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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.4M
2
Wells Fargo
Wells Fargo
California
+$8.36M
3
RJA
Raymond James & Associates
Florida
+$5.49M
4
DIA
Dana Investment Advisors
Wisconsin
+$3.96M
5
GIP
Granite Investment Partners
California
+$3.13M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$44.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.55M
4
Jane Street
Jane Street
New York
-$1.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
176
1834 Investment Advisors
Wisconsin
$31K – – –
SEI Investments
177
SEI Investments
Pennsylvania
$31K +$31K +584 New
WAM
178
Wealthspire Advisors (Maryland)
Maryland
$29K +$206 +4 +0.7%
IC
179
Inscription Capital
Texas
$28K +$28K +544 New
FNC
180
First National Corp
Massachusetts
$26K +$26K +500 New
HPC
181
HM Payson & Co
Maine
$25K +$25K +478 New
CYG
182
Clean Yield Group
Vermont
$25K +$25K +490 New
LWCFA
183
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K +$23K +440 New
MSA
184
Marino Stram & Associates
Massachusetts
$22K – – –
ATC
185
Adirondack Trust Company
New York
$21K – – –
SGS
186
Sterling Global Strategies
California
$17K +$17K +330 New
KPW
187
Kore Private Wealth
New York
$17K +$17K +324 New
FHA
188
First Horizon Advisors
Tennessee
$16K +$99 +2 +0.6%
PG
189
Patten Group
Tennessee
$15K – – –
APA
190
American Portfolios Advisors
New York
$14.5K +$8.35K +162 +135%
TC
191
Trust Company
Kansas
$12K – – –
AF
192
Advisornet Financial
Minnesota
$12K +$12K +232 New
SF
193
Synovus Financial
Georgia
$11K – – –
ST
194
Smithfield Trust
Pennsylvania
$10K – – –
GRP
195
Global Retirement Partners
California
$10K +$10K +202 New
MA
196
MCF Advisors
Kentucky
$9K +$9K +180 New
BlackRock
197
BlackRock
New York
$4K -$316 -6 -7%
DOA
198
D'Orazio & Associates
Virginia
$4K – – –
CA
199
Claro Advisors
Massachusetts
$4K +$4K +64 New
PMFA
200
Plante Moran Financial Advisors
Michigan
$2K +$2K +42 New
5 6 7
8
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