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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

70 hedge funds and large institutions have $93.4M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$3.18M
2
U
2
UBS
Switzerland
$4.96M
3
BAAM
3
Baker Avenue Asset Management
California
$489K
4
Bessemer Group
4
Bessemer Group
New Jersey
$488K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$400K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$388K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MWM
3
Modera Wealth Management
New Jersey
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
ACM
5
Ashford Capital Management
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$19.2M 233,573 -201 -0.1%
Bank of America
2
Bank of America
North Carolina
$15.1M 183,857 -934 -0.5%
SB
3
Suntrust Banks
Georgia
$8.69M 105,572 -140 -0.1%
Wells Fargo
4
Wells Fargo
California
$8.28M 100,684 +2,156 +2%
U
5
UBS
Switzerland
$4.96M 60,320 +7,042 +13%
RNS
6
Robert N. Shapiro
$4.13M 50,131 – –
Morgan Stanley
7
Morgan Stanley
New York
$3.95M 47,969 -926 -2%
LPL Financial
8
LPL Financial
California
$3.27M 39,738 +1,215 +3%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$3.18M 38,667 +26,800 +226%
MHI
10
Miller Howard Investments
New York
$1.73M 21,046 -33 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.67M 20,293 +804 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.64M 19,879 +315 +2%
TCT
13
TIAA CREF Trust
Missouri
$1.46M 17,770 +664 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.3M 15,743 +232 +1%
US Bancorp
15
US Bancorp
Minnesota
$1.2M 14,571 +350 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$876K 10,639 +2 +0%
CB
17
Commerce Bank
Missouri
$604K 7,335 – –
EWM
18
Evercore Wealth Management
New York
$591K 7,194 -320 -4%
WTC
19
WhitTier Trust Company
Nevada
$510K 6,205 – –
BAAM
20
Baker Avenue Asset Management
California
$489K 5,941 +5,941 New
Bessemer Group
21
Bessemer Group
New Jersey
$488K 5,930 +5,930 New
AI
22
Accredited Investors
Minnesota
$458K 5,562 -759 -12%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K 5,369 -2,591 -33%
RFC
24
Regions Financial Corp
Alabama
$435K 5,285 +590 +13%
CAG
25
Crestwood Advisors Group
Massachusetts
$430K 5,231 – –
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