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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

63 hedge funds and large institutions have $214M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q2 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
63
Holders Change
+63
Holders Change %
–
% of All Funds
2.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$15.4M
2
Bank of America
2
Bank of America
North Carolina
$10M
3
SB
3
Suntrust Banks
Georgia
$8.89M
4
Wells Fargo
4
Wells Fargo
California
$6.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.71M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
JA
1
JOYN Advisors
Georgia
– – – –
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$15.4M 227,199 +227,199 New
Bank of America
3
Bank of America
North Carolina
$10M 147,977 +147,977 New
SB
4
Suntrust Banks
Georgia
$8.89M 131,336 +131,336 New
Wells Fargo
5
Wells Fargo
California
$6.72M 99,359 +99,359 New
Goldman Sachs
6
Goldman Sachs
New York
$3.71M 54,821 +54,821 New
U
7
UBS
Switzerland
$3.58M 52,872 +52,872 New
RNS
8
Robert N. Shapiro
$3.39M 50,131 +50,131 New
Morgan Stanley
9
Morgan Stanley
New York
$3.06M 45,265 +45,265 New
LPL Financial
10
LPL Financial
California
$2.57M 37,914 +37,914 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.8M 26,605 +26,605 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.22M 18,066 +18,066 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.12M 16,530 +16,530 New
MHI
14
Miller Howard Investments
New York
$1.1M 16,246 +16,246 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.01M 14,890 +14,890 New
US Bancorp
16
US Bancorp
Minnesota
$986K 14,581 +14,581 New
TCT
17
TIAA CREF Trust
Missouri
$832K 12,303 +12,303 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$749K 11,058 +11,058 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$711K 10,505 +10,505 New
EWM
20
Evercore Wealth Management
New York
$639K 9,445 +9,445 New
TH
21
Timber Hill
Connecticut
$639K 9,450 +9,450 New
JFGIW
22
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$539K 7,960 +7,960 New
DBT
23
Dubuque Bank & Trust
Iowa
$539K 7,960 +7,960 New
CB
24
Commerce Bank
Missouri
$498K 7,350 +7,350 New
MWM
25
Modera Wealth Management
New Jersey
$428K 6,328 +6,328 New
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