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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
$50.7M
2
Bank of America
Bank of America
North Carolina
$135M
3
ST
Spinnaker Trust
Maine
$72.2M
4
Wells Fargo
Wells Fargo
California
$35.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.7M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$6.52M
2
CRCM
Corbett Road Capital Management
Virginia
$389K
3
Goldman Sachs
Goldman Sachs
New York
$3.26M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.5M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
301
MFA Wealth Advisors
Pennsylvania
– -$21.1K -316 Closed
CQS
302
Credential Qtrade Securities
– -$19.4K -290 Closed
KPW
303
Kore Private Wealth
New York
– -$15K -234 Closed
CFG
304
Citizens Financial Group
Rhode Island
– -$12K -178 Closed
RIM
305
Rockbridge Investment Management
New York
– -$12K -172 Closed
Rockefeller Capital Management
306
Rockefeller Capital Management
New York
– -$11K -166 Closed
9 10 11 12
13