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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.03M
2
Wells Fargo
Wells Fargo
California
+$1.78M
3
UBS Group
UBS Group
Switzerland
+$1.58M
4
GIP
Granite Investment Partners
California
+$1.23M
5
MHI
Miller Howard Investments
New York
+$1.07M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$2.43M
2
SG Americas Securities
SG Americas Securities
New York
-$2.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$768K
4
FIG
FundX Investment Group
California
-$694K
5
Jane Street
Jane Street
New York
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
DSC
101
Duncker Streett & Co
Missouri
$98K – – –
CWM
102
Cranbrook Wealth Management
Michigan
$98K – – –
BAM
103
Barrett Asset Management
New York
$97K +$18.5K +400 +24%
CCM
104
Cribstone Capital Management
Maine
$96K +$14.8K +320 +18%
BC
105
Bartlett & Co
Ohio
$95K +$29.1K +630 +44%
LNB
106
Ledyard National Bank
$67K +$45.9K +1,000 +217%
OC
107
Oakworth Capital
Alabama
$66K – – –
ADL
108
Asset Dedication LLC
California
$55K +$55K +1,202 New
FWM
109
Focused Wealth Management
New York
$48K +$92 +2 +0.2%
GWM
110
Geneos Wealth Management
Colorado
$36K – – –
WEC
111
Winslow Evans & Crocker
Massachusetts
$34K +$27.6K +600 +429%
NSIM
112
North Star Investment Management
Illinois
$33K – – –
IA
113
IFP Advisors
Florida
$32K – – –
FANJ
114
Financial Architects (New Jersey)
New Jersey
$31K – – –
CDIA
115
Capital Directions Investment Advisors
Georgia
$17K – – –
TC
116
Trust Company
Kansas
$17K – – –
MCM
117
Manchester Capital Management
Vermont
$15K +$3.87K +82 +35%
PG
118
Patten Group
Tennessee
$12K – – –
ATC
119
Adirondack Trust Company
New York
$9K – – –
ST
120
Smithfield Trust
Pennsylvania
$9K +$364 +8 +4%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$2.46K +56 +97%
HI
122
Hudock Inc
Pennsylvania
$1K +$263 +10 +36%
BSWM
123
Boston Standard Wealth Management
Massachusetts
– -$240K -5,266 Closed
CYG
124
Clean Yield Group
Vermont
– -$9K -200 Closed
CCS
125
Crosspoint Capital Strategies
California
– -$4K -98 Closed
2 3 4
5
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