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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

291 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.4M
2
Bank of America
Bank of America
North Carolina
+$14.4M
3
ST
Spinnaker Trust
Maine
+$8.74M
4
Wells Fargo
Wells Fargo
California
+$7.18M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.31M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$2.28M
2
CRCM
Corbett Road Capital Management
Virginia
-$1.6M
3
Goldman Sachs
Goldman Sachs
New York
-$1.07M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$1.01M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$688K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
226
New Capital Management
Texas
$204K – – –
LI
227
LVZ Inc
Michigan
$202K +$202K +2,748 New
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$201K -$131K -1,768 -39%
MA
229
MUFG Americas
New York
$200K – – –
OC
230
Oakworth Capital
Alabama
$196K – – –
RTC
231
Riverview Trust Company
Washington
$192K – – –
IWP
232
IAG Wealth Partners
Wisconsin
$187K – – –
FCFS
233
First Command Financial Services
Texas
$185K – – –
FCB
234
First Command Bank
Texas
$185K – – –
HWA
235
HCR Wealth Advisors
California
$184K – – –
FFW
236
Fusion Family Wealth
New York
$177K – – –
GWM
237
Geneos Wealth Management
Colorado
$155K – – –
AWM
238
AllSquare Wealth Management
New York
$149K -$8.81K -120 -6%
BBA
239
Braun-Bostich & Associates
Pennsylvania
$140K – – –
TPWA
240
TRUE Private Wealth Advisors
Oregon
$135K – – –
HFRG
241
Houlihan Financial Resource Group
Virginia
$125K +$125K +1,600 New
FWP
242
FAS Wealth Partners
Kansas
$123K +$443 +6 +0.4%
BAM
243
Barrett Asset Management
New York
$121K -$18.3K -250 -13%
HI
244
Hudock Inc
Pennsylvania
$119K +$37.6K +514 +46%
PAIM
245
Punch & Associates Investment Management
Minnesota
$117K -$59.8K -810 -34%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$10.1K +138 +10%
CWM
247
Cranbrook Wealth Management
Michigan
$99K +$146 +2 +0.1%
GAM
248
Gemmer Asset Management
California
$94K +$295 +4 +0.3%
NSIM
249
North Star Investment Management
Illinois
$90K – – –
ADL
250
Asset Dedication LLC
California
$80K -$39K -524 -33%
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