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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 %
PMG
251
ProVise Management Group
Florida
– -$241K -3,600 Closed
AC
252
Alexandria Capital
Virginia
– -$241K -3,590 Closed
EVM
253
Eaton Vance Management
Massachusetts
– -$237K -3,540 Closed
EWF
254
Epstein & White Financial
California
– -$236K -3,518 Closed
CAG
255
Crestwood Advisors Group
Massachusetts
– -$233K -3,470 Closed
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$232K -3,460 Closed
SFA
257
Sequoia Financial Advisors
Ohio
– -$229K -3,418 Closed
FFN
258
Focus Financial Network
Minnesota
– -$222K -3,320 Closed
FAAS
259
First Allied Advisory Services
California
– -$221K -3,296 Closed
AWM
260
Affinity Wealth Management
Delaware
– -$218K -3,256 Closed
H
261
HoyleCohen
California
– -$213K -3,180 Closed
CA
262
Callahan Advisors
Texas
– -$212K -3,170 Closed
RG
263
Rikoon Group
New Mexico
– -$211K -3,150 Closed
CF
264
Corrigan Financial
Rhode Island
– -$211K -3,144 Closed
TNB
265
TCF National Bank
South Dakota
– -$205K -3,060 Closed
DAS
266
Dynamic Advisor Solutions
Arizona
– -$204K -3,042 Closed
BCI
267
Brinker Capital Investments
Pennsylvania
– -$145K -2,160 Closed
TRCT
268
Tower Research Capital (TRC)
New York
– -$123K -1,838 Closed
ACM
269
Anfield Capital Management
California
– -$107K -1,544 Closed
MWP
270
MYCIO Wealth Partners
Pennsylvania
– -$67K -1,000 Closed
PCIA
271
Prime Capital Investment Advisors
Kansas
– -$64K -952 Closed
MAWCM
272
Mine & Arao Wealth Creation & Management
California
– -$28K -420 Closed
HWM
273
Howard Wealth Management
Connecticut
– -$22K -332 Closed
SHWM
274
Silicon Hills Wealth Management
Texas
– -$43 -2 Closed
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