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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

84 hedge funds and large institutions have $110M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 14 closing their positions.

Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
27
Reduced
14
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$20M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.84M
3
SB
3
Suntrust Banks
Georgia
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$12.5M
5
Northern Trust
5
Northern Trust
Illinois
$1.24M

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
RJA
2
Raymond James & Associates
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$645K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20M 253,737 +49,502 +24%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$16.5M 209,330 -10,245 -5%
Wells Fargo
3
Wells Fargo
California
$12.5M 158,398 +20,248 +15%
SB
4
Suntrust Banks
Georgia
$10.1M 127,702 +23,246 +22%
Morgan Stanley
5
Morgan Stanley
New York
$7.03M 89,209 -3,695 -4%
UBS Group
6
UBS Group
Switzerland
$5.11M 64,854 +7,211 +13%
LPL Financial
7
LPL Financial
California
$3.67M 44,972 +1,257 +3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.84M 36,076 +24,516 +212%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.6M 33,025 +1,310 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.19M 27,774 +3,545 +15%
MHI
11
Miller Howard Investments
New York
$2.05M 26,070 +5,905 +29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.82M 23,128 +377 +2%
TCT
13
TIAA CREF Trust
Missouri
$1.61M 20,422 +3,273 +19%
P
14
Palladiem
Pennsylvania
$1.44M 18,229 -158 -0.9%
Northern Trust
15
Northern Trust
Illinois
$1.24M 15,750 +15,750 New
BAAM
16
Baker Avenue Asset Management
California
$1.21M 15,320 +1,130 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.18M 14,975 +3 +0%
US Bancorp
18
US Bancorp
Minnesota
$872K 11,070 -2,116 -16%
WTC
19
WhitTier Trust Company
Nevada
$869K 11,022 +1,200 +12%
Creative Planning
20
Creative Planning
Kansas
$850K 10,781 +10,781 New
CB
21
Commerce Bank
Missouri
$720K 9,135 – –
EWM
22
Evercore Wealth Management
New York
$672K 8,527 +519 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$645K 8,176 -9,866 -55%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$641K 8,139 – –
Jane Street
25
Jane Street
New York
$547K 6,938 +6,938 New
1
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