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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KNW
251
Kesler Norman & Wride
Utah
$384K 4,662 – –
MFS
252
McNamara Financial Services
Massachusetts
$379K 4,607 +4 +0.1%
PHIC
253
Pine Haven Investment Counsel
Massachusetts
$379K 4,599 – –
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$378K 4,593 -9 -0.2%
SFG
255
SNS Financial Group
Minnesota
$371K 4,504 +520 +13%
BFS
256
Bard Financial Services
Connecticut
$370K 4,500 – –
PMG
257
ProVise Management Group
Florida
$355K 4,313 -1,124 -21%
SFG
258
Sage Financial Group
Pennsylvania
$355K 4,307 +7 +0.2%
MW
259
Marcum Wealth
Ohio
$354K 4,296 +4,296 New
PIA
260
Panoramic Investment Advisors
Colorado
$353K 4,291 +4,291 New
WP
261
WealthSource Partners
California
$353K 4,286 -20 -0.5%
FCIM
262
Fairview Capital Investment Management
California
$352K 4,275 – –
Comerica Bank
263
Comerica Bank
Texas
$351K 4,080 – –
JIC
264
Johnson Investment Counsel
Ohio
$349K 4,244 +140 +3%
VFA
265
Valeo Financial Advisors
Indiana
$347K 4,211 +4,211 New
WA
266
Wealth Alliance
New York
$345K 4,187 -2,481 -37%
MBTD
267
Mechanics Bank - Trust Department
California
$342K 4,150 – –
BWA
268
BDO Wealth Advisors
Florida
$337K 4,091 +13 +0.3%
FPF
269
First Pacific Financial
Washington
$335K 4,075 +4,075 New
FA
270
Flagstar Advisors
New York
$331K 4,027 -222 -5%
PIM
271
Progressive Investment Management
Oregon
$329K 4,000 – –
FPFS
272
First Personal Financial Services
North Carolina
$323K 3,928 – –
PFM
273
Peak Financial Management
Massachusetts
$320K 3,884 +180 +5%
MWM
274
Modera Wealth Management
New Jersey
$319K 3,876 +50 +1%
WLIM
275
White Lighthouse Investment Management
Massachusetts
$312K 3,794 -991 -21%
9 10
11
12 13