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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

209 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 92 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+2
Holders Change %
+0.97%
% of All Funds
4.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
92
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$29.7M
2
UBS Group
UBS Group
Switzerland
+$9.02M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.28M
4
EI
Ellevest Inc
New York
+$3.55M
5
GC
Garde Capital
Washington
+$3.12M

Top Sellers

1
TF
TIAA FSB
Florida
-$1.81M
2
Morgan Stanley
Morgan Stanley
New York
-$1.56M
3
CS
Credit Suisse
Switzerland
-$469K
4
RJA
Raymond James & Associates
Florida
-$250K
5
Comerica Bank
Comerica Bank
Texas
-$229K
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$279K – – –
MCWS
127
McKinley Carter Wealth Services
West Virginia
$270K -$1.34K -22 -0.5%
MGIA
128
Moneta Group Investment Advisors
Missouri
$268K – – –
PCFFS
129
Pacific Center for Financial Services
California
$266K +$243 +4 +0.1%
HA
130
Harborview Advisors
Maine
$263K -$1.34K -22 -0.5%
WT
131
Whittier Trust
California
$252K +$252K +4,130 New
OCM
132
One Capital Management
California
$241K +$122 +2 +0.1%
BSW
133
Buckingham Strategic Wealth
Missouri
$237K – – –
AA
134
Advisory Alpha
Michigan
$233K – – –
GWM
135
Greenwich Wealth Management
Connecticut
$227K – – –
LWCFA
136
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$224K – – –
CIBC World Market
137
CIBC World Market
Ontario, Canada
$222K – – –
BFEC
138
Benjamin F. Edwards & Company
Missouri
$222K – – –
SCG
139
Sonata Capital Group
Washington
$222K – – –
AWM
140
AE Wealth Management
Kansas
$220K +$5.13K +84 +2%
PMG
141
ProVise Management Group
Florida
$219K – – –
AC
142
Alexandria Capital
Virginia
$219K – – –
BJL
143
Brighton Jones LLC
Washington
$219K +$219K +3,600 New
AIM
144
Acropolis Investment Management
Missouri
$218K – – –
EWF
145
Epstein & White Financial
California
$218K +$5.08K +84 +2%
BTS
146
BB&T Securities
Virginia
$217K +$3.64K +60 +2%
EVM
147
Eaton Vance Management
Massachusetts
$216K +$216K +3,540 New
WCG
148
Weaver Consulting Group
California
$213K – – –
FFN
149
Focus Financial Network
Minnesota
$212K +$366 +6 +0.2%
CWM
150
Cranbrook Wealth Management
Michigan
$212K +$81K +1,332 +62%
4 5
6
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