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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 %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$513K 4,676 – –
CAN
102
Cetera Advisor Networks
California
$452K 4,122 +238 +6%
TCM
103
Tuttle Capital Management
Connecticut
$446K 4,066 +4,066 New
RA
104
Rational Advisors
New York
$446K 4,066 +4,066 New
CIBC Asset Management
105
CIBC Asset Management
Ontario, Canada
$410K 3,735 – –
BJL
106
Brighton Jones LLC
Washington
$409K 3,730 +1,611 +76%
PSC
107
Prentiss Smith & Co
Vermont
$409K 3,725 +1,843 +98%
OFG
108
Oxford Financial Group
Indiana
$403K 3,674 – –
FHA
109
Flagship Harbor Advisors
Massachusetts
$400K 3,643 -1,731 -32%
BOS
110
Bingham Osborn & Scarborough
California
$394K 3,588 -70 -2%
PA
111
Parkside Advisors
California
$392K 3,572 +1,972 +123%
CCM
112
Coldstream Capital Management
Washington
$389K 3,542 -499 -12%
SPIA
113
Steward Partners Investment Advisory
New York
$378K 3,446 -23 -0.7%
WB
114
WesBanco Bank
West Virginia
$373K 3,392 +134 +4%
MMA
115
Miracle Mile Advisors
California
$371K 3,384 -760 -18%
PCM
116
Parsons Capital Management
Rhode Island
$369K 3,364 -163 -5%
BAM
117
Belpointe Asset Management
Nevada
$363K 3,309 +3,309 New
BB
118
Bell Bank
North Dakota
$362K 3,298 -168 -5%
PGA
119
Portland Global Advisors
Maine
$359K 3,275 – –
SFG
120
SNS Financial Group
Minnesota
$359K 3,274 +232 +8%
AAS
121
Avantax Advisory Services
Texas
$355K 3,228 -40 -1%
RWM
122
Ritholtz Wealth Management
New York
$353K 3,216 +57 +2%
DADC
123
D.A. Davidson & Co
Montana
$338K 3,075 – –
FCI
124
Financial Counselors Inc
Kansas
$333K 3,031 +1,524 +101%
BAAM
125
Baker Avenue Asset Management
California
$323K 2,950 -1,465 -33%
3 4
5
6 7