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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 %
CRCM
51
Corbett Road Capital Management
Virginia
$1.8M +$313K +4,680 +21%
Brown Advisory
52
Brown Advisory
Maryland
$1.79M -$590K -8,830 -25%
BCM
53
Brookstone Capital Management
Illinois
$1.63M +$1.63M +24,436 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.61M +$237K +3,538 +17%
Creative Planning
55
Creative Planning
Kansas
$1.6M +$114K +1,702 +8%
GC
56
Grimes & Company
Massachusetts
$1.51M +$665K +9,944 +79%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$1.48M +$174K +2,600 +13%
WTC
58
WhitTier Trust Company
Nevada
$1.44M -$229K -3,426 -14%
VWA
59
VERITY Wealth Advisors
United States
$1.44M – – –
EWM
60
Evercore Wealth Management
New York
$1.39M – – –
UCFA
61
United Capital Financial Advisors
Texas
$1.38M +$134 +2 +0%
Citadel Advisors
62
Citadel Advisors
Florida
$1.34M -$1.91M -28,500 -59%
CWM
63
Cornerstone Wealth Management
Missouri
$1.33M -$17.1K -256 -1%
MCM
64
Manchester Capital Management
Vermont
$1.32M – – –
HB
65
Homrich & Berg
Georgia
$1.29M +$29.4K +440 +2%
William Blair & Company
66
William Blair & Company
Illinois
$1.25M -$1.87K -28 -0.1%
PCG
67
Private Capital Group
Connecticut
$1.25M – – –
CB
68
Commerce Bank
Missouri
$1.23M – – –
AWS
69
AJ Wealth Strategies
New York
$1.23M – – –
PAG
70
Private Advisor Group
New Jersey
$1.19M -$68.5K -1,024 -5%
PPA
71
Parametric Portfolio Associates
Washington
$1.16M +$1.16M +17,296 New
AIP
72
Ameritas Investment Partners
Nebraska
$1.12M +$29.4K +440 +3%
LGWM
73
Litman Gregory Wealth Management
California
$1.11M -$6.02K -90 -0.5%
FIG
74
FundX Investment Group
California
$1.09M – – –
CCA
75
Cobblestone Capital Advisors
New York
$1.07M -$36.4K -544 -3%
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