SUSA icon

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.

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
1
Morgan Stanley
New York
$56.8M
2
Betterment LLC
2
Betterment LLC
New York
$21.8M
3
RJA
3
Raymond James & Associates
Florida
$17.5M
4
M&T Bank
4
M&T Bank
New York
$6.83M
5
Ameriprise
5
Ameriprise
Minnesota
$26.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$71.6M
2
GC
2
Garde Capital
Washington
$696K
3
GIP
3
Granite Investment Partners
California
$0
4
ACA
4
Affinity Capital Advisors
California
$0
5
DWM
5
Destination Wealth Management
California
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$71.6M 651,896 -99,183 -13%
Morgan Stanley
2
Morgan Stanley
New York
$56.8M 517,207 +208,967 +68%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$33.5M 305,299 +20,311 +7%
UBS Group
4
UBS Group
Switzerland
$30.1M 274,590 +59,154 +27%
Ameriprise
5
Ameriprise
Minnesota
$26.5M 244,053 +60,987 +33%
Betterment LLC
6
Betterment LLC
New York
$21.8M 198,368 +128,865 +185%
Wells Fargo
7
Wells Fargo
California
$21.3M 193,727 -70 -0%
RJA
8
Raymond James & Associates
Florida
$17.5M 159,299 +88,023 +123%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$13.9M 126,908 +56,352 +80%
LPL Financial
10
LPL Financial
California
$11.8M 107,393 +12,437 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.7M 106,503 +20,253 +23%
MWM
12
Mission Wealth Management
California
$10.3M 94,136 +7,825 +9%
Truist Financial
13
Truist Financial
North Carolina
$9.19M 83,688 +2,084 +3%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$8.84M 80,496 +4,727 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.09M 73,693 +9,967 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.19M 65,492 +6,266 +11%
M&T Bank
17
M&T Bank
New York
$6.83M 62,180 +62,180 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.44M 49,596 +49,596 New
Mariner
19
Mariner
Kansas
$5.06M 46,090 – –
EI
20
Ellevest Inc
New York
$4.95M 45,081 +5,118 +13%
TF
21
Tompkins Financial
New York
$4.8M 43,751 +523 +1%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.44M 40,479 +12,553 +45%
BlackRock
23
BlackRock
New York
$4.15M 37,768 +32,323 +594%
SC
24
Scotia Capital
Ontario, Canada
$3.64M 33,179 +33,179 New
Goldman Sachs
25
Goldman Sachs
New York
$3.23M 29,447 – –
1
2 3 4 5