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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.

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
1
Spinnaker Trust
Maine
$57.7M
2
Bank of America
2
Bank of America
North Carolina
$110M
3
LPL Financial
3
LPL Financial
California
$25.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$80.3M
5
Ameriprise
5
Ameriprise
Minnesota
$41M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.99M
2
RJA
2
Raymond James & Associates
Florida
$8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$926K
4
Betterment LLC
4
Betterment LLC
New York
$22.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$110M 820,628 +168,732 +26%
Morgan Stanley
2
Morgan Stanley
New York
$80.3M 600,257 +83,050 +16%
ST
3
Spinnaker Trust
Maine
$57.7M 431,607 +431,607 New
Ameriprise
4
Ameriprise
Minnesota
$41M 301,825 +57,772 +24%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$40.4M 302,349 -2,950 -1%
UBS Group
6
UBS Group
Switzerland
$39.8M 297,535 +22,945 +8%
Wells Fargo
7
Wells Fargo
California
$26.1M 194,804 +1,077 +0.6%
LPL Financial
8
LPL Financial
California
$25.6M 191,407 +84,014 +78%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$23.2M 173,375 +46,467 +37%
Betterment LLC
10
Betterment LLC
New York
$22.9M 171,068 -27,300 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17M 127,301 +20,798 +20%
MWM
12
Mission Wealth Management
California
$13.8M 102,934 +8,798 +9%
Truist Financial
13
Truist Financial
North Carolina
$11M 82,554 -1,134 -1%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$10.5M 78,142 -2,354 -3%
M&T Bank
15
M&T Bank
New York
$9.63M 71,968 +9,788 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$9.36M 69,978 +4,486 +7%
RJA
17
Raymond James & Associates
Florida
$8M 59,834 -99,465 -62%
EI
18
Ellevest Inc
New York
$6.86M 51,289 +6,208 +14%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$6.8M 50,796 +10,317 +25%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.72M 50,213 -23,480 -32%
Mariner
21
Mariner
Kansas
$6.27M 46,855 +765 +2%
TF
22
Tompkins Financial
New York
$5.82M 43,533 -218 -0.5%
BlackRock
23
BlackRock
New York
$4.91M 36,678 -1,090 -3%
SC
24
Scotia Capital
Ontario, Canada
$4.34M 32,400 -779 -2%
SCA
25
Snowden Capital Advisors
New York
$4.19M 31,291 +3,089 +11%
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