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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$314K -$10.1K -106 -3%
SA
252
SL Advisors
New Jersey
$308K – – –
NFG
253
Next Financial Group
Texas
$306K +$172K +1,800 +129%
BFEC
254
Benjamin F. Edwards & Company
Missouri
$302K – – –
SS
255
Sunbelt Securities
Texas
$302K +$302K +3,143 New
AWA
256
Arete Wealth Advisors
Illinois
$298K +$62.1K +650 +26%
CCM
257
Cribstone Capital Management
Maine
$291K – – –
PFM
258
Peak Financial Management
Massachusetts
$286K -$24.8K -260 -8%
D
259
Diversified
Delaware
$286K +$574 +6 +0.2%
CCFCSB
260
Cape Cod Five Cents Savings Bank
Massachusetts
$284K -$21.9K -229 -7%
DWT
261
Dorsey & Whitney Trust
South Dakota
$283K – – –
FCFS
262
First Command Financial Services
Texas
$279K – – –
FCB
263
First Command Bank
Texas
$279K – – –
HA
264
Harfst & Associates
Wyoming
$273K +$45K +472 +20%
RA
265
RFG Advisory
Alabama
$271K -$2.39K -25 -0.9%
PAM
266
Premier Asset Management
Illinois
$271K +$271K +2,840 New
QCM
267
Quest Capital Management
Texas
$268K -$51.3K -537 -16%
HTC
268
Haverford Trust Company
Pennsylvania
$265K – – –
LI
269
LVZ Inc
Michigan
$263K – – –
MA
270
MUFG Americas
New York
$260K – – –
WLIM
271
White Lighthouse Investment Management
Massachusetts
$260K – – –
BAM
272
Baldrige Asset Management
Pennsylvania
$259K +$7.36K +77 +3%
PCA
273
Personal Capital Advisors
California
$258K -$7.92K -83 -3%
IWM
274
IHT Wealth Management
Illinois
$257K +$1.63K +17 +0.6%
APW
275
Austin Private Wealth
Texas
$256K +$256K +2,681 New
9 10
11
12 13