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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 %
SWP
101
Stratos Wealth Partners
Ohio
$235K +$12.2K +220 +5%
OFG
102
Oxford Financial Group
Indiana
$234K +$234K +4,216 New
CA
103
Callahan Advisors
Texas
$226K -$11.1K -200 -5%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$222K +$19.3K +348 +10%
Comerica Bank
105
Comerica Bank
Texas
$220K +$220K +3,890 New
CCM
106
Colorado Capital Management
Colorado
$219K – – –
EDRIA
107
Edmonds Duncan Registered Investment Advisors
Kansas
$218K – – –
PMG
108
ProVise Management Group
Florida
$216K +$666 +12 +0.3%
BTS
109
BB&T Securities
Virginia
$214K +$13.5K +244 +7%
MHI
110
Miller Howard Investments
New York
$213K -$607K -10,936 -74%
MFS
111
McNamara Financial Services
Massachusetts
$208K -$30.4K -548 -13%
OCM
112
One Capital Management
California
$202K -$6.64K -120 -3%
BFEC
113
Benjamin F. Edwards & Company
Missouri
$202K – – –
AIM
114
Acropolis Investment Management
Missouri
$198K – – –
CJA
115
C-J Advisory
California
$189K +$189K +3,528 New
FFW
116
Fusion Family Wealth
New York
$172K – – –
PCFFS
117
Pacific Center for Financial Services
California
$169K +$28.7K +516 +20%
NCM
118
New Capital Management
Texas
$154K – – –
MA
119
MUFG Americas
New York
$152K – – –
OC
120
Oakworth Capital
Alabama
$138K – – –
AWM
121
AllSquare Wealth Management
New York
$134K – – –
BBA
122
Braun-Bostich & Associates
Pennsylvania
$132K +$132K +2,384 New
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K – – –
CCM
124
Cribstone Capital Management
Maine
$126K -$3.43K -62 -3%
BCI
125
Brinker Capital Investments
Pennsylvania
$120K – – –
3 4
5
6 7