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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

154 hedge funds and large institutions have $269M invested in iShares ESG Optimized MSCI USA ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 8 closing their positions.

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
55
Reduced
32
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$12.7M
2
M&T Bank
2
M&T Bank
New York
$2.94M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.43M
4
BC
4
Bartlett & Co
Ohio
$1.46M
5
CA
5
Cetera Advisors
Colorado
$3.05M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$54.2M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
ACM
5
Avalon Capital Management
California
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$54.2M 488,272 -222,245 -31%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$25.6M 230,720 -4,115 -2%
Morgan Stanley
3
Morgan Stanley
New York
$24M 215,931 -5,224 -2%
Wells Fargo
4
Wells Fargo
California
$18.2M 163,997 +3,631 +2%
Ameriprise
5
Ameriprise
Minnesota
$12.7M 114,478 +26,491 +30%
UBS Group
6
UBS Group
Switzerland
$10M 90,022 -456 -0.5%
SB
7
Suntrust Banks
Georgia
$8.75M 78,780 +8 +0%
LPL Financial
8
LPL Financial
California
$6.38M 57,445 +1,270 +2%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$5.7M 51,340 -660 -1%
PWM
10
Patriot Wealth Management
Texas
$5.26M 47,392 -457 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.04M 45,360 +563 +1%
HPWM
12
Highland Private Wealth Management
Washington
$5.04M 45,340 -700 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.62M 32,581 -199 -0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.56M 32,057 -213 -0.7%
TF
15
Tompkins Financial
New York
$3.47M 31,258 +5,916 +23%
CA
16
Cetera Advisors
Colorado
$3.05M 27,454 +6,840 +33%
M&T Bank
17
M&T Bank
New York
$2.94M 26,501 +10,779 +69%
ACM
18
Avalon Capital Management
California
$2.83M 25,435 -9,320 -27%
Northern Trust
19
Northern Trust
Illinois
$2.8M 25,200 – –
TF
20
TIAA FSB
Florida
$2.77M 24,942 +1,166 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.72M 24,485 +6,459 +36%
WTC
22
WhitTier Trust Company
Nevada
$2.56M 23,046 +358 +2%
RJA
23
Raymond James & Associates
Florida
$2.3M 20,684 -458 -2%
Barclays
24
Barclays
United Kingdom
$2.09M 18,815 – –
SCA
25
Snowden Capital Advisors
New York
$1.88M 16,888 -849 -5%
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