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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 %
JIC
151
Johnson Investment Counsel
Ohio
$212K +$212K +3,510 New
CAG
152
Crestwood Advisors Group
Massachusetts
$211K – – –
MMA
153
Miracle Mile Advisors
California
$206K +$206K +3,380 New
SFA
154
Sequoia Financial Advisors
Ohio
$206K +$206K +3,388 New
FAAS
155
First Allied Advisory Services
California
$202K +$202K +3,312 New
FM
156
Family Management
New York
$192K +$192K +3,150 New
NCM
157
New Capital Management
Texas
$169K – – –
MA
158
MUFG Americas
New York
$168K – – –
RTC
159
Riverview Trust Company
Washington
$164K -$2.44K -40 -1%
OC
160
Oakworth Capital
Alabama
$162K – – –
BBA
161
Braun-Bostich & Associates
Pennsylvania
$150K +$39.2K +1,484 +35%
FFW
162
Fusion Family Wealth
New York
$146K – – –
CCM
163
Cribstone Capital Management
Maine
$137K – – –
BCI
164
Brinker Capital Investments
Pennsylvania
$132K – – –
AWM
165
AllSquare Wealth Management
New York
$131K – – –
WCM
166
Wealthcare Capital Management
Virginia
$117K – – –
GWM
167
Geneos Wealth Management
Colorado
$116K -$5.32K -88 -4%
BAM
168
Barrett Asset Management
New York
$116K +$9.16K +150 +9%
FCFS
169
First Command Financial Services
Texas
$105K – – –
FCB
170
First Command Bank
Texas
$105K – – –
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$104K +$485 +8 +0.5%
Deutsche Bank
172
Deutsche Bank
Germany
$89K +$27.3K +450 +44%
FANJ
173
Financial Architects (New Jersey)
New Jersey
$83K +$34.7K +566 +72%
PAI
174
Pittenger & Anderson Inc
Nebraska
$77K – – –
GAM
175
Gemmer Asset Management
California
$76K +$244 +4 +0.3%
5 6
7
8 9