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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 %
AF
201
Advisornet Financial
Minnesota
$11K – – –
AOWM
202
Alpha Omega Wealth Management
Virginia
$6K – – –
CCM
203
Covington Capital Management
California
$6K +$6K +100 New
DOA
204
D'Orazio & Associates
Virginia
$5K – – –
JCM
205
Jacobi Capital Management
Pennsylvania
$2K – – –
NFG
206
Next Financial Group
Texas
$2K +$2K +32 New
WIM
207
Westside Investment Management
California
$845 +$845 +13,878 New
FCH
208
Freestone Capital Holdings
Washington
$683 +$7 +116 +1%
TF
209
TIAA FSB
Florida
– -$1.81M -30,632 Closed
CS
210
Credit Suisse
Switzerland
– -$469K -7,934 Closed
Comerica Bank
211
Comerica Bank
Texas
– -$229K -3,784 Closed
MWM
212
Modera Wealth Management
New Jersey
– -$217K -3,676 Closed
SS
213
Simplicity Solutions
Minnesota
– -$208K -3,518 Closed
SWM
214
SeaCrest Wealth Management
New York
– -$91K -1,544 Closed
LFA
215
Legacy Financial Advisors
Kentucky
– -$65K -1,102 Closed
NSIM
216
North Star Investment Management
Illinois
– -$56K -954 Closed
WCM
217
WealthBridge Capital Management
Ohio
– -$48K -800 Closed
WAM
218
Wealthspire Advisors (Maryland)
Maryland
– -$33K -566 Closed
IC
219
Inscription Capital
Texas
– -$32K -544 Closed
FNC
220
First National Corp
Massachusetts
– -$30K -500 Closed
MSA
221
Marino Stram & Associates
Massachusetts
– -$26K -436 Closed
KPW
222
Kore Private Wealth
New York
– -$19K -324 Closed
PGA
223
Premia Global Advisors
Florida
– -$14K -244 Closed
ST
224
Smithfield Trust
Pennsylvania
– -$12K -204 Closed
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