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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

63 hedge funds and large institutions have $81.2M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$11.5M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$802K
3
CWA
3
Convergent Wealth Advisors
Maryland
$417K
4
MHI
4
Miller Howard Investments
New York
$1.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.54M

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$8.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$133K
3
TH
3
Timber Hill
Connecticut
$0
4
DBT
4
Dubuque Bank & Trust
Iowa
$0
5
Wells Fargo
5
Wells Fargo
California
$6.74M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$16M 226,855 -344 -0.2%
Bank of America
2
Bank of America
North Carolina
$11.5M 162,646 +14,669 +10%
SB
3
Suntrust Banks
Georgia
$8.59M 121,487 -9,849 -7%
Wells Fargo
4
Wells Fargo
California
$6.74M 95,272 -4,087 -4%
Goldman Sachs
5
Goldman Sachs
New York
$3.82M 54,037 -784 -1%
RNS
6
Robert N. Shapiro
$3.55M 50,131 – –
U
7
UBS
Switzerland
$3.54M 50,059 -2,813 -5%
Morgan Stanley
8
Morgan Stanley
New York
$3.54M 49,988 +4,723 +10%
LPL Financial
9
LPL Financial
California
$2.87M 40,089 +2,175 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.77M 24,959 -1,646 -6%
MHI
11
Miller Howard Investments
New York
$1.53M 21,582 +5,336 +33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.44M 20,419 +2,353 +13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.22M 17,280 +750 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.08M 15,259 +369 +2%
US Bancorp
15
US Bancorp
Minnesota
$1.03M 14,581 – –
TCT
16
TIAA CREF Trust
Missouri
$920K 13,008 +705 +6%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$835K 11,797 +1,292 +12%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$802K 11,341 +10,622 +1,477%
EWM
19
Evercore Wealth Management
New York
$709K 10,020 +575 +6%
JFGIW
20
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$563K 7,960 – –
CB
21
Commerce Bank
Missouri
$520K 7,350 – –
MWM
22
Modera Wealth Management
New Jersey
$448K 6,328 – –
MAA
23
Managed Account Advisors
New Jersey
$440K 6,220 – –
AI
24
Accredited Investors
Minnesota
$435K 6,148 +1,546 +34%
CWA
25
Convergent Wealth Advisors
Maryland
$417K 5,895 +5,895 New
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