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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 %
RTC
151
Riverview Trust Company
Washington
$161K 1,365 – –
OC
152
Oakworth Capital
Alabama
$158K 1,332 – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K 1,316 +366 +39%
FFW
154
Fusion Family Wealth
New York
$142K 1,200 – –
CCM
155
Cribstone Capital Management
Maine
$133K 1,125 – –
BCI
156
Brinker Capital Investments
Pennsylvania
$128K 1,080 – –
AWM
157
AllSquare Wealth Management
New York
$127K 1,078 – –
CWM
158
Cranbrook Wealth Management
Michigan
$127K 1,078 +9 +0.8%
GWM
159
Geneos Wealth Management
Colorado
$118K 1,004 – –
WCM
160
Wealthcare Capital Management
Virginia
$114K 964 – –
EI
161
Ellevest Inc
New York
$112K 900 +900 New
BAM
162
Barrett Asset Management
New York
$103K 875 – –
FCFS
163
First Command Financial Services
Texas
$102K 859 – –
FCB
164
First Command Bank
Texas
$102K 859 – –
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$101K 853 -797 -48%
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$101K 850 – –
SWM
167
SeaCrest Wealth Management
New York
$91K 772 – –
GAM
168
Gemmer Asset Management
California
$74K 622 +2 +0.3%
PAI
169
Pittenger & Anderson Inc
Nebraska
$74K 628 +287 +84%
ADL
170
Asset Dedication LLC
California
$65K 542 +1 +0.2%
LFA
171
Legacy Financial Advisors
Kentucky
$65K 551 +11 +2%
TRCT
172
Tower Research Capital (TRC)
New York
$64K 538 +538 New
HI
173
Hudock Inc
Pennsylvania
$63K 537 +2 +0.4%
Deutsche Bank
174
Deutsche Bank
Germany
$60K 509 +185 +57%
APC
175
Aspire Private Capital
North Carolina
$59K 503 +9 +2%
5 6
7
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