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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 %
HIA
251
Harbor Investment Advisory
Maryland
$79K +$12.8K +174 +19%
APC
252
Aspire Private Capital
North Carolina
$76K – – –
CCM
253
Cribstone Capital Management
Maine
$75K -$1.46K -20 -2%
PFG
254
Piershale Financial Group
Illinois
$71K +$71K +960 New
AF
255
Advisornet Financial
Minnesota
$70K -$591 -8 -0.8%
IA
256
IFP Advisors
Florida
$66K -$5.43K -74 -8%
HR
257
Howe & Rusling
New York
$63K -$9.64K -130 -13%
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$63K – – –
BWP
259
Baldwin Wealth Partners
Massachusetts
$61K -$28K -378 -31%
AIA
260
Arcadia Investment Advisors
Idaho
$57.4K – – –
ACA
261
Aptus Capital Advisors
Alabama
$51K +$7.95K +110 +18%
ATC
262
Adirondack Trust Company
New York
$44K – – –
WEC
263
Winslow Evans & Crocker
Massachusetts
$44K – – –
APA
264
American Portfolios Advisors
New York
$39.6K – – –
FWM
265
Focused Wealth Management
New York
$34K – – –
FHA
266
First Horizon Advisors
Tennessee
$29K +$5.48K +76 +23%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$26K – – –
GEA
268
Glen Eagle Advisors
New Jersey
$25.7K – – –
AA
269
Advisory Alpha
Michigan
$25K +$25K +330 New
FFC
270
Fure Financial Corporation
Minnesota
$24K +$24K +330 New
BHB
271
Bank Hapoalim BM
Israel
$19K +$19K +5,590 New
TC
272
Trust Company
Kansas
$18K – – –
FRA
273
Front Row Advisors
California
$17K +$4.86K +60 +40%
CAAS
274
Capital Asset Advisory Services
Michigan
$16K -$9K -126 -36%
GRP
275
Global Retirement Partners
California
$16K – – –
9 10
11
12 13