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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

93 hedge funds and large institutions have $145M invested in iShares ESG Optimized MSCI USA ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TAM
1
Trillium Asset Management
Massachusetts
$7.51M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.4M
3
LPL Financial
3
LPL Financial
California
$8.01M
4
Bank of America
4
Bank of America
North Carolina
$24.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.16M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$576K
2
Northern Trust
2
Northern Trust
Illinois
$521K
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$16.8M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$24.9M 299,215 +45,478 +18%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$16.8M 201,053 -8,277 -4%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M 172,768 +83,559 +94%
Wells Fargo
4
Wells Fargo
California
$13.8M 165,000 +6,602 +4%
SB
5
Suntrust Banks
Georgia
$10.6M 127,702 – –
LPL Financial
6
LPL Financial
California
$8.01M 97,430 +52,458 +117%
TAM
7
Trillium Asset Management
Massachusetts
$7.51M 90,039 +87,234 +3,110%
UBS Group
8
UBS Group
Switzerland
$4.92M 59,033 -5,821 -9%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$2.76M 33,144 +119 +0.4%
MHI
10
Miller Howard Investments
New York
$2.19M 26,268 +198 +0.8%
Citadel Advisors
11
Citadel Advisors
Florida
$2.16M 25,978 +25,978 New
BAAM
12
Baker Avenue Asset Management
California
$2.13M 25,490 +10,170 +66%
Jane Street
13
Jane Street
New York
$2.11M 25,246 +18,308 +264%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.03M 24,395 -3,379 -12%
HPWM
15
Highland Private Wealth Management
Washington
$1.98M 23,750 +23,750 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.91M 22,897 -231 -1%
TCT
17
TIAA CREF Trust
Missouri
$1.81M 21,702 +1,280 +6%
WTC
18
WhitTier Trust Company
Nevada
$1.57M 18,784 +7,762 +70%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.32M 15,884 +909 +6%
US Bancorp
20
US Bancorp
Minnesota
$994K 11,920 +850 +8%
Creative Planning
21
Creative Planning
Kansas
$903K 10,830 +49 +0.5%
CAN
22
Cetera Advisor Networks
California
$817K 9,826 +4,353 +80%
EWM
23
Evercore Wealth Management
New York
$771K 9,252 +725 +9%
CB
24
Commerce Bank
Missouri
$761K 9,135 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$749K 8,985 +809 +10%
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