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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

249 hedge funds and large institutions have $542M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
50
Increased
87
Reduced
37
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$9.9M
2
Bank of America
Bank of America
North Carolina
+$8.19M
3
Morgan Stanley
Morgan Stanley
New York
+$6.54M
4
UBS Group
UBS Group
Switzerland
+$5.43M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.63M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$7.35M
2
HPWM
Highland Private Wealth Management
Washington
-$4.17M
3
Jane Street
Jane Street
New York
-$1.68M
4
FEG
Fund Evaluation Group
Ohio
-$1.63M
5
Brown Advisory
Brown Advisory
Maryland
-$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRIA
126
Edmonds Duncan Registered Investment Advisors
Kansas
$345K +$40.3K +600 +13%
FPFS
127
First Personal Financial Services
North Carolina
$342K -$10.7K -160 -3%
WWM
128
Western Wealth Management
Colorado
$342K +$29.2K +436 +9%
GC
129
Grace Capital
Massachusetts
$339K – – –
MBTD
130
Mechanics Bank - Trust Department
California
$336K – – –
LFA
131
Legacy Financial Advisors
Kentucky
$330K +$28.2K +420 +9%
TCOV
132
Trust Company of Vermont
Vermont
$318K -$4.83K -72 -1%
LWA
133
LWS Wealth Advisors
New Jersey
$315K +$315K +4,702 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$299K – – –
MGIA
135
Moneta Group Investment Advisors
Missouri
$295K +$134 +2 +0%
PCFFS
136
Pacific Center for Financial Services
California
$294K +$805 +12 +0.3%
HA
137
Harborview Advisors
Maine
$290K – – –
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$284K -$18.8K -278 -6%
MCWS
139
McKinley Carter Wealth Services
West Virginia
$284K -$13.9K -208 -5%
BJL
140
Brighton Jones LLC
Washington
$284K +$42.6K +636 +18%
WT
141
Whittier Trust
California
$277K – – –
LWAC
142
Laurel Wealth Advisors (California)
California
$273K +$273K +4,074 New
CCFCSB
143
Cape Cod Five Cents Savings Bank
Massachusetts
$265K -$7.91K -118 -3%
OCM
144
One Capital Management
California
$265K – – –
BSW
145
Buckingham Strategic Wealth
Missouri
$260K – – –
BCWM
146
Bartlett & Co Wealth Management
Ohio
$260K – – –
CFA
147
CWS Financial Advisors
Michigan
$258K +$258K +3,844 New
Renaissance Technologies
148
Renaissance Technologies
New York
$255K +$255K +3,800 New
VHAM
149
Van Hulzen Asset Management
California
$255K +$255K +3,802 New
WU
150
Wealthsimple US
New York
$253K +$253K +3,776 New
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6
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