SUSA icon

iShares ESG Optimized MSCI USA ETF

88 hedge funds and large institutions have $109M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
2.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
32
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$18.9M 220,636 -30,963 -12%
Bank of America
2
Bank of America
North Carolina
$16.6M 193,821 +3,883 +2%
Wells Fargo
3
Wells Fargo
California
$11.5M 134,494 +6,439 +5%
SB
4
Suntrust Banks
Georgia
$9M 104,874
Morgan Stanley
5
Morgan Stanley
New York
$7.3M 84,963 +14,933 +21%
UBS Group
6
UBS Group
Switzerland
$5.07M 59,085 +4,152 +8%
LPL Financial
7
LPL Financial
California
$3.79M 44,332 +1,559 +4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.46M 28,591 +4,904 +21%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.37M 27,575 +1,810 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.94M 22,577 +295 +1%
MHI
11
Miller Howard Investments
New York
$1.72M 20,067 +182 +0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.72M 20,002 +12,511 +167%
P
13
Palladiem
Pennsylvania
$1.58M 18,387 +28 +0.2%
TCT
14
TIAA CREF Trust
Missouri
$1.45M 16,881 -502 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.28M 14,962 -3 -0%
BAAM
16
Baker Avenue Asset Management
California
$1.2M 13,960 +4,908 +54%
US Bancorp
17
US Bancorp
Minnesota
$1.17M 13,572 -999 -7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$953K 11,106 +11,106 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$941K 10,959 +2 +0%
WTC
20
WhitTier Trust Company
Nevada
$794K 9,247 +1,081 +13%
CB
21
Commerce Bank
Missouri
$784K 9,135
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$699K 8,139
Ameriprise
23
Ameriprise
Minnesota
$670K 7,805 +1,812 +30%
EWM
24
Evercore Wealth Management
New York
$618K 7,190 +1,615 +29%
Creative Planning
25
Creative Planning
Kansas
$590K 6,869 +5,006 +269%