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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
+$30.4M
2
Ameriprise
Ameriprise
Minnesota
+$3.11M
3
Jane Street
Jane Street
New York
+$2.79M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$2.47M
5
Morgan Stanley
Morgan Stanley
New York
+$1.36M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.55M
2
RJA
Raymond James & Associates
Florida
-$4.21M
3
DIA
Dana Investment Advisors
Wisconsin
-$3.96M
4
GIP
Granite Investment Partners
California
-$3.13M
5
UBS Group
UBS Group
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$10K -$3.18K -56 -24%
AOWM
202
Alpha Omega Wealth Management
Virginia
$6K +$6K +104 New
DOA
203
D'Orazio & Associates
Virginia
$5K – – –
Mariner
204
Mariner
Kansas
$5K +$5K +92,714 New
BlackRock
205
BlackRock
New York
$4K -$343 -6 -8%
JCM
206
Jacobi Capital Management
Pennsylvania
$2K +$2K +28 New
DIA
207
Dana Investment Advisors
Wisconsin
– -$3.96M -76,698 Closed
GIP
208
Granite Investment Partners
California
– -$3.13M -60,648 Closed
DCP
209
DSM Capital Partners
Florida
– -$1.24M -24,030 Closed
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
– -$1.08M -20,950 Closed
SAS
211
Sage Advisory Services
Texas
– -$519K -10,056 Closed
RP
212
Riverbridge Partners
Minnesota
– -$410K -7,952 Closed
CC
213
Claybrook Capital
Massachusetts
– -$278K -5,386 Closed
Fiera Capital (Canada)
214
Fiera Capital (Canada)
Quebec, Canada
– -$247K -4,780 Closed
AWM
215
Affinity Wealth Management
Delaware
– -$242K -4,692 Closed
RG
216
Rikoon Group
New Mexico
– -$226K -4,380 Closed
Baird Financial Group
217
Baird Financial Group
Wisconsin
– -$216K -4,178 Closed
KCM
218
Karp Capital Management
California
– -$117K -2,260 Closed
LNB
219
Ledyard National Bank
– -$75K -1,460 Closed
SEI Investments
220
SEI Investments
Pennsylvania
– -$31K -584 Closed
HPC
221
HM Payson & Co
Maine
– -$25K -478 Closed
SGS
222
Sterling Global Strategies
California
– -$17K -330 Closed
PG
223
Patten Group
Tennessee
– -$15K -300 Closed
MA
224
MCF Advisors
Kentucky
– -$9K -180 Closed
CA
225
Claro Advisors
Massachusetts
– -$4K -64 Closed
6 7 8
9
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