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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 %
H
201
HoyleCohen
California
$201K +$201K +3,010 New
NCM
202
New Capital Management
Texas
$186K – – –
MA
203
MUFG Americas
New York
$182K – – –
OC
204
Oakworth Capital
Alabama
$178K – – –
RTC
205
Riverview Trust Company
Washington
$174K – – –
IWP
206
IAG Wealth Partners
Wisconsin
$171K +$41K +610 +32%
FCB
207
First Command Bank
Texas
$168K – – –
FCFS
208
First Command Financial Services
Texas
$168K – – –
HWA
209
HCR Wealth Advisors
California
$168K – – –
FFW
210
Fusion Family Wealth
New York
$161K – – –
PAIM
211
Punch & Associates Investment Management
Minnesota
$160K – – –
AWM
212
AllSquare Wealth Management
New York
$144K +$6.97K +104 +5%
GWM
213
Geneos Wealth Management
Colorado
$140K +$27.2K +420 +24%
BAM
214
Barrett Asset Management
New York
$127K – – –
BBA
215
Braun-Bostich & Associates
Pennsylvania
$127K +$24K +360 +23%
PAI
216
Pittenger & Anderson Inc
Nebraska
$125K +$4.57K +68 +4%
TPWA
217
TRUE Private Wealth Advisors
Oregon
$123K – – –
FWP
218
FAS Wealth Partners
Kansas
$111K +$802 +12 +0.7%
ADL
219
Asset Dedication LLC
California
$108K +$85.4K +1,264 +378%
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$96K +$7.06K +106 +8%
CWM
221
Cranbrook Wealth Management
Michigan
$90K +$133 +2 +0.1%
GAM
222
Gemmer Asset Management
California
$85K +$669 +10 +0.8%
NSIM
223
North Star Investment Management
Illinois
$82K – – –
BWP
224
Baldwin Wealth Partners
Massachusetts
$80K – – –
HI
225
Hudock Inc
Pennsylvania
$74K +$266 +4 +0.4%
7 8
9
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