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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 %
GAM
76
Gould Asset Management
California
$832K 7,575 -800 -10%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$809K 7,373 +2,886 +64%
TA
78
Tiedemann Advisors
New York
$809K 7,370 +1,886 +34%
PFO
79
Pathstone Family Office
New Jersey
$787K 7,167 -67 -0.9%
APP
80
Avantax Planning Partners
Iowa
$724K 6,600 – –
US Bancorp
81
US Bancorp
Minnesota
$707K 6,447 -127 -2%
GC
82
Garde Capital
Washington
$696K 6,342 -25,407 -80%
CG
83
Colony Group
Massachusetts
$694K 6,326 -425 -6%
GC
84
Grimes & Company
Massachusetts
$694K 6,324 +354 +6%
SFS
85
Sowell Financial Services
Arkansas
$671K 6,116 -349 -5%
NP
86
NorthRock Partners
Minnesota
$670K 6,103 +402 +7%
SFSG
87
Stearns Financial Services Group
North Carolina
$650K 5,923 -812 -12%
GT
88
Glenview Trust
Kentucky
$646K 5,886 – –
Stifel Financial
89
Stifel Financial
Missouri
$635K 5,800 +1,331 +30%
IFAM
90
Institutional & Family Asset Management
Colorado
$621K 5,656 -224 -4%
SWP
91
Stratos Wealth Partners
Ohio
$604K 5,504 +470 +9%
JFA
92
JNBA Financial Advisors
Minnesota
$601K 5,472 +99 +2%
WAG
93
Winthrop Advisory Group
Massachusetts
$598K 5,450 +2,224 +69%
PSUF
94
People's United Financial
Connecticut
$589K 5,369 +1,542 +40%
EFSCE
95
Enterprise Financial Services Corp (EFSC)
Missouri
$577K 5,260 -468 -8%
CA
96
Cetera Advisors
Colorado
$577K 5,260 +611 +13%
Citigroup
97
Citigroup
New York
$566K 5,153 +143 +3%
BIA
98
Bigelow Investment Advisors
Maine
$539K 4,910 +370 +8%
NAM
99
North American Management
Massachusetts
$531K 4,833 +12 +0.2%
PBO
100
Peoples Bank (Ohio)
Ohio
$523K 4,766 -445 -9%
2 3
4
5 6