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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

329 hedge funds and large institutions have $1.23B invested in iShares ESG Optimized MSCI USA ETF in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 122 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+38
Holders Change %
+13.06%
% of All Funds
5.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
64
Increased
122
Reduced
69
Closed
21
Calls
$8.94M
Puts
–
Net Calls
+$8.94M
Net Calls Change
+$8.94M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$27.2M
2
Morgan Stanley
Morgan Stanley
New York
+$24.7M
3
Deutsche Bank
Deutsche Bank
Germany
+$15.2M
4
Bank of America
Bank of America
North Carolina
+$14M
5
MD
Money Design
Japan
+$9.96M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.87M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.84M
3
TRCT
Tower Research Capital (TRC)
New York
-$3.22M
4
CCM
Colorado Capital Management
Colorado
-$2.79M
5
BRWA
B. Riley Wealth Advisors
Florida
-$2.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
CWS Financial Advisors
Michigan
$403K -$14.7K -179 -4%
FHA
177
Flagship Harbor Advisors
Massachusetts
$402K -$52.9K -642 -12%
PA
178
Prism Advisors
California
$402K +$9.89K +120 +3%
WCM
179
WealthBridge Capital Management
Ohio
$401K +$401K +4,865 New
MBTD
180
Mechanics Bank - Trust Department
California
$397K -$16.5K -200 -4%
COF
181
Capital One Financial
Virginia
$397K – – –
PFA
182
Pathway Financial Advisors
Vermont
$390K +$390K +4,640 New
JWCA
183
J.W. Cole Advisors
Florida
$390K +$390K +4,741 New
DAS
184
Dynamic Advisor Solutions
Arizona
$388K +$24.7K +300 +7%
LFA
185
Legacy Financial Advisors
Kentucky
$387K +$17.1K +208 +5%
KNW
186
Kesler Norman & Wride
Utah
$387K +$387K +4,704 New
FIM
187
Fernwood Investment Management
Massachusetts
$386K +$11.5K +140 +3%
SPIA
188
Steward Partners Investment Advisory
New York
$385K -$175K -2,130 -31%
FA
189
Fountainhead AM
New Jersey
$380K +$380K +4,613 New
WWM
190
WJ Wealth Management
Arizona
$379K -$70K -850 -16%
HWA
191
Hilltop Wealth Advisors
North Carolina
$377K +$377K +4,578 New
BFS
192
Bard Financial Services
Connecticut
$370K +$370K +4,500 New
GL
193
Graypoint LLC
New York
$369K +$14.1K +171 +4%
FPFS
194
First Personal Financial Services
North Carolina
$366K -$4.12K -50 -1%
OCM
195
One Capital Management
California
$364K -$4.94K -60 -1%
LWA
196
LWS Wealth Advisors
New Jersey
$363K +$823 +10 +0.2%
PCFFS
197
Pacific Center for Financial Services
California
$362K +$247 +3 +0.1%
FWCM
198
Ferguson Wellman Capital Management
Oregon
$352K -$20.4K -248 -5%
BRWA
199
B. Riley Wealth Advisors
Florida
$349K -$2.59M -31,343 -88%
FCIM
200
Fairview Capital Investment Management
California
$349K – – –
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8
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