SUSA icon

iShares ESG Optimized MSCI USA ETF

177 hedge funds and large institutions have $361M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+5
Holders Change %
+2.91%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
59
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
151
IFP Advisors
Florida
$58K
ADL
152
Asset Dedication LLC
California
$58K +$2.64K +44 +5%
HI
153
Hudock Inc
Pennsylvania
$57K -$15.7K -264 -22%
FWM
154
Focused Wealth Management
New York
$57K
NSIM
155
North Star Investment Management
Illinois
$57K +$358 +6 +0.6%
CAC
156
Certified Advisory Corp
Florida
$48K +$236 +4 +0.5%
FCB
157
First Command Bank
Texas
$48K +$48K +800 New
FCFS
158
First Command Financial Services
Texas
$48K +$48K +800 New
FANJ
159
Financial Architects (New Jersey)
New Jersey
$47K +$47K +788 New
RCAG
160
Rehmann Capital Advisory Group
Michigan
$41.5K
FEG
161
Financial Enhancement Group
Indiana
$38K -$33.4K -566 -47%
WEC
162
Winslow Evans & Crocker
Massachusetts
$36K
1IA
163
1834 Investment Advisors
Wisconsin
$36K
WAM
164
Wealthspire Advisors (Maryland)
Maryland
$33K +$4.24K +72 +15%
MSA
165
Marino Stram & Associates
Massachusetts
$26K
ATC
166
Adirondack Trust Company
New York
$24K
FHA
167
First Horizon Advisors
Tennessee
$19K -$42K -708 -69%
PG
168
Patten Group
Tennessee
$18K +$3K +50 +20%
Deutsche Bank
169
Deutsche Bank
Germany
$17K
MM
170
Main Management
California
$15K +$15K +264 New
TC
171
Trust Company
Kansas
$14K
SF
172
Synovus Financial
Georgia
$12K
ST
173
Smithfield Trust
Pennsylvania
$12K
APA
174
American Portfolios Advisors
New York
$7.16K
BlackRock
175
BlackRock
New York
$5K +$488 +8 +11%