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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

221 hedge funds and large institutions have $452M invested in iShares ESG Optimized MSCI USA ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
83
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4.14M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.78M
3
EI
Ellevest Inc
New York
+$3.06M
4
Morgan Stanley
Morgan Stanley
New York
+$2.57M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$113M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.49M
3
Jane Street
Jane Street
New York
-$3M
4
BC
Bartlett & Co
Ohio
-$2.35M
5
BCWM
Bartlett & Co Wealth Management
Ohio
-$2.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
201
Arcadia Investment Advisors
Idaho
$33.9K +$33.9K +548 New
ACA
202
Aptus Capital Advisors
Alabama
$28K +$28K +456 New
SBA
203
Secrest Blakey & Associates
North Carolina
$26K – – –
SB
204
Strategic Blueprint
Georgia
$25K +$25K +400 New
FHA
205
First Horizon Advisors
Tennessee
$20K +$123 +2 +0.6%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$19K +$19K +302 New
APSP
207
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$17K +272 New
SF
208
Synovus Financial
Georgia
$15K – – –
TC
209
Trust Company
Kansas
$15K – – –
PWMG
210
Prestige Wealth Management Group
New Jersey
$13K – – –
GRP
211
Global Retirement Partners
California
$13K – – –
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$12K +194 New
APA
213
American Portfolios Advisors
New York
$7.42K -$7.42K -120 -50%
CCM
214
Covington Capital Management
California
$6K – – –
DOA
215
D'Orazio & Associates
Virginia
$5K – – –
EW
216
Evoke Wealth
California
$3.09K +$3.09K +50 New
NFG
217
Next Financial Group
Texas
$2K – – –
JCM
218
Jacobi Capital Management
Pennsylvania
$2K – – –
AWM
219
Avior Wealth Management
Nebraska
$1K +$1K +18 New
FCH
220
Freestone Capital Holdings
Washington
$777 +$85 +1,368 +12%
Citadel Advisors
221
Citadel Advisors
Florida
– -$5.49M -90,084 Closed
BBA
222
Braun-Bostich & Associates
Pennsylvania
– -$150K -5,680 Closed
SMFS
223
Squar Milner Financial Services
California
– -$323K -5,300 Closed
AWM
224
AE Wealth Management
Kansas
– -$220K -3,602 Closed
AC
225
Avestar Capital
New York
– -$51K -850 Closed
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9
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