SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

74 hedge funds and large institutions have $95.9M invested in iShares ESG Optimized MSCI USA ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.43M
2
Wells Fargo
2
Wells Fargo
California
$9.46M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.61M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$19.8M
5
CG
5
Colony Group
Massachusetts
$394K

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$2.08M
2
Bank of America
2
Bank of America
North Carolina
$14.1M
3
Bessemer Group
3
Bessemer Group
New Jersey
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$231K
5
MHI
5
Miller Howard Investments
New York
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$19.8M 240,432 +6,859 +3%
Bank of America
2
Bank of America
North Carolina
$14.1M 171,725 -12,132 -7%
Wells Fargo
3
Wells Fargo
California
$9.46M 114,989 +14,305 +14%
SB
4
Suntrust Banks
Georgia
$8.63M 104,874 -698 -0.7%
U
5
UBS
Switzerland
$5.09M 61,795 +1,475 +2%
Morgan Stanley
6
Morgan Stanley
New York
$4.61M 56,057 +8,088 +17%
RNS
7
Robert N. Shapiro
$4.13M 50,131 – –
LPL Financial
8
LPL Financial
California
$3.22M 39,643 -95 -0.2%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.08M 25,210 -13,457 -35%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.06M 25,061 +4,768 +23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.65M 20,038 +159 +0.8%
MHI
12
Miller Howard Investments
New York
$1.64M 19,966 -1,080 -5%
TCT
13
TIAA CREF Trust
Missouri
$1.58M 19,201 +1,431 +8%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.43M 17,370 +17,370 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.28M 15,511 -232 -1%
US Bancorp
16
US Bancorp
Minnesota
$1.2M 14,571 – –
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$876K 10,641 +2 +0%
BAAM
18
Baker Avenue Asset Management
California
$617K 7,491 +1,550 +26%
CB
19
Commerce Bank
Missouri
$604K 7,335 – –
EWM
20
Evercore Wealth Management
New York
$582K 7,075 -119 -2%
AI
21
Accredited Investors
Minnesota
$541K 6,567 +1,005 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$509K 6,190 +1,473 +31%
WTC
23
WhitTier Trust Company
Nevada
$491K 5,965 -240 -4%
William Blair & Company
24
William Blair & Company
Illinois
$491K 5,970 +890 +18%
RFC
25
Regions Financial Corp
Alabama
$445K 5,400 +115 +2%
1
2 3 4