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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$220M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$26.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.89M
4
US Bancorp
US Bancorp
Minnesota
+$5.88M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.68M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$32.9M
2
Bank of America
Bank of America
North Carolina
-$17.8M
3
Morgan Stanley
Morgan Stanley
New York
-$13.3M
4
BHB
Bank Hapoalim BM
Israel
-$10.9M
5
MD
Money Design
Japan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$511K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$503K +$298K +3,180 +145%
GA
228
GoalVest Advisory
New York
$501K +$501K +5,353 New
GWM
229
Grand Wealth Management
Michigan
$499K – – –
FFA
230
First Foundation Advisors
California
$497K -$81.7K -873 -14%
KDA
231
Kraft Davis & Associates
Missouri
$496K +$496K +5,248 New
FPF
232
First Pacific Financial
Washington
$495K -$166K -1,776 -25%
FANJ
233
Financial Architects (New Jersey)
New Jersey
$493K -$5.06K -54 -1%
TAM
234
Trillium Asset Management
Massachusetts
$492K – – –
WCF
235
West Coast Financial
California
$484K -$1.87K -20 -0.4%
FCFS
236
First Command Financial Services
Texas
$483K +$116K +1,234 +31%
FCB
237
First Command Bank
Texas
$483K +$116K +1,234 +31%
CFA
238
CWS Financial Advisors
Michigan
$481K +$7.4K +79 +2%
AFO
239
Arrowroot Family Office
California
$478K +$57K +609 +14%
TWM
240
TriaGen Wealth Management
California
$475K +$22.8K +243 +5%
AWM
241
Accurate Wealth Management
Florida
$473K +$473K +4,961 New
APG
242
Abacus Planning Group
South Carolina
$471K +$189K +2,013 +67%
GL
243
Graypoint LLC
New York
$469K – – –
MG
244
Mather Group
Illinois
$466K +$466K +4,977 New
WWM
245
Western Wealth Management
Colorado
$464K +$187 +2 +0%
MGWM
246
Marks Group Wealth Management
Minnesota
$457K -$161K -1,715 -26%
AM
247
AGF Management
Ontario, Canada
$440K -$46.8K -500 -10%
KNW
248
Kesler Norman & Wride
Utah
$437K – – –
BFS
249
Bard Financial Services
Connecticut
$421K – – –
FCI
250
Financial Counselors Inc
Kansas
$419K -$14K -150 -3%
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