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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

172 hedge funds and large institutions have $318M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
61
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11.9M
2
HPWM
Highland Private Wealth Management
Washington
+$4.98M
3
CWM
Cornerstone Wealth Management
Missouri
+$4.56M
4
CCM
Colorado Capital Management
Colorado
+$3.05M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.55M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.1M
2
Morgan Stanley
Morgan Stanley
New York
-$1.27M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$644K
4
PAG
Private Advisor Group
New Jersey
-$229K
5
MHI
Miller Howard Investments
New York
-$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$65.4M +$11.9M +211,392 +22%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$28.3M +$1.32M +23,476 +5%
Morgan Stanley
3
Morgan Stanley
New York
$24.2M -$1.27M -22,592 -5%
Wells Fargo
4
Wells Fargo
California
$20.8M +$2.18M +38,696 +12%
UBS Group
5
UBS Group
Switzerland
$11M -$132K -2,340 -1%
Ameriprise
6
Ameriprise
Minnesota
$9.72M +$1.47M +26,148 +18%
SB
7
Suntrust Banks
Georgia
$8.99M -$49K -868 -0.5%
LPL Financial
8
LPL Financial
California
$8.75M +$1.71M +30,382 +24%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$7.12M +$751K +13,320 +12%
PWM
10
Patriot Wealth Management
Texas
$5.14M -$204K -3,620 -4%
HPWM
11
Highland Private Wealth Management
Washington
$4.98M +$4.98M +88,300 New
M&T Bank
12
M&T Bank
New York
$4.9M +$1.33M +23,510 +37%
RJA
13
Raymond James & Associates
Florida
$4.88M +$2.34M +41,514 +92%
CWM
14
Cornerstone Wealth Management
Missouri
$4.6M +$4.56M +1,028,422 +11,636%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.07M +$122K +2,170 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.75M -$644K -11,422 -15%
Betterment LLC
17
Betterment LLC
New York
$3.63M +$23.6K +418 +0.7%
TF
18
Tompkins Financial
New York
$3.38M +$17.7K +314 +0.5%
TF
19
TIAA FSB
Florida
$3.31M +$306K +5,432 +10%
MWM
20
Mission Wealth Management
California
$3.29M +$845K +14,990 +35%
CCM
21
Colorado Capital Management
Colorado
$3.27M +$3.05M +62,434 +1,390%
SCA
22
Snowden Capital Advisors
New York
$3.18M +$786K +13,932 +33%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.07M -$190K -3,376 -6%
Northern Trust
24
Northern Trust
Illinois
$2.84M – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.75M +$231K +4,090 +9%
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