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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Ameriprise
2
Ameriprise
Minnesota
$16.2M
3
Jane Street
3
Jane Street
New York
$3.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
RJA
2
Raymond James & Associates
Florida
$7.26M
3
DIA
3
Dana Investment Advisors
Wisconsin
$0
4
GIP
4
Granite Investment Partners
California
$0
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$161M 1,361,163 +257,308 +23%
Morgan Stanley
2
Morgan Stanley
New York
$29.7M 251,482 +11,482 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$29M 245,423 +20,924 +9%
Wells Fargo
4
Wells Fargo
California
$24.2M 204,594 -63,850 -24%
Ameriprise
5
Ameriprise
Minnesota
$16.2M 137,769 +26,330 +24%
UBS Group
6
UBS Group
Switzerland
$11.4M 96,220 -11,821 -11%
LPL Financial
7
LPL Financial
California
$8.92M 75,390 -6,475 -8%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$8.72M 73,755 -573 -0.8%
SB
9
Suntrust Banks
Georgia
$7.81M 66,071 -3,741 -5%
RJA
10
Raymond James & Associates
Florida
$7.26M 61,410 -35,573 -37%
Betterment LLC
11
Betterment LLC
New York
$6.66M 56,350 -2,110 -4%
M&T Bank
12
M&T Bank
New York
$6.32M 53,456 -7,792 -13%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.7M 48,172 +10,613 +28%
MWM
14
Mission Wealth Management
California
$5.45M 46,098 +8,783 +24%
HPWM
15
Highland Private Wealth Management
Washington
$4.83M 40,810 +170 +0.4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.6M 38,871 +4,792 +14%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.22M 35,683 +6,538 +22%
TF
18
Tompkins Financial
New York
$4.14M 34,990 +2,409 +7%
Jane Street
19
Jane Street
New York
$3.8M 32,133 +23,620 +277%
SCA
20
Snowden Capital Advisors
New York
$3.49M 29,494 +2,328 +9%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.14M 26,581 +7,385 +38%
CCM
22
Colorado Capital Management
Colorado
$3.08M 31,390 +50 +0.2%
Northern Trust
23
Northern Trust
Illinois
$2.98M 25,200 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.88M 24,372 +4,839 +25%
Brown Advisory
25
Brown Advisory
Maryland
$2.5M 21,176 -5,852 -22%
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