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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
83
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.14M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.78M
3
EI
Ellevest Inc
New York
+$3.06M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.49M
3
Jane Street
Jane Street
New York
-$3M
4
BC
Bartlett & Co
Ohio
-$2.35M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$3.12M – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.02M -$149K -2,406 -5%
KeyBank National Association
28
KeyBank National Association
Ohio
$2.92M +$80.7K +1,306 +3%
DWM
29
Destination Wealth Management
California
$2.78M +$237K +3,840 +9%
Brown Advisory
30
Brown Advisory
Maryland
$2.62M – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.43M +$741K +11,980 +44%
Barclays
32
Barclays
United Kingdom
$2.33M – – –
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
SFP
34
Shepherd Financial Partners
Massachusetts
$2.01M +$134K +2,170 +7%
Goldman Sachs
35
Goldman Sachs
New York
$2M +$2M +32,278 New
MWM
36
Merriman Wealth Management
Washington
$1.98M +$1.98M +32,000 New
RFC
37
Regions Financial Corp
Alabama
$1.81M -$12K -194 -0.7%
AI
38
Accredited Investors
Minnesota
$1.8M +$15.3K +248 +0.9%
Chevy Chase Trust
39
Chevy Chase Trust
Maryland
$1.78M – – –
CJA
40
C-J Advisory
California
$1.69M +$148K +2,394 +10%
Jane Street
41
Jane Street
New York
$1.68M -$3M -48,574 -64%
FEG
42
Fund Evaluation Group
Ohio
$1.63M -$43.8K -708 -3%
B
43
Bailard
California
$1.6M +$98.3K +1,590 +7%
Creative Planning
44
Creative Planning
Kansas
$1.55M +$270K +4,364 +21%
WTC
45
WhitTier Trust Company
Nevada
$1.48M +$106K +1,720 +8%
AWS
46
AJ Wealth Strategies
New York
$1.41M +$281K +4,542 +25%
VWA
47
VERITY Wealth Advisors
United States
$1.39M -$1.48K -24 -0.1%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$1.39M -$23.2K -376 -2%
EWM
49
Evercore Wealth Management
New York
$1.28M – – –
PCG
50
Private Capital Group
Connecticut
$1.24M +$23.5K +380 +2%
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