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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Ameriprise
2
Ameriprise
Minnesota
$16.2M
3
Jane Street
3
Jane Street
New York
$3.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
RJA
2
Raymond James & Associates
Florida
$7.26M
3
DIA
3
Dana Investment Advisors
Wisconsin
$0
4
GIP
4
Granite Investment Partners
California
$0
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
101
Advisor Group
Arizona
$346K 2,928 +184 +7%
SFG
102
SNS Financial Group
Minnesota
$340K 2,875 – –
PA
103
Parallel Advisors
California
$329K 2,779 -140 -5%
AAS
104
Avantax Advisory Services
Texas
$326K 2,756 +2,756 New
WDL
105
Well Done LLC
Michigan
$318K 2,693 – –
SWP
106
Stratos Wealth Partners
Ohio
$316K 2,674 – –
SMFS
107
Squar Milner Financial Services
California
$313K 2,650 – –
FPFS
108
First Personal Financial Services
North Carolina
$311K 2,629 -352 -12%
CCFCSB
109
Cape Cod Five Cents Savings Bank
Massachusetts
$303K 2,560 -92 -3%
GC
110
Grace Capital
Massachusetts
$299K 2,528 – –
FIM
111
Fernwood Investment Management
Massachusetts
$299K 2,528 – –
CIM
112
Cambria Investment Management
California
$295K 2,491 – –
CG
113
Colony Group
Massachusetts
$290K 2,454 -861 -26%
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$284K 2,403 +2,403 New
TCOV
115
Trust Company of Vermont
Vermont
$281K 2,374 – –
RC
116
RegentAtlantic Capital
New Jersey
$274K 2,318 – –
WAG
117
Winthrop Advisory Group
Massachusetts
$273K 2,291 +103 +5%
EDRIA
118
Edmonds Duncan Registered Investment Advisors
Kansas
$269K 2,271 – –
DADC
119
D.A. Davidson & Co
Montana
$263K 2,228 +107 +5%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$263K 2,221 +1,221 +122%
MCWS
121
McKinley Carter Wealth Services
West Virginia
$263K 2,226 +2,226 New
MGIA
122
Moneta Group Investment Advisors
Missouri
$260K 2,199 -2 -0.1%
PCFFS
123
Pacific Center for Financial Services
California
$258K 2,184 +2 +0.1%
HA
124
Harborview Advisors
Maine
$257K 2,173 +59 +3%
BBA
125
Braun-Bostich & Associates
Pennsylvania
$248K 2,098 – –
3 4
5
6 7