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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

91 hedge funds and large institutions have $114M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
30
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HF
1
HRT Financial
New York
$3M
2
RJA
2
Raymond James & Associates
Florida
$1.2M
3
MAA
3
Managed Account Advisors
New Jersey
$1.04M
4
Citadel Advisors
4
Citadel Advisors
Florida
$887K
5
Bank of America
5
Bank of America
North Carolina
$17.4M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$0
2
Jane Street
2
Jane Street
New York
$0
3
BUB
3
BBVA USA Bancshares
Texas
$0
4
Ameriprise
4
Ameriprise
Minnesota
$241K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$18.7M 219,575 -1,061 -0.5%
Bank of America
2
Bank of America
North Carolina
$17.4M 204,235 +10,414 +5%
Wells Fargo
3
Wells Fargo
California
$11.8M 138,150 +3,656 +3%
SB
4
Suntrust Banks
Georgia
$8.89M 104,456 -418 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$7.91M 92,904 +7,941 +9%
UBS Group
6
UBS Group
Switzerland
$4.91M 57,643 -1,442 -2%
LPL Financial
7
LPL Financial
California
$3.72M 43,715 -617 -1%
HF
8
HRT Financial
New York
$3M 35,289 +35,289 New
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.7M 31,715 +4,140 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.06M 24,229 -4,362 -15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.94M 22,751 +174 +0.8%
MHI
12
Miller Howard Investments
New York
$1.72M 20,165 +98 +0.5%
P
13
Palladiem
Pennsylvania
$1.57M 18,387 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.54M 18,042 -1,960 -10%
TCT
15
TIAA CREF Trust
Missouri
$1.46M 17,149 +268 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.27M 14,972 +10 +0.1%
BAAM
17
Baker Avenue Asset Management
California
$1.21M 14,190 +230 +2%
RJA
18
Raymond James & Associates
Florida
$1.2M 14,035 +14,035 New
US Bancorp
19
US Bancorp
Minnesota
$1.12M 13,186 -386 -3%
MAA
20
Managed Account Advisors
New Jersey
$1.04M 12,267 +10,673 +670%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$983K 11,560 +454 +4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$933K 10,961 +2 +0%
Citadel Advisors
23
Citadel Advisors
Florida
$887K 10,427 +10,427 New
WTC
24
WhitTier Trust Company
Nevada
$836K 9,822 +575 +6%
CB
25
Commerce Bank
Missouri
$778K 9,135 – –
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