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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

131 hedge funds and large institutions have $212M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
42
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$2.73M
2
VF
2
Virtu Financial
New York
$2.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.6M
4
RJA
4
Raymond James & Associates
Florida
$2.1M
5
Ameriprise
5
Ameriprise
Minnesota
$7.35M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$40.7M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$0
3
Wells Fargo
3
Wells Fargo
California
$15.8M
4
BAAM
4
Baker Avenue Asset Management
California
$608K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$22.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.7M 398,254 -43,833 -10%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$22.7M 221,865 -7,913 -3%
Morgan Stanley
3
Morgan Stanley
New York
$20.6M 201,203 +19,145 +11%
Wells Fargo
4
Wells Fargo
California
$15.8M 154,197 -36,632 -19%
UBS Group
5
UBS Group
Switzerland
$8.85M 86,523 +5,563 +7%
Ameriprise
6
Ameriprise
Minnesota
$7.35M 71,887 +10,629 +17%
LPL Financial
7
LPL Financial
California
$5.45M 53,277 -571 -1%
HPWM
8
Highland Private Wealth Management
Washington
$4.65M 45,500 -4,450 -9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.22M 41,220 +4,877 +13%
Jane Street
10
Jane Street
New York
$4.21M 41,131 +428 +1%
ACM
11
Avalon Capital Management
California
$3.56M 34,855 -385 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.24M 31,679 -2,639 -8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.19M 31,159 +1,211 +4%
SB
14
Suntrust Banks
Georgia
$2.93M 28,683 -2,057 -7%
PWM
15
Patriot Wealth Management
Texas
$2.74M 26,786 – –
TF
16
TIAA FSB
Florida
$2.73M 26,670 +26,670 New
TF
17
Tompkins Financial
New York
$2.53M 24,755 +1,623 +7%
WTC
18
WhitTier Trust Company
Nevada
$2.32M 22,688 +360 +2%
VF
19
Virtu Financial
New York
$2.31M 22,626 +22,626 New
RJA
20
Raymond James & Associates
Florida
$2.1M 20,542 +12,265 +148%
Barclays
21
Barclays
United Kingdom
$1.92M 18,815 -50 -0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.84M 17,956 +1,190 +7%
SG Americas Securities
23
SG Americas Securities
New York
$1.72M 16,824 -1,991 -11%
M&T Bank
24
M&T Bank
New York
$1.66M 16,239 +6,502 +67%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.57M 15,372 +1,307 +9%
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