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

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.58M
2
VF
2
Virtu Financial
New York
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$398K
4
FAAS
4
First Allied Advisory Services
California
$0
5
CAN
5
Cetera Advisor Networks
California
$716K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
101
Benjamin F. Edwards & Company
Missouri
$190K – – –
FFW
102
Fusion Family Wealth
New York
$162K – – –
AC
103
Alexandria Capital
Virginia
$147K – – –
NCM
104
New Capital Management
Texas
$145K – – –
MA
105
MUFG Americas
New York
$144K – – –
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K – – –
OC
107
Oakworth Capital
Alabama
$127K – – –
CCM
108
Cribstone Capital Management
Maine
$126K – – –
AWM
109
AllSquare Wealth Management
New York
$126K +$126K +2,418 New
BCI
110
Brinker Capital Investments
Pennsylvania
$113K – – –
CWM
111
Cranbrook Wealth Management
Michigan
$112K – – –
GWM
112
Geneos Wealth Management
Colorado
$109K – – –
BWA
113
BDO Wealth Advisors
Florida
$105K +$105K +2,000 New
WAM
114
Watermark Asset Management
California
$99K +$313 +6 +0.3%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$96K – – –
PCFFS
116
Pacific Center for Financial Services
California
$93K – – –
PFO
117
Pathstone Family Office
New Jersey
$88K +$313 +6 +0.4%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$88K +$88K +1,600 New
PAI
119
Pittenger & Anderson Inc
Nebraska
$87K -$7.09K -136 -8%
BAM
120
Barrett Asset Management
New York
$81K – – –
LNB
121
Ledyard National Bank
$76K – – –
ADL
122
Asset Dedication LLC
California
$63K – – –
AG
123
Advisor Group
Arizona
$54K -$56K -1,052 -51%
FWM
124
Focused Wealth Management
New York
$54K – – –
NSIM
125
North Star Investment Management
Illinois
$49K – – –
2 3 4
5
6