SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

108 hedge funds and large institutions have $152M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
+2
Holders Change %
+1.89%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
40
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$34.7M
2
ACM
2
Avalon Capital Management
California
$2.98M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$19.9M
4
Barclays
4
Barclays
United Kingdom
$1.63M
5
FIG
5
FundX Investment Group
California
$1.51M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.18M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
MHI
3
Miller Howard Investments
New York
$1.34M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.7M 401,097 +59,083 +17%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$19.9M 230,623 +29,081 +14%
Wells Fargo
3
Wells Fargo
California
$15.4M 178,331 +355 +0.2%
SB
4
Suntrust Banks
Georgia
$10.6M 122,727 – –
Morgan Stanley
5
Morgan Stanley
New York
$7.96M 92,109 +11,755 +15%
UBS Group
6
UBS Group
Switzerland
$4.61M 53,329 +5,110 +11%
LPL Financial
7
LPL Financial
California
$4.18M 48,228 -41,901 -46%
HPWM
8
Highland Private Wealth Management
Washington
$3M 34,640 +6,040 +21%
ACM
9
Avalon Capital Management
California
$2.98M 34,500 +34,500 New
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$2.74M 31,721 +1,070 +3%
Jane Street
11
Jane Street
New York
$2.42M 27,964 +5,232 +23%
BAAM
12
Baker Avenue Asset Management
California
$2.35M 27,180 +2,280 +9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.34M 27,004 +632 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.24M 25,863 +1,654 +7%
TCT
15
TIAA CREF Trust
Missouri
$2.19M 25,374 +269 +1%
Barclays
16
Barclays
United Kingdom
$1.63M 18,815 +18,815 New
WTC
17
WhitTier Trust Company
Nevada
$1.59M 18,434 -800 -4%
FIG
18
FundX Investment Group
California
$1.51M 17,487 +17,487 New
TF
19
Tompkins Financial
New York
$1.47M 16,976 +611 +4%
MHI
20
Miller Howard Investments
New York
$1.34M 15,515 -4,729 -23%
Ameriprise
21
Ameriprise
Minnesota
$1.19M 13,808 +2,727 +25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.08M 12,465 +778 +7%
US Bancorp
23
US Bancorp
Minnesota
$959K 11,095 -250 -2%
CAN
24
Cetera Advisor Networks
California
$927K 10,716 +562 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$809K 9,358 +309 +3%
1
2 3 4 5