SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

243 hedge funds and large institutions have $525M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 58 reducing their positions, and 30 closing their positions.

Holders
243
Holders Change
-6
Holders Change %
-2.41%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
87
Reduced
58
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.8M
2
Betterment LLC
2
Betterment LLC
New York
$21.8M
3
RJA
3
Raymond James & Associates
Florida
$17.5M
4
M&T Bank
4
M&T Bank
New York
$6.83M
5
Ameriprise
5
Ameriprise
Minnesota
$26.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.6M
2
GC
2
Garde Capital
Washington
$696K
3
GIP
3
Granite Investment Partners
California
$0
4
ACA
4
Affinity Capital Advisors
California
$0
5
DWM
5
Destination Wealth Management
California
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
151
McKinley Carter Wealth Services
West Virginia
$232K 2,116 -6 -0.3%
SPL
152
Smart Portfolios LLC
Washington
$229K 2,085 +2,085 New
FCIM
153
Fairview Capital Investment Management
California
$225K 2,050 +2,050 New
JIC
154
Johnson Investment Counsel
Ohio
$222K 2,020 +215 +12%
OCM
155
One Capital Management
California
$217K 1,979 – –
ASN
156
Advisory Services Network
Georgia
$217K 1,978 +1,228 +164%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
– – – –
MFS
158
McNamara Financial Services
Massachusetts
$214K 1,947 +87 +5%
BSW
159
Buckingham Strategic Wealth
Missouri
$213K 1,943 – –
BC
160
Bartlett & Co
Ohio
$213K 1,940 +1,940 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$213K 1,940 – –
CCFCSB
162
Cape Cod Five Cents Savings Bank
Massachusetts
$211K 1,918 -58 -3%
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$208K 1,980 -122 -6%
3AM
164
3EDGE Asset Management
Florida
$205K 1,872 -1,219 -39%
GWM
165
Greenwich Wealth Management
Connecticut
$205K 1,866 – –
VHAM
166
Van Hulzen Asset Management
California
$203K 1,851 -50 -3%
MWM
167
Modera Wealth Management
New Jersey
$202K 1,838 – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$200K 1,820 – –
SCG
169
Sonata Capital Group
Washington
$200K 1,824 – –
AIM
170
Acropolis Investment Management
Missouri
$196K 1,785 – –
WCG
171
Weaver Consulting Group
California
$192K 1,750 – –
Deutsche Bank
172
Deutsche Bank
Germany
$190K 1,729 +387 +29%
AA
173
Advisory Alpha
Michigan
$178K 1,510 – –
FM
174
Family Management
New York
$173K 1,575 – –
FANJ
175
Financial Architects (New Jersey)
New Jersey
$169K 1,541 +505 +49%
5 6
7
8 9