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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
251
One Capital Management
California
$470K 4,428 – –
RSWM
252
Robertson Stephens Wealth Management
California
$466K 4,388 +4,388 New
PA
253
PFG Advisors
Arizona
$464K 4,366 +2 +0%
FM
254
Family Management
New York
$463K 4,358 – –
PFA
255
Pathway Financial Advisors
Vermont
$461K 4,665 +4,665 New
FWCM
256
Ferguson Wellman Capital Management
Oregon
$457K 4,305 -237 -5%
PHIC
257
Pine Haven Investment Counsel
Massachusetts
$457K 4,301 +4,301 New
PCFFS
258
Pacific Center for Financial Services
California
$454K 4,269 +7 +0.2%
JIC
259
Johnson Investment Counsel
Ohio
$451K 4,244 +190 +5%
PIM
260
Penobscot Investment Management
Massachusetts
$446K 4,198 +495 +13%
MBTD
261
Mechanics Bank - Trust Department
California
$441K 4,150 – –
PMG
262
ProVise Management Group
Florida
$435K 4,096 -140 -3%
TIA
263
Traphagen Investment Advisors
New Jersey
$431K 4,054 +2 +0%
BWA
264
BDO Wealth Advisors
Florida
$430K 4,046 +8 +0.2%
FPFS
265
First Personal Financial Services
North Carolina
$429K 4,038 -470 -10%
PIM
266
Progressive Investment Management
Oregon
$425K 4,000 – –
PCA
267
Personal Capital Advisors
California
$416K 3,911 +1,234 +46%
SFG
268
SNS Financial Group
Minnesota
$411K 3,868 – –
PAI
269
Pittenger & Anderson Inc
Nebraska
$405K 3,808 -883 -19%
MWM
270
Modera Wealth Management
New Jersey
$402K 3,786 +110 +3%
CG
271
Corundum Group
Colorado
$396K 3,723 +3,723 New
WI
272
Wintrust Investments
Illinois
$390K 3,672 +3,672 New
PA
273
Pinnacle Associates
New York
$389K 3,661 +3,661 New
SCG
274
Sonata Capital Group
Washington
$388K 3,648 – –
9WM
275
9258 Wealth Management
Ohio
$387K 3,643 +3,643 New
9 10
11
12 13