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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$9.9M
2
Bank of America
Bank of America
North Carolina
+$8.19M
3
Morgan Stanley
Morgan Stanley
New York
+$6.54M
4
UBS Group
UBS Group
Switzerland
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.63M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$4.17M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
Brown Advisory
Brown Advisory
Maryland
-$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$3.38M – – –
DWM
27
Destination Wealth Management
California
$3.21M +$198K +2,958 +7%
CCM
28
Colorado Capital Management
Colorado
$3.21M -$56.1K -1,062 -2%
KeyBank National Association
29
KeyBank National Association
Ohio
$3.16M – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$3.08M -$203K -3,030 -6%
HPWM
31
Highland Private Wealth Management
Washington
$3M -$4.17M -62,270 -58%
Barclays
32
Barclays
United Kingdom
$2.52M – – –
RFC
33
Regions Financial Corp
Alabama
$2.48M +$511K +7,630 +26%
Brown Advisory
34
Brown Advisory
Maryland
$2.3M -$534K -7,964 -19%
MML Investors Services
35
MML Investors Services
Massachusetts
$2.28M +$1.22M +18,274 +116%
SFP
36
Shepherd Financial Partners
Massachusetts
$2.19M +$4.69K +70 +0.2%
MWM
37
Merriman Wealth Management
Washington
$2.14M – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
CJA
39
C-J Advisory
California
$2.07M +$236K +3,528 +13%
LFASL
40
Lugano Financial Advisors SA (LFA)
Switzerland
$2.05M +$2.05M +30,636 New
AI
41
Accredited Investors
Minnesota
$1.95M -$4.15K -62 -0.2%
HPC
42
HM Payson & Co
Maine
$1.95M +$957K +14,278 +96%
Chevy Chase Trust
43
Chevy Chase Trust
Maryland
$1.93M – – –
B
44
Bailard
California
$1.91M +$184K +2,740 +11%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$1.9M +$454K +7,022 +31%
CRCM
46
Corbett Road Capital Management
Virginia
$1.79M +$1.79M +26,672 New
WTC
47
WhitTier Trust Company
Nevada
$1.69M +$77K +1,150 +5%
Creative Planning
48
Creative Planning
Kansas
$1.64M -$38.3K -572 -2%
AWS
49
AJ Wealth Strategies
New York
$1.52M – – –
VWA
50
VERITY Wealth Advisors
United States
$1.51M – – –
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