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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

68 hedge funds and large institutions have $93.3M invested in iShares ESG Optimized MSCI USA ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$3.55M
2
Bank of America
2
Bank of America
North Carolina
$13.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$18M
5
GIP
5
Granite Investment Partners
California
$266K

Top Sellers

1
SB
1
Suntrust Banks
Georgia
$8.46M
2
MAA
2
Managed Account Advisors
New Jersey
$0
3
CWA
3
Convergent Wealth Advisors
Maryland
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
BJL
5
Brighton Jones LLC
Washington
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$18M 235,194 +8,339 +4%
Bank of America
2
Bank of America
North Carolina
$13.6M 176,845 +14,199 +9%
SB
3
Suntrust Banks
Georgia
$8.46M 110,212 -11,275 -9%
Wells Fargo
4
Wells Fargo
California
$7.5M 97,716 +2,444 +3%
Goldman Sachs
5
Goldman Sachs
New York
$4.16M 54,195 +158 +0.3%
U
6
UBS
Switzerland
$4.09M 53,328 +3,269 +7%
Morgan Stanley
7
Morgan Stanley
New York
$3.9M 50,803 +815 +2%
RNS
8
Robert N. Shapiro
$3.85M 50,131 – –
Citigroup
9
Citigroup
New York
$3.55M 46,311 +43,571 +1,590%
LPL Financial
10
LPL Financial
California
$2.98M 38,800 -1,289 -3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.6M 33,881 +8,922 +36%
MHI
12
Miller Howard Investments
New York
$1.71M 22,273 +691 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.62M 21,152 +733 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.27M 16,495 -785 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.19M 15,461 +202 +1%
TCT
16
TIAA CREF Trust
Missouri
$1.16M 15,128 +2,120 +16%
US Bancorp
17
US Bancorp
Minnesota
$1.09M 14,221 -360 -2%
JPMPWA
18
J.P. Morgan Private Wealth Advisors
California
$911K 11,867 +70 +0.6%
EWM
19
Evercore Wealth Management
New York
$820K 10,685 +665 +7%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$770K 10,037 -1,304 -11%
JFGIW
21
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$611K 7,960 – –
CB
22
Commerce Bank
Missouri
$563K 7,335 -15 -0.2%
MWM
23
Modera Wealth Management
New Jersey
$486K 6,328 – –
AI
24
Accredited Investors
Minnesota
$473K 6,156 +8 +0.1%
TAM
25
Trillium Asset Management
Massachusetts
$448K 5,845 – –
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