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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

169 hedge funds and large institutions have $273M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+15
Holders Change %
+9.74%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
55
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$3M
2
Jane Street
Jane Street
New York
+$2.1M
3
MWM
Mission Wealth Management
California
+$1.67M
4
Stifel Financial
Stifel Financial
Missouri
+$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.24M

Top Sellers

1
HPWM
Highland Private Wealth Management
Washington
-$5.04M
2
Ameriprise
Ameriprise
Minnesota
-$4.59M
3
ACM
Avalon Capital Management
California
-$2.83M
4
CA
Cetera Advisors
Colorado
-$2.8M
5
Bank of America
Bank of America
North Carolina
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$52.6M -$1.54M -27,738 -3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$26.5M +$942K +17,004 +4%
Morgan Stanley
3
Morgan Stanley
New York
$25.1M +$1.12M +20,240 +5%
Wells Fargo
4
Wells Fargo
California
$18.3M +$104K +1,874 +0.6%
UBS Group
5
UBS Group
Switzerland
$10.9M +$959K +17,308 +10%
SB
6
Suntrust Banks
Georgia
$8.88M +$150K +2,708 +2%
Ameriprise
7
Ameriprise
Minnesota
$8.11M -$4.59M -82,688 -36%
LPL Financial
8
LPL Financial
California
$6.91M +$543K +9,800 +9%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$6.26M +$571K +10,298 +10%
PWM
10
Patriot Wealth Management
Texas
$5.25M – – –
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.32M -$708K -12,770 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.88M +$270K +4,866 +7%
Betterment LLC
13
Betterment LLC
New York
$3.56M +$3M +53,912 +537%
M&T Bank
14
M&T Bank
New York
$3.51M +$569K +10,264 +19%
TF
15
Tompkins Financial
New York
$3.3M -$165K -2,976 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.2M -$344K -6,238 -10%
TF
17
TIAA FSB
Florida
$2.95M +$187K +3,366 +7%
Northern Trust
18
Northern Trust
Illinois
$2.79M – – –
RJA
19
Raymond James & Associates
Florida
$2.49M +$201K +3,620 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.47M -$242K -4,370 -9%
WTC
21
WhitTier Trust Company
Nevada
$2.46M -$97.4K -1,756 -4%
MWM
22
Mission Wealth Management
California
$2.4M +$1.67M +30,170 +230%
SCA
23
Snowden Capital Advisors
New York
$2.35M +$482K +8,700 +26%
Jane Street
24
Jane Street
New York
$2.1M +$2.1M +37,836 New
Barclays
25
Barclays
United Kingdom
$2.09M – – –
1
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