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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

291 hedge funds and large institutions have $940M invested in iShares ESG Optimized MSCI USA ETF in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 83 reducing their positions, and 14 closing their positions.

Holders
291
Holders Change
+22
Holders Change %
+8.18%
% of All Funds
5.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
37
Increased
94
Reduced
83
Closed
14
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$50.7M
2
Bank of America
2
Bank of America
North Carolina
$135M
3
ST
3
Spinnaker Trust
Maine
$72.2M
4
Wells Fargo
4
Wells Fargo
California
$35.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$13.7M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$6.52M
2
CRCM
2
Corbett Road Capital Management
Virginia
$389K
3
Goldman Sachs
3
Goldman Sachs
New York
$3.26M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$10.5M
5
LFASL
5
Lugano Financial Advisors SA (LFA)
Switzerland
$3.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$135M 918,278 +97,650 +12%
Morgan Stanley
2
Morgan Stanley
New York
$88.1M 599,076 -1,181 -0.2%
ST
3
Spinnaker Trust
Maine
$72.2M 491,045 +59,438 +14%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$50.7M 347,401 +174,026 +100%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$47.5M 322,784 +20,435 +7%
Ameriprise
6
Ameriprise
Minnesota
$46.6M 316,467 +14,642 +5%
UBS Group
7
UBS Group
Switzerland
$43.9M 298,592 +1,057 +0.4%
Wells Fargo
8
Wells Fargo
California
$35.8M 243,589 +48,785 +25%
LPL Financial
9
LPL Financial
California
$34.5M 234,211 +42,804 +22%
Betterment LLC
10
Betterment LLC
New York
$24.8M 168,613 -2,455 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23.7M 161,064 +33,763 +27%
MWM
12
Mission Wealth Management
California
$16.3M 111,137 +8,203 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$13.7M 93,144 +42,931 +85%
Truist Financial
14
Truist Financial
North Carolina
$13M 88,319 +5,765 +7%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.7M 72,621 +2,643 +4%
M&T Bank
16
M&T Bank
New York
$10.5M 71,389 -579 -0.8%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$10.5M 71,308 -6,834 -9%
EI
18
Ellevest Inc
New York
$8.55M 58,109 +6,820 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.39M 57,067 +6,271 +12%
Mariner
20
Mariner
Kansas
$6.89M 46,855 – –
BlackRock
21
BlackRock
New York
$6.53M 44,366 +7,688 +21%
RJA
22
Raymond James & Associates
Florida
$6.52M 44,343 -15,491 -26%
TF
23
Tompkins Financial
New York
$6.4M 43,505 -28 -0.1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$4.92M 33,445 +7,162 +27%
Citadel Advisors
25
Citadel Advisors
Florida
$4.84M 32,904 +22,876 +228%
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