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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
251
CreativeOne Wealth
Kansas
$270K +$270K +3,069 New
GKWIM
252
Gerber Kawasaki Wealth & Investment Management
California
$269K +$2.02K +23 +0.8%
CCM
253
Cribstone Capital Management
Maine
$268K -$879 -10 -0.3%
D
254
Diversified
Delaware
$262K +$132K +1,500 +101%
DWT
255
Dorsey & Whitney Trust
South Dakota
$260K – – –
FCB
256
First Command Bank
Texas
$256K – – –
FCFS
257
First Command Financial Services
Texas
$256K – – –
H
258
HoyleCohen
California
$255K – – –
RA
259
RFG Advisory
Alabama
$251K +$33.3K +380 +15%
RG
260
Rikoon Group
New Mexico
$246K – – –
HWA
261
HCR Wealth Advisors
California
$246K +$26.4K +300 +12%
PCA
262
Personal Capital Advisors
California
$245K +$245K +2,788 New
HTC
263
Haverford Trust Company
Pennsylvania
$244K – – –
NCM
264
New Capital Management
Texas
$244K – – –
Bank of Montreal
265
Bank of Montreal
Ontario, Canada
$242K -$94.8K -1,047 -28%
LI
266
LVZ Inc
Michigan
$241K – – –
WLIM
267
White Lighthouse Investment Management
Massachusetts
$239K – – –
MA
268
MUFG Americas
New York
$239K – – –
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
$238K +$6.69K +72 +3%
LA
270
LexAurum Advisors
Kansas
$235K +$7.9K +90 +3%
BP
271
Ballentine Partners
Massachusetts
$234K – – –
CA
272
Callahan Advisors
Texas
$234K – – –
IWM
273
IHT Wealth Management
Illinois
$234K +$526 +6 +0.2%
Comerica Bank
274
Comerica Bank
Texas
$234K +$234K +2,532 New
BAM
275
Baldrige Asset Management
Pennsylvania
$231K +$231K +2,633 New
9 10
11
12 13