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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$9.9M
2
Bank of America
Bank of America
North Carolina
+$8.19M
3
Morgan Stanley
Morgan Stanley
New York
+$6.54M
4
UBS Group
UBS Group
Switzerland
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.63M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$4.17M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
Brown Advisory
Brown Advisory
Maryland
-$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
226
Arcadia Investment Advisors
Idaho
$38.1K +$1.34K +20 +4%
ACA
227
Aptus Capital Advisors
Alabama
$35K +$4.66K +70 +15%
SF
228
Synovus Financial
Georgia
$35K +$18.2K +270 +108%
TPWA
229
TRUE Private Wealth Advisors
Oregon
$33K +$33K +506 New
Fidelity Investments
230
Fidelity Investments
Massachusetts
$28K +$7.48K +110 +36%
MAWCM
231
Mine & Arao Wealth Creation & Management
California
$28K +$28K +420 New
ADL
232
Asset Dedication LLC
California
$26K -$23.4K -342 -47%
AF
233
Affiance Financial
Minnesota
$26K +$26K +390 New
CAAS
234
Capital Asset Advisory Services
Michigan
$25K +$25K +356 New
KPW
235
Kore Private Wealth
New York
$22K +$22K +324 New
HWM
236
Howard Wealth Management
Connecticut
$22K +$22K +332 New
FHA
237
First Horizon Advisors
Tennessee
$21K – – –
GEA
238
Glen Eagle Advisors
New Jersey
$16.8K +$16.8K +250 New
TC
239
Trust Company
Kansas
$16K – – –
GRP
240
Global Retirement Partners
California
$14K – – –
PWMG
241
Prestige Wealth Management Group
New Jersey
$14K – – –
RE
242
RBC Europe
United Kingdom
$12.1K +$12.1K +180 New
PP
243
Pacifica Partners
Canada
$9K +$9K +134 New
APA
244
American Portfolios Advisors
New York
$8.04K – – –
CCM
245
Covington Capital Management
California
$7K – – –
DOA
246
D'Orazio & Associates
Virginia
$5K – – –
NFG
247
Next Financial Group
Texas
$2K – – –
JCM
248
Jacobi Capital Management
Pennsylvania
$2K – – –
FCH
249
Freestone Capital Holdings
Washington
$843 – +2 +0%
SHWM
250
Silicon Hills Wealth Management
Texas
$43 +$43 +2 New
7 8 9
10
11