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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
$161M
2
Ameriprise
Ameriprise
Minnesota
$16.2M
3
Jane Street
Jane Street
New York
$3.8M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$24.2M
2
RJA
Raymond James & Associates
Florida
$7.26M
3
DIA
Dana Investment Advisors
Wisconsin
$0
4
GIP
Granite Investment Partners
California
$0
5
UBS Group
UBS Group
Switzerland
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
Focused Wealth Management
New York
$56K – – –
NSIM
177
North Star Investment Management
Illinois
$56K – – –
FEG
178
Financial Enhancement Group
Indiana
$51K +$12.7K +214 +33%
WCM
179
WealthBridge Capital Management
Ohio
$48K – – –
CAC
180
Certified Advisory Corp
Florida
$48K +$117 +2 +0.2%
FANJ
181
Financial Architects (New Jersey)
New Jersey
$47K – – –
RCAG
182
Rehmann Capital Advisory Group
Michigan
$41.2K +$41.2K +696 New
ATC
183
Adirondack Trust Company
New York
$37K +$12.3K +200 +50%
WEC
184
Winslow Evans & Crocker
Massachusetts
$36K – – –
1IA
185
1834 Investment Advisors
Wisconsin
$35K – – –
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$33K +$117 +2 +0.4%
IC
187
Inscription Capital
Texas
$32K – – –
FNC
188
First National Corp
Massachusetts
$30K – – –
MSA
189
Marino Stram & Associates
Massachusetts
$26K – – –
SBA
190
Secrest Blakey & Associates
North Carolina
$25K +$25K +424 New
FHA
191
First Horizon Advisors
Tennessee
$19K – – –
KPW
192
Kore Private Wealth
New York
$19K – – –
SF
193
Synovus Financial
Georgia
$15K +$2.76K +46 +23%
APA
194
American Portfolios Advisors
New York
$14.2K -$2.48K -42 -15%
TC
195
Trust Company
Kansas
$14K – – –
PGA
196
Premia Global Advisors
Florida
$14K +$14K +244 New
CYG
197
Clean Yield Group
Vermont
$12K -$17.4K -290 -59%
GRP
198
Global Retirement Partners
California
$12K – – –
ST
199
Smithfield Trust
Pennsylvania
$12K +$353 +6 +3%
IA
200
IFP Advisors
Florida
$10K -$35.5K -618 -78%
6 7
8
9 10