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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
MBTD
251
Mechanics Bank - Trust Department
California
$367K 4,180 +30 +0.7%
D
252
Dentgroup
Louisiana
$354K 4,038 -997 -20%
PIM
253
Progressive Investment Management
Oregon
$351K 4,000 – –
FPFS
254
First Personal Financial Services
North Carolina
$347K 3,958 +30 +0.8%
FCB
255
First Command Bank
Texas
$345K 3,927 +855 +28%
FCFS
256
First Command Financial Services
Texas
$345K 3,927 +855 +28%
MWM
257
Modera Wealth Management
New Jersey
$340K 3,876 – –
BWM
258
Bulltick Wealth Management
Florida
$335K 3,815 -28,854 -88%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$333K 3,795 +1 +0%
BFS
260
Bradley Foster & Sargent
Connecticut
$331K 3,775 – –
HCM
261
Highview Capital Management
Illinois
$331K 3,775 – –
FCIM
262
Fairview Capital Investment Management
California
$331K 3,775 -500 -12%
SFA
263
Sequoia Financial Advisors
Ohio
$331K 3,772 +214 +6%
GRP
264
Global Retirement Partners
California
$330K 3,803 +868 +30%
PFM
265
Peak Financial Management
Massachusetts
$328K 3,739 -145 -4%
WCG
266
Weaver Consulting Group
California
$323K 3,682 – –
PFA
267
Pathway Financial Advisors
Vermont
$323K 3,676 +350 +11%
Jane Street
268
Jane Street
New York
$319K 3,633 -9,554 -72%
TFS
269
Thoroughbred Financial Services
Tennessee
$317K 3,617 – –
BFA
270
BBJS Financial Advisors
Washington
$316K 3,604 +482 +15%
PA
271
Pinnacle Associates
New York
$315K 3,585 -53 -1%
SWIG
272
Strategic Wealth Investment Group
Kentucky
$314K 3,575 +346 +11%
MFS
273
McNamara Financial Services
Massachusetts
$313K 3,568 -1,039 -23%
PIM
274
Penobscot Investment Management
Massachusetts
$311K 3,546 -105 -3%
NSIM
275
North Star Investment Management
Illinois
$310K 3,527 +1,115 +46%
9 10
11
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