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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

291 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.7M
2
Bank of America
Bank of America
North Carolina
$135M
3
ST
Spinnaker Trust
Maine
$72.2M
4
Wells Fargo
Wells Fargo
California
$35.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13.7M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$6.52M
2
CRCM
Corbett Road Capital Management
Virginia
$389K
3
Goldman Sachs
Goldman Sachs
New York
$3.26M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$10.5M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
51
Chevy Chase Trust
Maryland
$2.12M – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
BCM
53
Brookstone Capital Management
Illinois
$2.06M +$260K +3,536 +14%
DWM
54
Destination Wealth Management
California
$2.02M -$270K -3,674 -12%
B
55
Bailard
California
$2.02M +$14.7K +200 +0.7%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.93M +$156K +2,120 +9%
SFP
57
Shepherd Financial Partners
Massachusetts
$1.9M -$219K -2,978 -10%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$1.88M +$249K +3,392 +15%
GC
59
Garde Capital
Washington
$1.78M +$1.02M +13,870 +135%
Creative Planning
60
Creative Planning
Kansas
$1.76M +$1.62K +22 +0.1%
Brown Advisory
61
Brown Advisory
Maryland
$1.72M -$249K -3,380 -13%
PAG
62
Private Advisor Group
New Jersey
$1.6M +$296K +4,018 +23%
VWA
63
VERITY Wealth Advisors
United States
$1.58M – – –
WTC
64
WhitTier Trust Company
Nevada
$1.58M -$5.15K -70 -0.3%
William Blair & Company
65
William Blair & Company
Illinois
$1.57M +$194K +2,632 +14%
HB
66
Homrich & Berg
Georgia
$1.55M +$130K +1,768 +9%
EWM
67
Evercore Wealth Management
New York
$1.52M – – –
UCFA
68
United Capital Financial Advisors
Texas
$1.49M -$27.1K -368 -2%
MCM
69
Manchester Capital Management
Vermont
$1.46M +$6.62K +90 +0.5%
GC
70
Grimes & Company
Massachusetts
$1.42M -$244K -3,322 -15%
CWM
71
Cornerstone Wealth Management
Missouri
$1.4M -$70.3K -956 -5%
PCG
72
Private Capital Group
Connecticut
$1.38M +$7.65K +104 +0.6%
CB
73
Commerce Bank
Missouri
$1.35M – – –
AWS
74
AJ Wealth Strategies
New York
$1.35M – – –
NAM
75
North American Management
Massachusetts
$1.3M +$391K +5,310 +43%
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