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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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$30.4M
2
Ameriprise
Ameriprise
Minnesota
+$3.11M
3
Jane Street
Jane Street
New York
+$2.79M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.47M
5
Morgan Stanley
Morgan Stanley
New York
+$1.36M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.55M
2
RJA
Raymond James & Associates
Florida
-$4.21M
3
DIA
Dana Investment Advisors
Wisconsin
-$3.96M
4
GIP
Granite Investment Partners
California
-$3.13M
5
UBS Group
UBS Group
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
126
Pathstone Family Office
New Jersey
$236K +$236K +4,000 New
OCM
127
One Capital Management
California
$234K – – –
WWM
128
Western Wealth Management
Colorado
$233K -$15.4K -260 -6%
TA
129
Tiedemann Advisors
New York
$231K – – –
BSW
130
Buckingham Strategic Wealth
Missouri
$230K +$230K +3,886 New
Comerica Bank
131
Comerica Bank
Texas
$229K – – –
AA
132
Advisory Alpha
Michigan
$225K – – –
GWM
133
Greenwich Wealth Management
Connecticut
$221K -$88.6K -1,496 -29%
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K +$191K +3,232 +735%
MWM
135
Modera Wealth Management
New Jersey
$217K +$217K +3,676 New
SCG
136
Sonata Capital Group
Washington
$216K -$127K -2,152 -37%
CIBC World Market
137
CIBC World Market
Ontario, Canada
$216K +$216K +3,650 New
BFEC
138
Benjamin F. Edwards & Company
Missouri
$215K – – –
PMG
139
ProVise Management Group
Florida
$213K +$213K +3,600 New
AC
140
Alexandria Capital
Virginia
$212K +$212K +3,590 New
AIM
141
Acropolis Investment Management
Missouri
$211K – – –
WCG
142
Weaver Consulting Group
California
$210K +$210K +3,500 New
EWF
143
Epstein & White Financial
California
$209K +$209K +3,518 New
AWM
144
AE Wealth Management
Kansas
$208K +$208K +3,518 New
SS
145
Simplicity Solutions
Minnesota
$208K +$208K +3,518 New
BTS
146
BB&T Securities
Virginia
$207K +$207K +3,514 New
FFN
147
Focus Financial Network
Minnesota
$206K +$206K +3,482 New
CAG
148
Crestwood Advisors Group
Massachusetts
$205K +$205K +3,470 New
NCM
149
New Capital Management
Texas
$164K – – –
MA
150
MUFG Americas
New York
$163K – – –
4 5
6
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