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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
83
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.14M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.78M
3
EI
Ellevest Inc
New York
+$3.06M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.49M
3
Jane Street
Jane Street
New York
-$3M
4
BC
Bartlett & Co
Ohio
-$2.35M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
101
Bell Bank
North Dakota
$428K +$428K +6,932 New
RWM
102
Ritholtz Wealth Management
New York
$418K +$124 +2 +0%
PGA
103
Portland Global Advisors
Maine
$405K – – –
WB
104
WesBanco Bank
West Virginia
$403K +$84.7K +1,370 +27%
FDCC
105
Foster Dykema Cabot & Co
Massachusetts
$386K – – –
RC
106
RegentAtlantic Capital
New Jersey
$380K +$90.4K +1,462 +31%
WAG
107
Winthrop Advisory Group
Massachusetts
$373K +$1.24K +20 +0.3%
SWP
108
Stratos Wealth Partners
Ohio
$364K +$32.9K +532 +10%
SFG
109
SNS Financial Group
Minnesota
$355K – – –
AAS
110
Avantax Advisory Services
Texas
$335K +$1.48K +24 +0.4%
WDL
111
Well Done LLC
Michigan
$333K – – –
FPFS
112
First Personal Financial Services
North Carolina
$325K – – –
GC
113
Grace Capital
Massachusetts
$312K – – –
FIM
114
Fernwood Investment Management
Massachusetts
$312K – – –
MBTD
115
Mechanics Bank - Trust Department
California
$310K +$310K +5,020 New
CIM
116
Cambria Investment Management
California
$308K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$307K +$123 +2 +0%
DADC
118
D.A. Davidson & Co
Montana
$300K -$9.39K -152 -3%
WSTAM
119
Wilbanks Smith & Thomas Asset Management
Virginia
$297K – – –
TCOV
120
Trust Company of Vermont
Vermont
$297K – – –
WWM
121
Western Wealth Management
Colorado
$289K -$7.43K -120 -3%
EDRIA
122
Edmonds Duncan Registered Investment Advisors
Kansas
$281K – – –
LFA
123
Legacy Financial Advisors
Kentucky
$278K +$278K +4,502 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$277K -$37.7K -610 -12%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$276K -$831K -13,444 -75%
3 4
5
6 7