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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 %
CPC
51
Consolidated Planning Corp
Georgia
$1.42M 12,916 +3,440 +36%
WTC
52
WhitTier Trust Company
Nevada
$1.37M 12,481 -95 -0.8%
MWM
53
Merriman Wealth Management
Washington
$1.3M 11,870 -4,130 -26%
CRCM
54
Corbett Road Capital Management
Virginia
$1.22M 11,136 -2,200 -16%
Creative Planning
55
Creative Planning
Kansas
$1.22M 11,102 -1,118 -9%
VWA
56
VERITY Wealth Advisors
United States
$1.18M 10,744 -507 -5%
EWM
57
Evercore Wealth Management
New York
$1.14M 10,356 – –
UCFA
58
United Capital Financial Advisors
Texas
$1.13M 10,305 +692 +7%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$1.13M 10,266 +2,178 +27%
CWM
60
Cornerstone Wealth Management
Missouri
$1.11M 10,095 +1,105 +12%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.1M 10,041 +1,341 +15%
MCM
62
Manchester Capital Management
Vermont
$1.08M 9,869 – –
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.07M 9,770 +4,242 +77%
HB
64
Homrich & Berg
Georgia
$1.03M 9,421 +1,713 +22%
PAG
65
Private Advisor Group
New Jersey
$1.03M 9,408 +1,849 +24%
William Blair & Company
66
William Blair & Company
Illinois
$1.03M 9,381 +712 +8%
PCG
67
Private Capital Group
Connecticut
$1.02M 9,326 -47 -0.5%
AWS
68
AJ Wealth Strategies
New York
$1.01M 9,180 -2,189 -19%
CB
69
Commerce Bank
Missouri
$1.01M 9,190 -105 -1%
LGWM
70
Litman Gregory Wealth Management
California
$919K 8,369 +1,308 +19%
CCA
71
Cobblestone Capital Advisors
New York
$911K 8,298 -40 -0.5%
BFA
72
Bluestem Financial Advisors
Illinois
$898K 8,179 +207 +3%
AIP
73
Ameritas Investment Partners
Nebraska
$897K 8,173 +594 +8%
FIG
74
FundX Investment Group
California
$896K 8,162 – –
CPIG
75
Chicago Partners Investment Group
Illinois
$852K 7,004 – –
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