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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
226
Buckingham Strategic Wealth
Missouri
$464K 5,636 -342 -6%
NP
227
NorthRock Partners
Minnesota
$462K 5,615 -318 -5%
BAM
228
Belpointe Asset Management
Nevada
$449K 5,455 -238 -4%
WDL
229
Well Done LLC
Michigan
$449K 5,451 +24 +0.4%
WCFA
230
Walkner Condon Financial Advisors
Wisconsin
$447K 5,434 – –
SG
231
Sharper & Granite
California
$447K 5,433 +5,433 New
PA
232
PFG Advisors
Arizona
$445K 5,402 -275 -5%
HCM
233
Hengehold Capital Management
Ohio
$444K 5,397 +528 +11%
KDA
234
Kraft Davis & Associates
Missouri
$442K 4,999 +4,999 New
TCOV
235
Trust Company of Vermont
Vermont
$442K 5,369 +791 +17%
GWM
236
Grand Wealth Management
Michigan
$438K 5,324 -81 -1%
CFA
237
CWS Financial Advisors
Michigan
$430K 4,893 +58 +1%
D
238
Dentgroup
Louisiana
$414K 5,035 -31 -0.6%
GL
239
Graypoint LLC
New York
$413K 5,011 +1 +0%
CPFP
240
Clear Perspectives Financial Planning
Ohio
$410K 4,978 -20 -0.4%
FCI
241
Financial Counselors Inc
Kansas
$409K 4,970 -25 -0.5%
WWM
242
Western Wealth Management
Colorado
$408K 4,950 -5,762 -54%
NB
243
NBT Bank
New York
$400K 4,854 +4,854 New
LF
244
Lantz Financial
Illinois
$398K 4,839 -1,692 -26%
TWM
245
TriaGen Wealth Management
California
$397K 4,827 – –
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$393K 4,783 -419 -8%
OC
247
Oppenheimer & Co
New York
$391K 4,750 – –
Bank of New York Mellon
248
Bank of New York Mellon
New York
$391K 4,750 +36 +0.8%
PCM
249
Parsons Capital Management
Rhode Island
$385K 4,682 -1,095 -19%
TWM
250
Tradition Wealth Management
Minnesota
$384K 4,667 +254 +6%
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10
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