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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$54.2M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
TSS
Two Sigma Securities
New York
$0
4
Jane Street
Jane Street
New York
$0
5
ACM
Avalon Capital Management
California
$2.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
One Capital Management
California
$209K +$209K +3,772 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$203K -$632K -11,386 -76%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$202K – – –
EVM
104
Eaton Vance Management
Massachusetts
$202K +$202K +3,630 New
BTS
105
BB&T Securities
Virginia
$201K +$201K +3,630 New
AIM
106
Acropolis Investment Management
Missouri
$198K +$198K +3,570 New
FFW
107
Fusion Family Wealth
New York
$172K – – –
NCM
108
New Capital Management
Texas
$154K – – –
MA
109
MUFG Americas
New York
$153K – – –
PCFFS
110
Pacific Center for Financial Services
California
$140K +$41.2K +742 +42%
OC
111
Oakworth Capital
Alabama
$136K +$1.54K +28 +1%
AWM
112
AllSquare Wealth Management
New York
$134K – – –
CCM
113
Cribstone Capital Management
Maine
$130K -$3.33K -60 -2%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$14.2K -256 -10%
BCI
115
Brinker Capital Investments
Pennsylvania
$120K – – –
CWM
116
Cranbrook Wealth Management
Michigan
$119K – – –
GWM
117
Geneos Wealth Management
Colorado
$111K -$5.2K -94 -4%
BWA
118
BDO Wealth Advisors
Florida
$111K – – –
WAM
119
Watermark Asset Management
California
$106K +$886 +16 +0.8%
MGIA
120
Moneta Group Investment Advisors
Missouri
$99K +$99K +1,780 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$89K – – –
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$89K +$89K +1,600 New
PAI
123
Pittenger & Anderson Inc
Nebraska
$88K -$5.13K -92 -6%
BAM
124
Barrett Asset Management
New York
$86K – – –
SWM
125
SeaCrest Wealth Management
New York
$86K +$86K +1,544 New
3 4
5
6 7