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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

269 hedge funds and large institutions have $756M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 70 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
269
Holders Change
+26
Holders Change %
+10.7%
% of All Funds
5.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
42
Increased
88
Reduced
70
Closed
15
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
ST
Spinnaker Trust
Maine
+$57.7M
2
Bank of America
Bank of America
North Carolina
+$22.6M
3
LPL Financial
LPL Financial
California
+$11.2M
4
Morgan Stanley
Morgan Stanley
New York
+$11.1M
5
Ameriprise
Ameriprise
Minnesota
+$7.86M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$69.1M
2
RJA
Raymond James & Associates
Florida
-$13.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.71M
4
Betterment LLC
Betterment LLC
New York
-$3.65M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
176
Grace Capital
Massachusetts
$250K -$88K -1,316 -26%
VWA
177
V Wealth Advisors
Kansas
$249K +$249K +3,714 New
VHAM
178
Van Hulzen Asset Management
California
$248K – – –
MWM
179
Modera Wealth Management
New Jersey
$246K – – –
AC
180
Alexandria Capital
Virginia
$245K +$245K +3,670 New
CCFCSB
181
Cape Cod Five Cents Savings Bank
Massachusetts
$244K -$12.4K -186 -5%
SCG
182
Sonata Capital Group
Washington
$244K – – –
BC
183
Brio Consultants
California
$244K +$244K +3,642 New
PMG
184
ProVise Management Group
Florida
$241K +$241K +3,600 New
AIM
185
Acropolis Investment Management
Missouri
$239K – – –
BCWM
186
Bartlett & Co Wealth Management
Ohio
$237K -$22.1K -330 -9%
BC
187
Bartlett & Co
Ohio
$237K -$22K -330 -9%
EVM
188
Eaton Vance Management
Massachusetts
$237K +$237K +3,540 New
WCG
189
Weaver Consulting Group
California
$234K – – –
CAG
190
Crestwood Advisors Group
Massachusetts
$232K +$232K +3,470 New
IWC
191
Integrated Wealth Concepts
Massachusetts
$231K +$231K +3,456 New
FAAS
192
First Allied Advisory Services
California
$230K +$230K +3,436 New
SFA
193
Sequoia Financial Advisors
Ohio
$230K +$230K +3,444 New
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$216K -$216K – –
FM
195
Family Management
New York
$211K – – –
RG
196
Rikoon Group
New Mexico
$211K +$211K +3,150 New
MFG
197
Merit Financial Group
Georgia
$209K +$209K +3,122 New
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$209K +$209K +3,122 New
RICHC
199
Renaissance Investment Consultants Holding Company
Pennsylvania
$206K +$206K +2,954 New
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$206K +$206K +3,078 New
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