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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 %
AIP
76
Ameritas Investment Partners
Nebraska
$1.25M +$19.4K +264 +2%
LGWM
77
Litman Gregory Wealth Management
California
$1.22M -$1.47K -20 -0.1%
FIG
78
FundX Investment Group
California
$1.2M – – –
PPA
79
Parametric Portfolio Associates
Washington
$1.18M -$97.1K -1,320 -8%
CCA
80
Cobblestone Capital Advisors
New York
$1.12M -$63.4K -862 -5%
Citigroup
81
Citigroup
New York
$1.11M +$243K +3,308 +28%
TAS
82
TIFF Advisory Services
Pennsylvania
$1.1M +$1.1M +14,952 New
MA
83
Mutual Advisors
Nebraska
$1.09M -$62.1K -844 -5%
GAM
84
Gould Asset Management
California
$1.09M +$4.41K +60 +0.4%
BJL
85
Brighton Jones LLC
Washington
$1.08M +$48.4K +658 +5%
BAAM
86
Baker Avenue Asset Management
California
$1.05M +$10.7K +146 +1%
FCH
87
Freestone Capital Holdings
Washington
$1.05M +$44.4K +604 +4%
RWM
88
Ritholtz Wealth Management
New York
$1.04M +$514K +6,986 +97%
EFSCE
89
Enterprise Financial Services Corp (EFSC)
Missouri
$1.03M +$196K +2,668 +24%
BFA
90
Bluestem Financial Advisors
Illinois
$1.01M -$88.9K -1,208 -8%
CPIG
91
Chicago Partners Investment Group
Illinois
$1M -$14.2K -190 -1%
PSUF
92
People's United Financial
Connecticut
$996K +$116K +1,572 +13%
DADC
93
D.A. Davidson & Co
Montana
$987K +$654K +8,894 +196%
APP
94
Avantax Planning Partners
Iowa
$971K – – –
AAS
95
Avantax Advisory Services
Texas
$970K +$477K +6,490 +97%
WAG
96
Winthrop Advisory Group
Massachusetts
$936K +$64.9K +876 +7%
CG
97
Colony Group
Massachusetts
$927K +$17.2K +234 +2%
US Bancorp
98
US Bancorp
Minnesota
$926K -$3.53K -48 -0.4%
RZH
99
Relyea Zuckerberg Hanson
Connecticut
$905K +$65K +846 +8%
GT
100
Glenview Trust
Kentucky
$866K – – –
2 3
4
5 6