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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 %
PSC
151
Prentiss Smith & Co
Vermont
$252K +$20K +298 +9%
GWM
152
Greenwich Wealth Management
Connecticut
$250K – – –
MFS
153
McNamara Financial Services
Massachusetts
$249K +$249K +3,720 New
MWM
154
Modera Wealth Management
New Jersey
$246K – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$244K – – –
SCG
156
Sonata Capital Group
Washington
$244K – – –
JIC
157
Johnson Investment Counsel
Ohio
$242K – – –
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$241K -$201K – –
PMG
159
ProVise Management Group
Florida
$241K – – –
AC
160
Alexandria Capital
Virginia
$241K – – –
AIM
161
Acropolis Investment Management
Missouri
$239K – – –
EVM
162
Eaton Vance Management
Massachusetts
$237K – – –
EWF
163
Epstein & White Financial
California
$236K -$5.64K -84 -2%
CAG
164
Crestwood Advisors Group
Massachusetts
$233K – – –
PJSIMP
165
P.J. Schmidt Investment Management (PJS)
Wisconsin
$232K +$232K +3,460 New
SFA
166
Sequoia Financial Advisors
Ohio
$229K +$938 +14 +0.4%
FFN
167
Focus Financial Network
Minnesota
$222K -$10.6K -158 -5%
FAAS
168
First Allied Advisory Services
California
$221K -$1.07K -16 -0.5%
AWM
169
Affinity Wealth Management
Delaware
$218K – – –
WCG
170
Weaver Consulting Group
California
$216K – – –
PA
171
Parkside Advisors
California
$214K +$214K +3,200 New
H
172
HoyleCohen
California
$213K +$213K +3,180 New
CA
173
Callahan Advisors
Texas
$212K +$212K +3,170 New
FM
174
Family Management
New York
$211K – – –
RG
175
Rikoon Group
New Mexico
$211K +$211K +3,150 New
5 6
7
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