SUSA icon

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 %
LNB
126
Ledyard National Bank
$81K – – –
SPIA
127
Steward Partners Investment Advisory
New York
$73K +$66.4K +1,200 +1,000%
IA
128
IFP Advisors
Florida
$70K +$30.9K +558 +79%
ADL
129
Asset Dedication LLC
California
$67K – – –
AG
130
Advisor Group
Arizona
$67K +$11K +200 +20%
FWM
131
Focused Wealth Management
New York
$58K – – –
LFA
132
Legacy Financial Advisors
Kentucky
$57K +$57K +1,042 New
NSIM
133
North Star Investment Management
Illinois
$53K +$335 +6 +0.6%
WEC
134
Winslow Evans & Crocker
Massachusetts
$33.3K – – –
1IA
135
1834 Investment Advisors
Wisconsin
$33K +$33K +600 New
FAAS
136
First Allied Advisory Services
California
$32K +$32K +580 New
IWM
137
IHT Wealth Management
Illinois
$28K +$28K +490 New
WAM
138
Wealthspire Advisors (Maryland)
Maryland
$27K +$221 +4 +0.8%
MSA
139
Marino Stram & Associates
Massachusetts
$26K +$26K +460 New
ATC
140
Adirondack Trust Company
New York
$22K – – –
TC
141
Trust Company
Kansas
$20K – – –
PG
142
Patten Group
Tennessee
$14K – – –
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14K +$7.86K +146 +128%
FFG
144
Ford Financial Group
California
$14K +$14K +252 New
ST
145
Smithfield Trust
Pennsylvania
$11K – – –
CAC
146
Certified Advisory Corp
Florida
$11K +$11K +200 New
BlackRock
147
BlackRock
New York
$9K +$2.08K +36 +30%
APA
148
American Portfolios Advisors
New York
$6.66K +$6.66K +120 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$6K +$6K +100 New
CA
150
Calton & Associates
Florida
$4K +$4K +84 New
3 4 5
6
7