – – –
SCG
96
Sonata Capital Group
Washington
$346K -$24.5K -410 -7%
SFG
97
SNS Financial Group
Minnesota
$343K – – –
CCFCSB
98
Cape Cod Five Cents Savings Bank
Massachusetts
$328K -$149K -2,494 -31%
WDL
99
Well Done LLC
Michigan
$321K – – –
SMFS
100
Squar Milner Financial Services
California
$316K -$73.9K -1,240 -19%
2 3
4
5 6