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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$473M
2
FEG
Fund Evaluation Group
Ohio
+$15.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.83M
4
Osaic Holdings
Osaic Holdings
Arizona
+$3.81M
5
MWM
Mission Wealth Management
California
+$2.02M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$27M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$18M
3
MD
Money Design
Japan
-$13M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.44M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAA
251
Peregrine Asset Advisers
Oregon
$368K +$368K +4,094 New
PIM
252
Progressive Investment Management
Oregon
$360K – – –
BFS
253
Bradley Foster & Sargent
Connecticut
$353K – – –
WP
254
WealthSource Partners
California
$351K -$34.5K -384 -9%
D
255
Dentgroup
Louisiana
$351K -$12.7K -141 -3%
MFC
256
Morris Financial Concepts
South Carolina
$350K +$30K +333 +9%
PFA
257
Pathway Financial Advisors
Vermont
$347K +$1.89K +21 +0.5%
TWM
258
Tradition Wealth Management
Minnesota
$347K +$1.71K +19 +0.5%
BWM
259
Bulltick Wealth Management
Florida
$347K +$1.81K +20 +0.5%
PI
260
PFG Investments
New York
$343K – – –
PHIC
261
Pine Haven Investment Counsel
Massachusetts
$342K – – –
HCM
262
Highview Capital Management
Illinois
$340K – – –
FPFS
263
First Personal Financial Services
North Carolina
$333K -$22.7K -252 -6%
MCM
264
MAI Capital Management
Ohio
$331K +$82K +911 +33%
WCG
265
Weaver Consulting Group
California
$331K – – –
ZAM
266
Zevin Asset Management
Massachusetts
$331K -$167K -1,859 -34%
FCIM
267
Fairview Capital Investment Management
California
$331K -$9K -100 -3%
EFG
268
Ethos Financial Group
Pennsylvania
$329K +$41.6K +460 +14%
MFS
269
McNamara Financial Services
Massachusetts
$326K +$1.17K +13 +0.4%
SFA
270
Sequoia Financial Advisors
Ohio
$322K – – –
FHA
271
Flagship Harbor Advisors
Massachusetts
$322K -$8.28K -92 -3%
NSIM
272
North Star Investment Management
Illinois
$322K +$1.8K +20 +0.6%
GCP
273
GSA Capital Partners
United Kingdom
$312K +$97.6K +1,085 +46%
PA
274
PFG Advisors
Arizona
$309K – – –
GRP
275
Global Retirement Partners
California
$307K -$33.4K -374 -10%
9 10
11
12 13