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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.1M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.27M
3
Wells Fargo
3
Wells Fargo
California
$15.2M
4
TF
4
Tompkins Financial
New York
$1.39M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$698K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.84M
2
TAM
2
Trillium Asset Management
Massachusetts
$208K
3
Citadel Advisors
3
Citadel Advisors
Florida
$298K
4
UBS Group
4
UBS Group
Switzerland
$4.1M
5
LPL Financial
5
LPL Financial
California
$7.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$29.1M 342,014 +42,799 +14%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$17.2M 201,542 +489 +0.2%
Wells Fargo
3
Wells Fargo
California
$15.2M 177,976 +12,976 +8%
SB
4
Suntrust Banks
Georgia
$10.4M 122,727 -4,975 -4%
LPL Financial
5
LPL Financial
California
$7.62M 90,129 -7,301 -7%
Morgan Stanley
6
Morgan Stanley
New York
$6.84M 80,354 -92,414 -53%
UBS Group
7
UBS Group
Switzerland
$4.1M 48,219 -10,814 -18%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$2.61M 30,651 -2,493 -8%
HPWM
9
Highland Private Wealth Management
Washington
$2.43M 28,600 +4,850 +20%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.27M 26,608 +19,685 +284%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.25M 26,372 +1,977 +8%
TCT
12
TIAA CREF Trust
Missouri
$2.14M 25,105 +3,403 +16%
BAAM
13
Baker Avenue Asset Management
California
$2.12M 24,900 -590 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.06M 24,209 +1,312 +6%
Jane Street
15
Jane Street
New York
$1.94M 22,732 -2,514 -10%
MHI
16
Miller Howard Investments
New York
$1.72M 20,244 -6,024 -23%
WTC
17
WhitTier Trust Company
Nevada
$1.64M 19,234 +450 +2%
TF
18
Tompkins Financial
New York
$1.39M 16,365 +8,655 +112%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$996K 11,687 -4,197 -26%
Creative Planning
20
Creative Planning
Kansas
$995K 11,693 +863 +8%
US Bancorp
21
US Bancorp
Minnesota
$965K 11,345 -575 -5%
Ameriprise
22
Ameriprise
Minnesota
$943K 11,081 +4,501 +68%
CAN
23
Cetera Advisor Networks
California
$862K 10,154 +328 +3%
EWM
24
Evercore Wealth Management
New York
$779K 9,152 -100 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$770K 9,049 +64 +0.7%
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