SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
ST
Spinnaker Trust
Maine
+$57.7M
2
Bank of America
Bank of America
North Carolina
+$22.6M
3
LPL Financial
LPL Financial
California
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Ameriprise
Ameriprise
Minnesota
+$7.86M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$69.1M
2
RJA
Raymond James & Associates
Florida
-$13.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.71M
4
Betterment LLC
Betterment LLC
New York
-$3.65M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
251
Trust Company
Kansas
$16K – – –
1IA
252
1834 Investment Advisors
Wisconsin
$15K -$25.9K -380 -63%
KPW
253
Kore Private Wealth
New York
$15K – – –
GRP
254
Global Retirement Partners
California
$14K – – –
PWMG
255
Prestige Wealth Management Group
New Jersey
$14K – – –
RE
256
RBC Europe
United Kingdom
$12K – – –
WP
257
WealthShield Partners
North Carolina
$12K -$698 -10 -5%
RIM
258
Rockbridge Investment Management
New York
$12K +$12K +172 New
CFG
259
Citizens Financial Group
Rhode Island
$12K +$12K +178 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$11K -$7.95K -120 -42%
FRA
261
Front Row Advisors
California
$10K +$4.67K +70 +88%
PP
262
Pacifica Partners
Canada
$9K – – –
CCM
263
Covington Capital Management
California
$7K – – –
CA
264
Clearstead Advisors
Ohio
$5K – – –
DOA
265
D'Orazio & Associates
Virginia
$5K – – –
EW
266
Evoke Wealth
California
$3K – – –
JCM
267
Jacobi Capital Management
Pennsylvania
$2K +$2K +44,610 +159,321%
WIM
268
Westside Investment Management
California
$1.01K -$34 -502 -3%
PMFA
269
Plante Moran Financial Advisors
Michigan
$1K +$1K +10 New
FCH
270
Freestone Capital Holdings
Washington
$914 +$6 +86 +0.6%
Jane Street
271
Jane Street
New York
– -$1.5M -27,342 Closed
MWM
272
Merriman Wealth Management
Washington
– -$1.3M -23,740 Closed
TCM
273
Tuttle Capital Management
Connecticut
– -$446K -8,132 Closed
RA
274
Rational Advisors
New York
– -$446K -8,132 Closed
SMFS
275
Squar Milner Financial Services
California
– -$290K -5,300 Closed
8 9 10
11
12