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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 %
BFEC
276
Benjamin F. Edwards & Company
Missouri
– -$200K -3,640 Closed
AA
277
Advisory Alpha
Michigan
– -$178K -3,020 Closed
AIC
278
Ameritas Investment Company
Nebraska
– -$127K -2,346 Closed
WAP
279
Wealthcare Advisory Partners
Pennsylvania
– -$95K -1,736 Closed
CAN
280
Claraphi Advisory Network
United States
– -$73K -1,334 Closed
FEG
281
Financial Enhancement Group
Indiana
– -$40K -736 Closed
AF
282
Affiance Financial
Minnesota
– -$21K -390 Closed
CB
283
Community Bank
New York
– -$5K -88 Closed
CFFP
284
Center for Financial Planning
Michigan
– -$3K -48 Closed
NFG
285
Next Financial Group
Texas
– -$2K -32 Closed
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