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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

130 hedge funds and large institutions have $208M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
3.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
50
Reduced
26
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.16M
2
Jane Street
Jane Street
New York
+$3.42M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.71M
4
Wells Fargo
Wells Fargo
California
+$2.57M
5
Ameriprise
Ameriprise
Minnesota
+$1.63M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.43M
2
SB
Suntrust Banks
Georgia
-$4.91M
3
MHI
Miller Howard Investments
New York
-$1.72M
4
GIP
Granite Investment Partners
California
-$1.23M
5
DIA
Dana Investment Advisors
Wisconsin
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.4M -$5.43M -110,484 -11%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.6M -$81.6K -1,662 -0.4%
Wells Fargo
3
Wells Fargo
California
$18.8M +$2.57M +52,226 +16%
Morgan Stanley
4
Morgan Stanley
New York
$17.9M +$5.16M +104,982 +41%
UBS Group
5
UBS Group
Switzerland
$7.95M +$592K +12,042 +8%
Ameriprise
6
Ameriprise
Minnesota
$6.02M +$1.63M +33,180 +37%
LPL Financial
7
LPL Financial
California
$5.27M -$103K -2,112 -2%
HPWM
8
Highland Private Wealth Management
Washington
$4.91M +$575K +11,700 +13%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$4.1M +$63.4K +1,290 +2%
Jane Street
10
Jane Street
New York
$4M +$3.42M +69,566 +588%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.57M +$2.71M +55,252 +317%
ACM
12
Avalon Capital Management
California
$3.46M +$44.2K +900 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.37M +$358K +7,276 +12%
SB
14
Suntrust Banks
Georgia
$3.02M -$4.91M -99,948 -62%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.94M +$59.2K +1,206 +2%
PWM
16
Patriot Wealth Management
Texas
$2.63M – – –
TCT
17
TIAA CREF Trust
Missouri
$2.57M -$85.8K -1,746 -3%
TF
18
Tompkins Financial
New York
$2.27M +$139K +2,820 +6%
WTC
19
WhitTier Trust Company
Nevada
$2.19M +$15.2K +310 +0.7%
Barclays
20
Barclays
United Kingdom
$1.85M +$4.91K +100 +0.3%
SG Americas Securities
21
SG Americas Securities
New York
$1.85M -$29.5K -600 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.65M +$236K +4,794 +17%
BAAM
23
Baker Avenue Asset Management
California
$1.51M +$304K +6,190 +25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.38M +$167K +3,398 +14%
FIG
25
FundX Investment Group
California
$1.27M – – –
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