SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

207 hedge funds and large institutions have $459M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 20 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
74
Reduced
43
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$161M
2
Ameriprise
2
Ameriprise
Minnesota
$16.2M
3
Jane Street
3
Jane Street
New York
$3.8M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$29M
5
Morgan Stanley
5
Morgan Stanley
New York
$29.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.2M
2
RJA
2
Raymond James & Associates
Florida
$7.26M
3
DIA
3
Dana Investment Advisors
Wisconsin
$0
4
GIP
4
Granite Investment Partners
California
$0
5
UBS Group
5
UBS Group
Switzerland
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FCH
76
Freestone Capital Holdings
Washington
$656K 5,547 +5,547 New
BAAM
77
Baker Avenue Asset Management
California
$636K 5,379 -270 -5%
CAN
78
Cetera Advisor Networks
California
$627K 5,296 – –
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$617K 5,215 +1,294 +33%
JFA
80
JNBA Financial Advisors
Minnesota
$599K 5,068 +68 +1%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$553K 4,676 -55 -1%
SHCM
82
Stokes & Hubbell Capital Management
Louisiana
$549K 4,640 – –
SGAM
83
Steinberg Global Asset Management
Florida
$543K 4,591 +26 +0.6%
NAM
84
North American Management
Massachusetts
$538K 4,546 +4,546 New
LGWM
85
Litman Gregory Wealth Management
California
$530K 4,481 +51 +1%
SFS
86
Sowell Financial Services
Arkansas
$498K 4,210 +35 +0.8%
CCA
87
Cobblestone Capital Advisors
New York
$491K 4,148 -165 -4%
CIBC Asset Management
88
CIBC Asset Management
Ontario, Canada
$482K 4,080 +4,080 New
CS
89
Credit Suisse
Switzerland
$469K 3,967 -197 -5%
Citigroup
90
Citigroup
New York
$464K 3,925 -498 -11%
GC
91
Grimes & Company
Massachusetts
$453K 3,829 +1,317 +52%
OFG
92
Oxford Financial Group
Indiana
$434K 3,674 +3,674 New
CA
93
Cetera Advisors
Colorado
$433K 3,659 +187 +5%
BOS
94
Bingham Osborn & Scarborough
California
$431K 3,647 +1,056 +41%
PCM
95
Parsons Capital Management
Rhode Island
$410K 3,471 +3 +0.1%
BIA
96
Bigelow Investment Advisors
Maine
$397K 3,356 +881 +36%
PGA
97
Portland Global Advisors
Maine
$387K 3,275 – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$381K 3,219 +1,652 +105%
RWM
99
Ritholtz Wealth Management
New York
$376K 3,177 +176 +6%
FDCC
100
Foster Dykema Cabot & Co
Massachusetts
$369K 3,119 – –
2 3
4
5 6