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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
WCF
226
West Coast Financial
California
$455K 5,184 +5,184 New
BAM
227
Belpointe Asset Management
Nevada
$447K 5,094 -361 -7%
CFA
228
CWS Financial Advisors
Michigan
$444K 5,056 +163 +3%
GL
229
Graypoint LLC
New York
$440K 5,012 +1 +0%
TWM
230
Tradition Wealth Management
Minnesota
$438K 4,986 +319 +7%
CPFP
231
Clear Perspectives Financial Planning
Ohio
$437K 4,978 – –
WWM
232
Western Wealth Management
Colorado
$435K 4,954 +4 +0.1%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$428K 4,876 +93 +2%
TWM
234
TriaGen Wealth Management
California
$424K 4,827 – –
OC
235
Oppenheimer & Co
New York
$417K 4,750 – –
PCM
236
Parsons Capital Management
Rhode Island
$416K 4,737 +55 +1%
Bank of New York Mellon
237
Bank of New York Mellon
New York
$415K 4,730 -20 -0.4%
KNW
238
Kesler Norman & Wride
Utah
$409K 4,662 – –
PI
239
PFG Investments
New York
$409K 4,654 +4,654 New
FCI
240
Financial Counselors Inc
Kansas
$406K 4,626 -344 -7%
PWA
241
Providence Wealth Advisors
Illinois
$404K 4,618 +1,390 +43%
SFG
242
SNS Financial Group
Minnesota
$395K 4,504 – –
BFS
243
Bard Financial Services
Connecticut
$395K 4,500 – –
AFO
244
Arrowroot Family Office
California
$395K 4,497 +4,497 New
PHIC
245
Pine Haven Investment Counsel
Massachusetts
$382K 4,349 -250 -5%
SFG
246
Sage Financial Group
Pennsylvania
$379K 4,320 +13 +0.3%
PCFFS
247
Pacific Center for Financial Services
California
$377K 4,292 +4,292 New
WP
248
WealthSource Partners
California
$376K 4,288 +2 +0%
PFS
249
Prospera Financial Services
Texas
$374K 4,259 +749 +21%
JIC
250
Johnson Investment Counsel
Ohio
$372K 4,244 – –
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10
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