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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
Bank of America
5
Bank of America
North Carolina
$183M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
SVWAG
226
Sound View Wealth Advisors Group
Georgia
$588K 5,850 +25 +0.4%
RJT
227
Raymond James Trust
Florida
$586K 5,830 +5,830 New
EWA
228
EP Wealth Advisors
California
$580K 5,775 -187 -3%
BJL
229
Brighton Jones LLC
Washington
$579K 5,758 -5 -0.1%
EPP
230
ETF Portfolio Partners
Kansas
$576K 5,734 +12 +0.2%
KDA
231
Kraft Davis & Associates
Missouri
$563K 5,513 +265 +5%
TCOV
232
Trust Company of Vermont
Vermont
$557K 5,537 – –
WDL
233
Well Done LLC
Michigan
$556K 5,530 +44 +0.8%
PBO
234
Peoples Bank (Ohio)
Ohio
$551K 5,486 -8 -0.1%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$545K 5,421 – –
WWM
236
Western Wealth Management
Colorado
$544K 5,414 +375 +7%
WWM
237
WJ Wealth Management
Arizona
$543K 5,400 -444 -8%
NB
238
NBT Bank
New York
$540K 5,373 -341 -6%
GWM
239
Grand Wealth Management
Michigan
$535K 5,324 – –
FCAS
240
First Command Advisory Services
Texas
$528K 5,250 -3 -0.1%
WFA
241
West Financial Advisors
Iowa
$522K 5,195 -1,043 -17%
TWM
242
TriaGen Wealth Management
California
$510K 5,070 – –
GL
243
Graypoint LLC
New York
$504K 5,014 +2 +0%
FPF
244
First Pacific Financial
Washington
$504K 5,012 -236 -4%
AM
245
AGF Management
Ontario, Canada
$503K 5,000 +200 +4%
CFA
246
CWS Financial Advisors
Michigan
$500K 4,975 -156 -3%
MGWM
247
Marks Group Wealth Management
Minnesota
$490K 4,878 – –
AFO
248
Arrowroot Family Office
California
$472K 4,692 -501 -10%
NL
249
NEPC LLC
Massachusetts
$471K 4,684 -1,517 -24%
KNW
250
Kesler Norman & Wride
Utah
$469K 4,662 – –
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10
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