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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
+$22.9M
2
Betterment LLC
Betterment LLC
New York
+$14.1M
3
RJA
Raymond James & Associates
Florida
+$9.66M
4
M&T Bank
M&T Bank
New York
+$6.83M
5
Ameriprise
Ameriprise
Minnesota
+$6.62M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$10.9M
2
GC
Garde Capital
Washington
-$2.79M
3
GIP
Granite Investment Partners
California
-$1.46M
4
ACA
Affinity Capital Advisors
California
-$843K
5
DWM
Destination Wealth Management
California
-$656K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
201
North Star Investment Management
Illinois
$67K – – –
BWP
202
Baldwin Wealth Partners
Massachusetts
$66K – – –
HI
203
Hudock Inc
Pennsylvania
$60K +$217 +4 +0.4%
APC
204
Aspire Private Capital
North Carolina
$56K +$1.2K +22 +2%
HIA
205
Harbor Investment Advisory
Maryland
$53K -$33K -604 -38%
AF
206
Advisornet Financial
Minnesota
$51K -$7.29K -132 -13%
SF
207
Synovus Financial
Georgia
$51K +$22.1K +398 +77%
IA
208
IFP Advisors
Florida
$48K +$14.2K +254 +42%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$47K -$19.4K -350 -29%
CAC
210
Certified Advisory Corp
Florida
$46K +$222 +4 +0.5%
AIA
211
Arcadia Investment Advisors
Idaho
$42.8K +$11.6K +212 +37%
FEG
212
Financial Enhancement Group
Indiana
$40K – – –
HR
213
Howe & Rusling
New York
$35K +$35K +640 New
WEC
214
Winslow Evans & Crocker
Massachusetts
$34K – – –
ATC
215
Adirondack Trust Company
New York
$33K – – –
1IA
216
1834 Investment Advisors
Wisconsin
$33K – – –
APA
217
American Portfolios Advisors
New York
$29.5K +$23K +418 +348%
ACA
218
Aptus Capital Advisors
Alabama
$28K – – –
FWM
219
Focused Wealth Management
New York
$25K -$27.1K -494 -52%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$23K -$112 -2 -0.5%
CAAS
221
Capital Asset Advisory Services
Michigan
$21K -$360 -6 -2%
AF
222
Affiance Financial
Minnesota
$21K – – –
ADL
223
Asset Dedication LLC
California
$18K -$2.48K -46 -12%
FHA
224
First Horizon Advisors
Tennessee
$17K +$104 +2 +0.6%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$16K +$16K +286 New
7 8
9
10 11