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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
Bank of America
Bank of America
North Carolina
$235M
3
Ameriprise
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
Morgan Stanley
New York
$191M
5
BHB
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
Citadel Advisors
Florida
$450K
4
Goldman Sachs
Goldman Sachs
New York
$2.23M
5
Betterment LLC
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$408K +$408K +4,250 New
PMG
227
ProVise Management Group
Florida
$406K +$59.6K +622 +17%
PAM
228
Premier Asset Management
Illinois
$401K +$128K +1,335 +47%
MBTD
229
Mechanics Bank - Trust Department
California
$399K – – –
HCM
230
Hengehold Capital Management
Ohio
$395K +$2.69K +28 +0.7%
JIC
231
Johnson Investment Counsel
Ohio
$389K – – –
TIA
232
Traphagen Investment Advisors
New Jersey
$389K +$21.6K +225 +6%
BWA
233
BDO Wealth Advisors
Florida
$387K +$286K +2,980 +282%
PIM
234
Progressive Investment Management
Oregon
$384K +$384K +4,000 New
SFG
235
SNS Financial Group
Minnesota
$371K – – –
PWM
236
Perigon Wealth Management
California
$367K +$367K +3,829 New
PA
237
Parkside Advisors
California
$366K +$767 +8 +0.2%
OWP
238
Obermeyer Wealth Partners
Colorado
$363K – – –
CW
239
CreativeOne Wealth
Kansas
$363K +$36.5K +381 +11%
PIM
240
Penobscot Investment Management
Massachusetts
$355K +$126K +1,314 +55%
MWM
241
Modera Wealth Management
New Jersey
$353K – – –
SCG
242
Sonata Capital Group
Washington
$350K – – –
AWA
243
Arete Wealth Advisors
Illinois
$342K +$42.6K +444 +14%
MKA
244
M. Kulyk & Associates
Georgia
$341K – – –
AC
245
Alexandria Capital
Virginia
$339K -$12.9K -135 -4%
JWA
246
JFS Wealth Advisors
Pennsylvania
$336K – – –
WCG
247
Weaver Consulting Group
California
$336K – – –
WT
248
Whittier Trust
California
$336K – – –
SFA
249
Sequoia Financial Advisors
Ohio
$335K +$1.15K +12 +0.3%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$334K +$19.1K +199 +6%
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