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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 %
CWM
126
Cranbrook Wealth Management
Michigan
$119K – – –
GWM
127
Geneos Wealth Management
Colorado
$111K – – –
BWA
128
BDO Wealth Advisors
Florida
$111K – – –
WAM
129
Watermark Asset Management
California
$106K +$221 +4 +0.2%
SEIA
130
Signature Estate & Investment Advisors
California
$102K -$120K -2,166 -54%
AG
131
Advisor Group
Arizona
$93K +$26.5K +484 +40%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$93K +$78.6K +1,422 +547%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$89K – – –
BAM
134
Barrett Asset Management
New York
$86K – – –
SWM
135
SeaCrest Wealth Management
New York
$86K – – –
LNB
136
Ledyard National Bank
$81K – – –
PAI
137
Pittenger & Anderson Inc
Nebraska
$77K -$10.5K -190 -12%
SPIA
138
Steward Partners Investment Advisory
New York
$73K – – –
IA
139
IFP Advisors
Florida
$70K – – –
MCWS
140
McKinley Carter Wealth Services
West Virginia
$68K +$68K +1,224 New
FEG
141
Financial Enhancement Group
Indiana
$67K +$67K +1,210 New
LFA
142
Legacy Financial Advisors
Kentucky
$59K +$1.33K +24 +2%
FWM
143
Focused Wealth Management
New York
$58K – – –
FHA
144
First Horizon Advisors
Tennessee
$57K +$57K +1,028 New
NSIM
145
North Star Investment Management
Illinois
$53K – – –
ADL
146
Asset Dedication LLC
California
$51K -$15.5K -280 -23%
CAC
147
Certified Advisory Corp
Florida
$44K +$33.1K +608 +304%
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$43K -$43K -800 -50%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$43K +$43K +788 New
HI
150
Hudock Inc
Pennsylvania
$42K +$38.5K +708 +1,106%
4 5
6
7 8