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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
ST
Spinnaker Trust
Maine
$57.7M
2
Bank of America
Bank of America
North Carolina
$110M
3
LPL Financial
LPL Financial
California
$25.6M
4
Morgan Stanley
Morgan Stanley
New York
$80.3M
5
Ameriprise
Ameriprise
Minnesota
$41M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.99M
2
RJA
Raymond James & Associates
Florida
$8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$926K
4
Betterment LLC
Betterment LLC
New York
$22.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJA
26
C-J Advisory
California
$4.07M +$1.36M +20,328 +50%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$3.97M +$1.91M +28,494 +93%
Goldman Sachs
28
Goldman Sachs
New York
$3.94M – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$3.52M -$382K -5,710 -10%
RFC
30
Regions Financial Corp
Alabama
$3.47M +$998K +14,912 +40%
KeyBank National Association
31
KeyBank National Association
Ohio
$3.42M +$126K +1,882 +4%
Northern Trust
32
Northern Trust
Illinois
$3.4M – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$3.22M -$540K -8,080 -14%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.99M -$69.1M -1,032,536 -96%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.93M +$1.12M +16,686 +61%
HPWM
36
Highland Private Wealth Management
Washington
$2.81M -$100K -1,500 -3%
Barclays
37
Barclays
United Kingdom
$2.52M – – –
CCM
38
Colorado Capital Management
Colorado
$2.47M -$26.9K -668 -1%
MML Investors Services
39
MML Investors Services
Massachusetts
$2.28M -$269K -4,016 -11%
BRWA
40
B. Riley Wealth Advisors
Florida
$2.18M +$2.18M +32,646 New
AI
41
Accredited Investors
Minnesota
$2.17M +$129K +1,936 +6%
BWM
42
BigSur Wealth Management
Florida
$2.14M +$2.14M +32,000 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
DWM
44
Destination Wealth Management
California
$2.09M -$324K -4,840 -13%
HPC
45
HM Payson & Co
Maine
$2.06M -$566K -8,460 -22%
SFP
46
Shepherd Financial Partners
Massachusetts
$1.93M -$86.9K -1,300 -4%
Chevy Chase Trust
47
Chevy Chase Trust
Maryland
$1.93M – – –
CPC
48
Consolidated Planning Corp
Georgia
$1.92M +$193K +2,890 +11%
Bank Julius Baer & Co
49
Bank Julius Baer & Co
Switzerland
$1.84M -$160K -2,388 -8%
B
50
Bailard
California
$1.83M +$3.88K +58 +0.2%
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