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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

72 hedge funds and large institutions have $90.7M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
2.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.28M
2
Bank of America
2
Bank of America
North Carolina
$14.4M
3
CCFCSB
3
Cape Cod Five Cents Savings Bank
Massachusetts
$340K
4
CAN
4
Cetera Advisor Networks
California
$303K
5
FAAS
5
First Allied Advisory Services
California
$297K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Citigroup
2
Citigroup
New York
$203K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.83M
4
SB
4
Suntrust Banks
Georgia
$8.26M
5
BAAM
5
Baker Avenue Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$18.3M 233,774 -1,420 -0.6%
Bank of America
2
Bank of America
North Carolina
$14.4M 184,791 +7,946 +4%
SB
3
Suntrust Banks
Georgia
$8.26M 105,712 -4,500 -4%
Wells Fargo
4
Wells Fargo
California
$7.7M 98,528 +812 +0.8%
U
5
UBS
Switzerland
$4.16M 53,278 -50 -0.1%
RNS
6
Robert N. Shapiro
$3.92M 50,131 – –
Morgan Stanley
7
Morgan Stanley
New York
$3.82M 48,895 -1,908 -4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.28M 41,933 +40,590 +3,022%
LPL Financial
9
LPL Financial
California
$3.01M 38,523 -277 -0.7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.83M 23,466 -10,415 -31%
MHI
11
Miller Howard Investments
New York
$1.65M 21,079 -1,194 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.53M 19,564 +3,069 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.52M 19,489 -1,663 -8%
TCT
14
TIAA CREF Trust
Missouri
$1.34M 17,106 +1,978 +13%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.21M 15,511 +50 +0.3%
US Bancorp
16
US Bancorp
Minnesota
$1.11M 14,221 – –
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$927K 11,867 – –
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$831K 10,637 +600 +6%
JFGIW
19
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$622K 7,960 – –
EWM
20
Evercore Wealth Management
New York
$587K 7,514 -3,171 -30%
CB
21
Commerce Bank
Missouri
$573K 7,335 – –
MWM
22
Modera Wealth Management
New Jersey
$494K 6,328 – –
AI
23
Accredited Investors
Minnesota
$494K 6,321 +165 +3%
WTC
24
WhitTier Trust Company
Nevada
$485K 6,205 +2,840 +84%
CAG
25
Crestwood Advisors Group
Massachusetts
$409K 5,231 +1,280 +32%
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