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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 %
TA
101
Tiedemann Advisors
New York
$864K – – –
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$863K +$47.5K +646 +6%
IFAM
103
Institutional & Family Asset Management
Colorado
$863K -$55.5K -754 -6%
SFSG
104
Stearns Financial Services Group
North Carolina
$837K -$49.7K -676 -6%
JFA
105
JNBA Financial Advisors
Minnesota
$826K +$21.2K +288 +3%
GWM
106
Greenwich Wealth Management
Connecticut
$822K -$242K -3,296 -23%
VCM
107
Vivaldi Capital Management
Illinois
$820K – – –
BIA
108
Bigelow Investment Advisors
Maine
$815K +$87.4K +1,188 +12%
NP
109
NorthRock Partners
Minnesota
$802K +$441 +6 +0.1%
Bank of New York Mellon
110
Bank of New York Mellon
New York
$758K – – –
MWM
111
MBE Wealth Management
Wisconsin
$755K – – –
CA
112
Cetera Advisors
Colorado
$731K -$46.8K -636 -6%
PFO
113
Pathstone Family Office
New Jersey
$730K -$150K -2,046 -17%
CAN
114
Cetera Advisor Networks
California
$724K +$174K +2,364 +32%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$688K – – –
SFS
116
Sowell Financial Services
Arkansas
$680K -$84.9K -1,154 -11%
SWP
117
Stratos Wealth Partners
Ohio
$679K -$170K -2,306 -20%
ZAM
118
Zevin Asset Management
Massachusetts
$647K +$647K +8,800 New
PBO
119
Peoples Bank (Ohio)
Ohio
$637K -$20K -272 -3%
3AM
120
3EDGE Asset Management
Florida
$607K -$220K -2,988 -27%
Stifel Financial
121
Stifel Financial
Missouri
$600K -$278K -3,784 -32%
AGA
122
Arkos Global Advisors
Texas
$574K +$574K +7,802 New
AAP
123
Arax Advisory Partners
Colorado
$568K +$568K +7,720 New
CIBC Asset Management
124
CIBC Asset Management
Ontario, Canada
$549K – – –
SPC
125
Sigma Planning Corp
Michigan
$543K +$543K +7,378 New
3 4
5
6 7