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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

243 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.9M
2
Betterment LLC
Betterment LLC
New York
+$14.1M
3
RJA
Raymond James & Associates
Florida
+$9.66M
4
M&T Bank
M&T Bank
New York
+$6.83M
5
Ameriprise
Ameriprise
Minnesota
+$6.62M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.9M
2
GC
Garde Capital
Washington
-$2.79M
3
GIP
Granite Investment Partners
California
-$1.46M
4
ACA
Affinity Capital Advisors
California
-$843K
5
DWM
Destination Wealth Management
California
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
226
Glen Eagle Advisors
New Jersey
$13.7K – – –
KPW
227
Kore Private Wealth
New York
$13K -$5K -90 -28%
TC
228
Trust Company
Kansas
$13K – – –
GRP
229
Global Retirement Partners
California
$12K – – –
PWMG
230
Prestige Wealth Management Group
New Jersey
$11K – – –
WP
231
WealthShield Partners
North Carolina
$10K +$10K +182 New
RE
232
RBC Europe
United Kingdom
$9.88K – – –
PP
233
Pacifica Partners
Canada
$8K – – –
CCM
234
Covington Capital Management
California
$5K – – –
FRA
235
Front Row Advisors
California
$5K +$5K +80 New
CB
236
Community Bank
New York
$5K +$5K +88 New
DOA
237
D'Orazio & Associates
Virginia
$4K – – –
CA
238
Clearstead Advisors
Ohio
$4K +$4K +70 New
CFFP
239
Center for Financial Planning
Michigan
$3K +$3K +48 New
EW
240
Evoke Wealth
California
$2.74K +$2.74K +50 New
NFG
241
Next Financial Group
Texas
$2K – – –
JCM
242
Jacobi Capital Management
Pennsylvania
$2K – – –
WIM
243
Westside Investment Management
California
$856 +$856 +15,612 New
FCH
244
Freestone Capital Holdings
Washington
$745 +$55 +994 +8%
GIP
245
Granite Investment Partners
California
– -$1.46M -21,230 Closed
ACA
246
Affinity Capital Advisors
California
– -$843K -12,574 Closed
LFA
247
Legacy Financial Advisors
Kentucky
– -$330K -4,922 Closed
LWAC
248
Laurel Wealth Advisors (California)
California
– -$273K -4,074 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
– -$255K -3,800 Closed
WU
250
Wealthsimple US
New York
– -$253K -3,776 Closed
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