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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
226
McNamara Financial Services
Massachusetts
$324K +$157K +1,907 +94%
AC
227
Alexandria Capital
Virginia
$322K – – –
SCG
228
Sonata Capital Group
Washington
$320K – – –
AIM
229
Acropolis Investment Management
Missouri
$314K – – –
PAI
230
Pittenger & Anderson Inc
Nebraska
$311K – – –
RCM
231
Radnor Capital Management
Pennsylvania
$307K – – –
WCG
232
Weaver Consulting Group
California
$307K – – –
WT
233
Whittier Trust
California
$307K +$8.77K +100 +3%
CAG
234
Crestwood Advisors Group
Massachusetts
$305K – – –
SFA
235
Sequoia Financial Advisors
Ohio
$305K +$877 +10 +0.3%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$298K -$523K -5,959 -64%
VHAM
237
Van Hulzen Asset Management
California
$298K -$5.27K -60 -2%
AWM
238
Affinity Wealth Management
Delaware
$298K – – –
TNB
239
TCF National Bank
South Dakota
$296K -$46.7K -532 -14%
SVWAG
240
Sound View Wealth Advisors Group
Georgia
$296K +$11.8K +134 +4%
BC
241
Brio Consultants
California
$295K +$791 +9 +0.3%
BCWM
242
Bartlett & Co Wealth Management
Ohio
$294K -$4.39K -50 -1%
QCM
243
Quest Capital Management
Texas
$294K -$295K -3,355 -50%
BC
244
Bartlett & Co
Ohio
$294K -$4.39K -50 -1%
PMG
245
ProVise Management Group
Florida
$287K -$153K -1,749 -35%
PFM
246
Peak Financial Management
Massachusetts
$286K – – –
SA
247
SL Advisors
New Jersey
$283K – – –
CCFCSB
248
Cape Cod Five Cents Savings Bank
Massachusetts
$281K -$11.4K -130 -4%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$278K +$61.1K +695 +28%
SAM
250
Secure Asset Management
Michigan
$274K -$17.5K -200 -6%
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