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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

123 hedge funds and large institutions have $188M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.03M
2
Wells Fargo
Wells Fargo
California
+$1.78M
3
UBS Group
UBS Group
Switzerland
+$1.58M
4
GIP
Granite Investment Partners
California
+$1.23M
5
MHI
Miller Howard Investments
New York
+$1.07M

Top Sellers

1
SB
Suntrust Banks
Georgia
-$2.43M
2
SG Americas Securities
SG Americas Securities
New York
-$2.05M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$768K
4
FIG
FundX Investment Group
California
-$694K
5
Jane Street
Jane Street
New York
-$257K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$45.8M +$2.03M +44,024 +5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$21.2M +$277K +6,026 +1%
Wells Fargo
3
Wells Fargo
California
$15.2M +$1.78M +38,668 +13%
Morgan Stanley
4
Morgan Stanley
New York
$11.9M +$902K +19,604 +8%
SB
5
Suntrust Banks
Georgia
$7.43M -$2.43M -52,746 -25%
UBS Group
6
UBS Group
Switzerland
$6.9M +$1.58M +34,436 +30%
LPL Financial
7
LPL Financial
California
$5.09M +$280K +6,032 +6%
Ameriprise
8
Ameriprise
Minnesota
$4.09M +$887K +19,386 +28%
HPWM
9
Highland Private Wealth Management
Washington
$4.06M +$15.6K +340 +0.4%
JPMPWA
10
J.P. Morgan Private Wealth Advisors
California
$3.78M +$649K +14,104 +21%
ACM
11
Avalon Capital Management
California
$3.2M -$152K -3,300 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.82M +$313K +6,798 +12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.7M +$38.6K +838 +1%
TCT
14
TIAA CREF Trust
Missouri
$2.48M +$163K +3,542 +7%
PWM
15
Patriot Wealth Management
Texas
$2.47M -$28.3K -616 -1%
WTC
16
WhitTier Trust Company
Nevada
$2.04M +$218K +4,744 +12%
TF
17
Tompkins Financial
New York
$2M +$312K +6,784 +19%
MHI
18
Miller Howard Investments
New York
$1.89M +$1.07M +23,262 +131%
SG Americas Securities
19
SG Americas Securities
New York
$1.76M -$2.05M -44,642 -54%
Barclays
20
Barclays
United Kingdom
$1.73M – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.32M +$61.9K +1,344 +5%
GIP
22
Granite Investment Partners
California
$1.23M +$1.23M +26,344 New
FIG
23
FundX Investment Group
California
$1.19M -$694K -15,090 -37%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.14M -$11.5K -250 -1%
BAAM
25
Baker Avenue Asset Management
California
$1.13M -$237K -5,158 -17%
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