SUSA icon

iShares ESG Optimized MSCI USA ETF

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
Net Calls
+$8.94M
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
PAIM
276
Punch & Associates Investment Management
Minnesota
$119K -$11.6K -141 -9%
CCM
277
Covington Capital Management
California
$119K +$111K +1,350 +1,350%
CWM
278
Cranbrook Wealth Management
Michigan
$112K +$248 +3 +0.2%
FPW
279
Flagship Private Wealth
Massachusetts
$111K +$111K +1,333 New
NSIM
280
North Star Investment Management
Illinois
$105K +$3.96K +48 +4%
RG
281
Retirement Group
California
$104K +$104K +1,271 New
GAM
282
Gemmer Asset Management
California
$94K -$11K -133 -10%
PFGIA
283
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$39K -474 -30%
ADL
284
Asset Dedication LLC
California
$90K +$912 +11 +1%
MCC
285
Money Concepts Capital
Florida
$87K +$87K +1,056 New
APC
286
Aspire Private Capital
North Carolina
$85K
GEA
287
Glen Eagle Advisors
New Jersey
$79.5K +$50.6K +615 +176%
IA
288
IFP Advisors
Florida
$75K +$166 +2 +0.2%
AF
289
Advisornet Financial
Minnesota
$72K -$5.56K -68 -7%
CWP
290
Concord Wealth Partners
Virginia
$71K +$71K +860 New
HR
291
Howe & Rusling
New York
$70K
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$70K
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$69K +$69K +840 New
BWP
294
Baldwin Wealth Partners
Massachusetts
$68K
AIA
295
Arcadia Investment Advisors
Idaho
$64.6K +$412 +5 +0.6%
PA
296
Parallel Advisors
California
$59K -$314K -3,800 -84%
ACA
297
Aptus Capital Advisors
Alabama
$58K
ATC
298
Adirondack Trust Company
New York
$49K
WEC
299
Winslow Evans & Crocker
Massachusetts
$49K
APA
300
American Portfolios Advisors
New York
$44.4K +$82 +1 +0.2%