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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 %
Bank of America
1
Bank of America
North Carolina
$85.3M -$113M -1,829,852 -57%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$34M +$3.78M +61,218 +13%
Morgan Stanley
3
Morgan Stanley
New York
$32.1M +$2.57M +41,526 +9%
Wells Fargo
4
Wells Fargo
California
$24.3M -$1.68M -27,108 -6%
UBS Group
5
UBS Group
Switzerland
$21.6M +$575K +9,306 +3%
Ameriprise
6
Ameriprise
Minnesota
$21.4M +$2.32M +37,454 +12%
LPL Financial
7
LPL Financial
California
$11.2M +$1.13M +18,348 +11%
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$9.23M +$9.52K +154 +0.1%
MWM
9
Mission Wealth Management
California
$9.22M +$881K +14,246 +11%
SB
10
Suntrust Banks
Georgia
$8.14M +$34.1K +552 +0.4%
Betterment LLC
11
Betterment LLC
New York
$8.11M – – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$7.74M +$4.14M +67,000 +115%
RJA
13
Raymond James & Associates
Florida
$7.61M +$270K +4,362 +4%
M&T Bank
14
M&T Bank
New York
$7.35M +$43.5K +704 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.31M +$2.42M +39,206 +50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.92M +$253K +4,086 +4%
HPWM
17
Highland Private Wealth Management
Washington
$6.62M +$392K +6,350 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.05M +$1.24M +19,996 +26%
Mariner
19
Mariner
Kansas
$5.95M +$220K +3,560 +4%
TF
20
Tompkins Financial
New York
$5.03M +$492K +7,958 +11%
EI
21
Ellevest Inc
New York
$4.39M +$3.06M +49,558 +231%
SCA
22
Snowden Capital Advisors
New York
$4.27M +$279K +4,522 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.59M +$1.03M +16,598 +40%
CCM
24
Colorado Capital Management
Colorado
$3.15M -$14.8K -290 -0.5%
GC
25
Garde Capital
Washington
$3.15M -$13.2K -214 -0.4%
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