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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
ST
Spinnaker Trust
Maine
$57.7M
2
Bank of America
Bank of America
North Carolina
$110M
3
LPL Financial
LPL Financial
California
$25.6M
4
Morgan Stanley
Morgan Stanley
New York
$80.3M
5
Ameriprise
Ameriprise
Minnesota
$41M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.99M
2
RJA
Raymond James & Associates
Florida
$8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$926K
4
Betterment LLC
Betterment LLC
New York
$22.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
3AM
101
3EDGE Asset Management
Florida
$752K +$502K +7,502 +200%
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$742K -$244K -3,654 -25%
JFA
103
JNBA Financial Advisors
Minnesota
$732K -$402 -6 -0.1%
RZH
104
Relyea Zuckerberg Hanson
Connecticut
$732K +$732K +10,942 New
NP
105
NorthRock Partners
Minnesota
$729K -$87.3K -1,306 -11%
CA
106
Cetera Advisors
Colorado
$707K +$3.74K +56 +0.5%
SFS
107
Sowell Financial Services
Arkansas
$695K -$123K -1,838 -15%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$689K -$654K -9,782 -49%
GC
109
Garde Capital
Washington
$689K -$159K -2,384 -19%
BIA
110
Bigelow Investment Advisors
Maine
$661K +$4.68K +70 +0.7%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$626K – – –
PBO
112
Peoples Bank (Ohio)
Ohio
$597K -$40.1K -600 -6%
PA
113
Prism Advisors
California
$564K +$564K +8,430 New
PSC
114
Prentiss Smith & Co
Vermont
$506K +$7.36K +110 +1%
CAN
115
Cetera Advisor Networks
California
$500K -$51.1K -764 -9%
CIBC Asset Management
116
CIBC Asset Management
Ontario, Canada
$500K – – –
BOS
117
Bingham Osborn & Scarborough
California
$490K +$10.4K +156 +2%
RWM
118
Ritholtz Wealth Management
New York
$482K +$51.7K +772 +12%
PA
119
Parkside Advisors
California
$479K +$1.2K +18 +0.3%
5L
120
55I LLC
Massachusetts
$462K +$462K +6,906 New
WB
121
WesBanco Bank
West Virginia
$454K – – –
AAS
122
Avantax Advisory Services
Texas
$448K +$17.1K +256 +4%
BB
123
Bell Bank
North Dakota
$441K – – –
PGA
124
Portland Global Advisors
Maine
$438K – – –
SFG
125
SNS Financial Group
Minnesota
$438K – – –
3 4
5
6 7