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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$220M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$26.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.89M
4
US Bancorp
US Bancorp
Minnesota
+$5.88M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.68M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$32.9M
2
Bank of America
Bank of America
North Carolina
-$17.8M
3
Morgan Stanley
Morgan Stanley
New York
-$13.3M
4
BHB
Bank Hapoalim BM
Israel
-$10.9M
5
MD
Money Design
Japan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Peak Financial Management
Massachusetts
$417K +$67K +715 +19%
Renaissance Technologies
252
Renaissance Technologies
New York
$412K +$412K +4,400 New
SFG
253
SNS Financial Group
Minnesota
$411K -$11.2K -120 -3%
SFG
254
Sage Financial Group
Pennsylvania
$405K +$375 +4 +0.1%
PCFFS
255
Pacific Center for Financial Services
California
$402K +$281 +3 +0.1%
WP
256
WealthSource Partners
California
$402K +$187 +2 +0%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$394K -$48.9K -522 -11%
MBTD
258
Mechanics Bank - Trust Department
California
$390K -$1.41K -15 -0.4%
JIC
259
Johnson Investment Counsel
Ohio
$387K -$10.3K -110 -3%
AO
260
Advisor OS
Illinois
$382K +$382K +4,085 New
D
261
Dentgroup
Louisiana
$378K – – –
PIM
262
Progressive Investment Management
Oregon
$375K – – –
FPFS
263
First Personal Financial Services
North Carolina
$371K – – –
PFA
264
Pathway Financial Advisors
Vermont
$359K +$15.3K +163 +4%
TWM
265
Tradition Wealth Management
Minnesota
$359K -$108K -1,153 -23%
BWM
266
Bulltick Wealth Management
Florida
$357K – – –
PI
267
PFG Investments
New York
$357K -$78.9K -843 -18%
GRP
268
Global Retirement Partners
California
$357K +$655 +7 +0.2%
PHIC
269
Pine Haven Investment Counsel
Massachusetts
$356K -$51.5K -550 -13%
WLIM
270
White Lighthouse Investment Management
Massachusetts
$355K – – –
BFS
271
Bradley Foster & Sargent
Connecticut
$353K – – –
FCIM
272
Fairview Capital Investment Management
California
$353K – – –
HCM
273
Highview Capital Management
Illinois
$353K – – –
WCG
274
Weaver Consulting Group
California
$345K – – –
FHA
275
Flagship Harbor Advisors
Massachusetts
$344K +$13.7K +146 +4%
9 10
11
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