SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
WDL
226
Well Done LLC
Michigan
$572K 5,386 – –
EDRIA
227
Edmonds Duncan Registered Investment Advisors
Kansas
$569K 5,719 – –
PA
228
Prism Advisors
California
$564K 5,309 +519 +11%
BAM
229
Barrett Asset Management
New York
$558K 5,250 +4,050 +338%
GWM
230
Grand Wealth Management
Michigan
$557K 5,240 +5,240 New
MFG
231
Monumental Financial Group
Maryland
$553K 5,208 -241 -4%
MFG
232
Merit Financial Group
Georgia
$531K 4,994 – –
RC
233
RegentAtlantic Capital
New Jersey
$530K 4,991 – –
SVWAG
234
Sound View Wealth Advisors Group
Georgia
$529K 4,982 +662 +15%
TCOV
235
Trust Company of Vermont
Vermont
$515K 4,840 +40 +0.8%
COF
236
Capital One Financial
Virginia
$512K 4,816 -64 -1%
CFA
237
CWS Financial Advisors
Michigan
$512K 4,816 +4,816 New
KNW
238
Kesler Norman & Wride
Utah
$500K 4,704 – –
OC
239
Oppenheimer & Co
New York
$494K 4,650 +400 +9%
GSWM
240
Greenup Street Wealth Management
Michigan
$494K 4,649 +4,649 New
Comerica Bank
241
Comerica Bank
Texas
$491K 5,120 +2,936 +134%
CW
242
CreativeOne Wealth
Kansas
$488K 4,595 +807 +21%
AWA
243
Arete Wealth Advisors
Illinois
$485K 4,556 +991 +28%
FCI
244
Financial Counselors Inc
Kansas
$481K 4,531 -631 -12%
MFS
245
McNamara Financial Services
Massachusetts
$481K 4,527 -67 -1%
FCIM
246
Fairview Capital Investment Management
California
$480K 4,525 -250 -5%
BFS
247
Bard Financial Services
Connecticut
$478K 4,500 – –
GL
248
Graypoint LLC
New York
$476K 4,483 – –
HCM
249
Hengehold Capital Management
Ohio
$476K 4,477 +363 +9%
T
250
TCWP
Ohio
$475K 4,478 +4,478 New
8 9
10
11 12