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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

111 hedge funds and large institutions have $174M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 4 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
38
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$43.2M
2
SG Americas Securities
2
SG Americas Securities
New York
$3.77M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
Ameriprise
4
Ameriprise
Minnesota
$3.18M
5
PWM
5
Patriot Wealth Management
Texas
$2.46M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.2M
2
Jane Street
2
Jane Street
New York
$792K
3
SB
3
Suntrust Banks
Georgia
$9.74M
4
BAAM
4
Baker Avenue Asset Management
California
$1.35M
5
MHI
5
Miller Howard Investments
New York
$809K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.2M 475,317 +74,220 +19%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$20.7M 227,596 -3,027 -1%
Wells Fargo
3
Wells Fargo
California
$13.2M 145,382 -32,949 -18%
Morgan Stanley
4
Morgan Stanley
New York
$10.9M 119,765 +27,656 +30%
SB
5
Suntrust Banks
Georgia
$9.74M 107,087 -15,640 -13%
UBS Group
6
UBS Group
Switzerland
$5.25M 57,721 +4,392 +8%
LPL Financial
7
LPL Financial
California
$4.67M 51,888 +3,660 +8%
HPWM
8
Highland Private Wealth Management
Washington
$4M 43,930 +9,290 +27%
SG Americas Securities
9
SG Americas Securities
New York
$3.77M 41,436 +41,436 New
ACM
10
Avalon Capital Management
California
$3.32M 36,440 +1,940 +6%
Ameriprise
11
Ameriprise
Minnesota
$3.18M 34,975 +21,167 +153%
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$3.1M 34,070 +2,349 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.63M 28,926 +3,063 +12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.48M 27,281 +277 +1%
PWM
15
Patriot Wealth Management
Texas
$2.46M 27,094 +19,842 +274%
TCT
16
TIAA CREF Trust
Missouri
$2.29M 25,213 -161 -0.6%
FIG
17
FundX Investment Group
California
$1.86M 20,487 +3,000 +17%
WTC
18
WhitTier Trust Company
Nevada
$1.8M 19,801 +1,367 +7%
Barclays
19
Barclays
United Kingdom
$1.71M 18,815 – –
TF
20
Tompkins Financial
New York
$1.67M 18,330 +1,354 +8%
BAAM
21
Baker Avenue Asset Management
California
$1.35M 14,845 -12,335 -45%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.25M 13,697 +4,339 +46%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.22M 13,427 +13,427 New
CAN
24
Cetera Advisor Networks
California
$1.18M 13,022 +2,306 +22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.14M 12,491 +26 +0.2%
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