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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

243 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.8M
2
Betterment LLC
2
Betterment LLC
New York
$21.8M
3
RJA
3
Raymond James & Associates
Florida
$17.5M
4
M&T Bank
4
M&T Bank
New York
$6.83M
5
Ameriprise
5
Ameriprise
Minnesota
$26.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.6M
2
GC
2
Garde Capital
Washington
$696K
3
GIP
3
Granite Investment Partners
California
$0
4
ACA
4
Affinity Capital Advisors
California
$0
5
DWM
5
Destination Wealth Management
California
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$3.2M 29,138 +6,186 +27%
SCA
27
Snowden Capital Advisors
New York
$3.1M 28,202 -5,805 -17%
HighTower Advisors
28
HighTower Advisors
Illinois
$3.09M 28,156 -3,014 -10%
Northern Trust
29
Northern Trust
Illinois
$2.79M 25,379 +179 +0.7%
KeyBank National Association
30
KeyBank National Association
Ohio
$2.7M 24,600 +1,013 +4%
Citadel Advisors
31
Citadel Advisors
Florida
$2.67M 24,278 +20,863 +611%
HPWM
32
Highland Private Wealth Management
Washington
$2.39M 21,750 -650 -3%
CCM
33
Colorado Capital Management
Colorado
$2.29M 31,084 +720 +2%
CJA
34
C-J Advisory
California
$2.21M 20,131 +4,674 +30%
HPC
35
HM Payson & Co
Maine
$2.16M 19,657 +5,108 +35%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$2.11M 22,062 – –
MML Investors Services
37
MML Investors Services
Massachusetts
$2.09M 19,076 +2,031 +12%
Barclays
38
Barclays
United Kingdom
$2.07M 18,815 – –
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$2.06M 15,318 – –
RFC
40
Regions Financial Corp
Alabama
$2.03M 18,479 – –
DWM
41
Destination Wealth Management
California
$1.98M 18,005 -5,974 -25%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.96M 538,598 +538,598 New
Brown Advisory
43
Brown Advisory
Maryland
$1.96M 17,821 +627 +4%
AI
44
Accredited Investors
Minnesota
$1.68M 15,265 +712 +5%
SFP
45
Shepherd Financial Partners
Massachusetts
$1.65M 15,073 -1,236 -8%
Bank Julius Baer & Co
46
Bank Julius Baer & Co
Switzerland
$1.64M 14,944 +14,944 New
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$1.58M 14,400 – –
Jane Street
48
Jane Street
New York
$1.5M 13,671 +13,671 New
B
49
Bailard
California
$1.5M 13,615 -668 -5%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.49M 13,592 +4,268 +46%
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