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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 %
1IA
276
1834 Investment Advisors
Wisconsin
$16K – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$15K – – –
KTC
278
Kistler-Tiffany Companies
Pennsylvania
$15K +$15K +200 New
RE
279
RBC Europe
United Kingdom
$13.2K – – –
WP
280
WealthShield Partners
North Carolina
$13K – – –
PP
281
Pacifica Partners
Canada
$10K – – –
CCM
282
Covington Capital Management
California
$7K – – –
DOA
283
D'Orazio & Associates
Virginia
$6K – – –
F
284
F3Logic
Minnesota
$5.01K +$5.01K +68 New
CA
285
Clearstead Advisors
Ohio
$5K – – –
EW
286
Evoke Wealth
California
$4K – – –
CPW
287
Catalyst Private Wealth
California
$3K +$3K +46 New
NFG
288
Next Financial Group
Texas
$2K +$2K +32 New
HCP
289
Hexagon Capital Partners
Arkansas
$2K +$2K +36 New
WIM
290
Westside Investment Management
California
$1.1K -$9 -118 -0.8%
PMFA
291
Plante Moran Financial Advisors
Michigan
$1K – – –
SXL
292
Summit X LLC
Missouri
$294 +$294 +270 New
JCM
293
Jacobi Capital Management
Pennsylvania
– -$2K -44,638 Closed
TSA
294
Tri-Star Advisors
Texas
– -$395K -5,662 Closed
RW
295
RVW Wealth
California
– -$289K -4,324 Closed
VWA
296
V Wealth Advisors
Kansas
– -$249K -3,714 Closed
SF
297
Synovus Financial
Georgia
– -$50K -744 Closed
FWM
298
Filbrandt Wealth Management
Wisconsin
– -$47K -700 Closed
CFD
299
Creative Financial Designs
Indiana
– -$39K -582 Closed
PIMG
300
Patriot Investment Management Group
Tennessee
– -$28.8K -430 Closed
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12
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