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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
SNS Financial Group
Minnesota
$370K +$5.74K +60 +2%
TIA
227
Traphagen Investment Advisors
New Jersey
$366K +$96 +1 +0%
PA
228
Parkside Advisors
California
$364K +$573 +6 +0.2%
OWP
229
Obermeyer Wealth Partners
Colorado
$361K – – –
LNC
230
Lincoln National Corp
Pennsylvania
$356K +$287 +3 +0.1%
MWM
231
Modera Wealth Management
New Jersey
$351K -$13.1K -137 -4%
AC
232
Alexandria Capital
Virginia
$351K – – –
SCG
233
Sonata Capital Group
Washington
$349K – – –
PAI
234
Pittenger & Anderson Inc
Nebraska
$348K +$9.65K +101 +3%
PMG
235
ProVise Management Group
Florida
$345K +$32.7K +343 +10%
AIM
236
Acropolis Investment Management
Missouri
$341K – – –
MKA
237
M. Kulyk & Associates
Georgia
$339K -$21.3K -223 -6%
WCG
238
Weaver Consulting Group
California
$334K – – –
RCM
239
Radnor Capital Management
Pennsylvania
$334K – – –
WT
240
Whittier Trust
California
$334K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$334K +$334K +3,500 New
SFA
242
Sequoia Financial Advisors
Ohio
$333K +$669 +7 +0.2%
CAG
243
Crestwood Advisors Group
Massachusetts
$332K – – –
CW
244
CreativeOne Wealth
Kansas
$326K +$32.3K +338 +11%
VHAM
245
Van Hulzen Asset Management
California
$324K – – –
BC
246
Brio Consultants
California
$319K -$1.24K -13 -0.4%
GWM
247
Geneos Wealth Management
Colorado
$318K -$27.8K -288 -8%
BCWM
248
Bartlett & Co Wealth Management
Ohio
$317K -$2.68K -28 -0.8%
BC
249
Bartlett & Co
Ohio
$317K -$2.67K -28 -0.8%
AWM
250
Affinity Wealth Management
Delaware
$316K – – –
8 9
10
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