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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$473M
2
FEG
Fund Evaluation Group
Ohio
+$15.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.81M
5
MWM
Mission Wealth Management
California
+$2.02M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$27M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18M
3
MD
Money Design
Japan
-$13M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.44M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
226
Jane Street
New York
$474K -$3.32M -36,900 -87%
FCAS
227
First Command Advisory Services
Texas
$473K +$473K +5,253 New
FPF
228
First Pacific Financial
Washington
$472K -$3.69K -41 -0.8%
TAM
229
Trillium Asset Management
Massachusetts
$472K – – –
AFO
230
Arrowroot Family Office
California
$467K +$7.83K +87 +2%
KDA
231
Kraft Davis & Associates
Missouri
$463K – – –
CFA
232
CWS Financial Advisors
Michigan
$462K -$360 -4 -0.1%
WCF
233
West Coast Financial
California
$460K -$4.5K -50 -1%
TWM
234
TriaGen Wealth Management
California
$456K – – –
WWM
235
Western Wealth Management
Colorado
$453K +$7.47K +83 +2%
GL
236
Graypoint LLC
New York
$451K – – –
MGWM
237
Marks Group Wealth Management
Minnesota
$439K – – –
Bank of New York Mellon
238
Bank of New York Mellon
New York
$438K +$59.6K +662 +16%
AM
239
AGF Management
Ontario, Canada
$432K +$9K +100 +2%
KNW
240
Kesler Norman & Wride
Utah
$419K – – –
PFM
241
Peak Financial Management
Massachusetts
$405K +$3.87K +43 +1%
AGA
242
Arkos Global Advisors
Texas
$403K -$171K -1,907 -30%
FCI
243
Financial Counselors Inc
Kansas
$400K -$3.15K -35 -0.8%
SFG
244
SNS Financial Group
Minnesota
$396K +$271 +3 +0.1%
SFG
245
Sage Financial Group
Pennsylvania
$389K – – –
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$388K +$388K +4,307 New
PCFFS
247
Pacific Center for Financial Services
California
$386K – – –
AO
248
Advisor OS
Illinois
$386K +$18.9K +210 +5%
MBTD
249
Mechanics Bank - Trust Department
California
$372K -$2.25K -25 -0.6%
JIC
250
Johnson Investment Counsel
Ohio
$372K – – –
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10
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