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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

139 hedge funds and large institutions have $275M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
50
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$74.2M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$5.43M
3
SB
3
Suntrust Banks
Georgia
$8.23M
4
TSS
4
Two Sigma Securities
New York
$2.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.32M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.58M
2
VF
2
Virtu Financial
New York
$0
3
SG Americas Securities
3
SG Americas Securities
New York
$398K
4
FAAS
4
First Allied Advisory Services
California
$0
5
CAN
5
Cetera Advisor Networks
California
$716K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$74.2M 710,517 +312,263 +78%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$24.5M 234,835 +12,970 +6%
Morgan Stanley
3
Morgan Stanley
New York
$23.1M 221,155 +19,952 +10%
Wells Fargo
4
Wells Fargo
California
$16.8M 160,366 +6,169 +4%
UBS Group
5
UBS Group
Switzerland
$9.46M 90,478 +3,955 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.13M 87,987 +16,100 +22%
SB
7
Suntrust Banks
Georgia
$8.23M 78,772 +50,089 +175%
LPL Financial
8
LPL Financial
California
$5.87M 56,175 +2,898 +5%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$5.43M 52,000 +52,000 New
PWM
10
Patriot Wealth Management
Texas
$5M 47,849 +21,063 +79%
HPWM
11
Highland Private Wealth Management
Washington
$4.81M 46,040 +540 +1%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.68M 44,797 +3,577 +9%
ACM
13
Avalon Capital Management
California
$3.63M 34,755 -100 -0.3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.43M 32,780 +1,621 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.37M 32,270 +591 +2%
Goldman Sachs
16
Goldman Sachs
New York
$3.32M 31,741 +23,043 +265%
TF
17
Tompkins Financial
New York
$2.65M 25,342 +587 +2%
Northern Trust
18
Northern Trust
Illinois
$2.63M 25,200 +18,950 +303%
TSS
19
Two Sigma Securities
New York
$2.6M 24,853 +24,853 New
TF
20
TIAA FSB
Florida
$2.49M 23,776 -2,894 -11%
WTC
21
WhitTier Trust Company
Nevada
$2.37M 22,688 – –
RJA
22
Raymond James & Associates
Florida
$2.21M 21,142 +600 +3%
CA
23
Cetera Advisors
Colorado
$2.15M 20,614 +12,745 +162%
Barclays
24
Barclays
United Kingdom
$1.97M 18,815 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.88M 18,026 +70 +0.4%
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