SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

201 hedge funds and large institutions have $382M invested in iShares ESG Optimized MSCI USA ETF in 2018 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+24
Holders Change %
+13.56%
% of All Funds
4.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
63
Reduced
44
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$42.4M
2
Wells Fargo
Wells Fargo
California
+$8.36M
3
RJA
Raymond James & Associates
Florida
+$5.49M
4
DIA
Dana Investment Advisors
Wisconsin
+$3.96M
5
GIP
Granite Investment Partners
California
+$3.13M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$44.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.55M
4
Jane Street
Jane Street
New York
-$1.22M
5
Stifel Financial
Stifel Financial
Missouri
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$114M +$42.4M +822,380 +59%
Wells Fargo
2
Wells Fargo
California
$27.7M +$8.36M +162,110 +43%
Morgan Stanley
3
Morgan Stanley
New York
$24.8M +$1.55M +29,990 +7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$23.2M -$1.06M -20,600 -4%
Ameriprise
5
Ameriprise
Minnesota
$11.5M +$1.26M +24,590 +12%
UBS Group
6
UBS Group
Switzerland
$11.1M +$1.33M +25,720 +14%
RJA
7
Raymond James & Associates
Florida
$10M +$5.49M +106,516 +122%
LPL Financial
8
LPL Financial
California
$8.44M -$184K -3,564 -2%
JPMPWA
9
J.P. Morgan Private Wealth Advisors
California
$7.67M +$1.2M +23,324 +19%
SB
10
Suntrust Banks
Georgia
$7.2M -$943K -18,282 -12%
M&T Bank
11
M&T Bank
New York
$6.32M +$1.7M +32,972 +37%
Betterment LLC
12
Betterment LLC
New York
$6.03M +$2.91M +56,480 +93%
PWM
13
Patriot Wealth Management
Texas
$4.74M -$69.8K -1,354 -1%
HPWM
14
Highland Private Wealth Management
Washington
$4.19M +$133K +2,570 +3%
DIA
15
Dana Investment Advisors
Wisconsin
$3.96M +$3.96M +76,698 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.87M +$192K +3,730 +5%
MWM
17
Mission Wealth Management
California
$3.85M +$60.9K +1,180 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.51M +$376K +7,284 +12%
TF
19
Tompkins Financial
New York
$3.36M +$77.8K +1,508 +2%
GIP
20
Granite Investment Partners
California
$3.13M +$3.13M +60,648 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.01M +$2.1M +40,712 +232%
SCA
22
Snowden Capital Advisors
New York
$2.8M -$239K -4,630 -8%
CCM
23
Colorado Capital Management
Colorado
$2.8M -$139K -3,102 -5%
Brown Advisory
24
Brown Advisory
Maryland
$2.79M +$604K +11,704 +28%
Northern Trust
25
Northern Trust
Illinois
$2.6M – – –
1
2 3 4 5