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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 %
GIP
51
Granite Investment Partners
California
$1.46M +$1.46M +21,230 New
EWM
52
Evercore Wealth Management
New York
$1.39M – – –
MCM
53
Manchester Capital Management
Vermont
$1.32M -$18.2K -272 -1%
UCFA
54
United Capital Financial Advisors
Texas
$1.29M +$299K +4,462 +30%
CPC
55
Consolidated Planning Corp
Georgia
$1.27M +$1.27M +18,952 New
PCG
56
Private Capital Group
Connecticut
$1.26M -$85.8K -1,280 -6%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$200K +2,984 +19%
CB
58
Commerce Bank
Missouri
$1.25M – – –
CWM
59
Cornerstone Wealth Management
Missouri
$1.21M +$435K +6,488 +56%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$1.17M – – –
William Blair & Company
61
William Blair & Company
Illinois
$1.16M +$11.4K +170 +1%
GAM
62
Gould Asset Management
California
$1.12M -$206K -3,080 -16%
CCA
63
Cobblestone Capital Advisors
New York
$1.12M +$32.2K +480 +3%
FIG
64
FundX Investment Group
California
$1.09M – – –
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$1.08M +$88.9K +1,326 +9%
BFA
66
Bluestem Financial Advisors
Illinois
$1.07M +$1.07M +15,944 New
HB
67
Homrich & Berg
Georgia
$1.03M – – –
AIP
68
Ameritas Investment Partners
Nebraska
$1.02M +$151K +2,258 +18%
PAG
69
Private Advisor Group
New Jersey
$1.01M -$243K -3,628 -19%
CPIG
70
Chicago Partners Investment Group
Illinois
$967K +$967K +14,008 New
LGWM
71
Litman Gregory Wealth Management
California
$946K +$352K +5,250 +59%
CG
72
Colony Group
Massachusetts
$905K +$11.9K +178 +1%
SFSG
73
Stearns Financial Services Group
North Carolina
$903K +$134 +2 +0%
APP
74
Avantax Planning Partners
Iowa
$885K – – –
US Bancorp
75
US Bancorp
Minnesota
$881K -$10.7K -160 -1%
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