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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
Morgan Stanley
New York
$251M
3
RJA
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$333M
5
Bank of America
Bank of America
North Carolina
$183M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$14.3M
2
UBS Group
UBS Group
Switzerland
$61.6M
3
GC
Garde Capital
Washington
$10.3M
4
AWM
AE Wealth Management
Kansas
$255K
5
SWP
Stratos Wealth Partners
Ohio
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Peak Financial Management
Massachusetts
$465K +$12.8K +127 +3%
FCI
252
Financial Counselors Inc
Kansas
$452K +$5.43K +54 +1%
PI
253
PFG Investments
New York
$445K +$61.6K +613 +16%
SFG
254
SNS Financial Group
Minnesota
$441K – – –
SFG
255
Sage Financial Group
Pennsylvania
$436K +$1.11K +11 +0.3%
PCFFS
256
Pacific Center for Financial Services
California
$433K +$1.01K +10 +0.2%
TAM
257
Trillium Asset Management
Massachusetts
$417K -$111K -1,100 -21%
JIC
258
Johnson Investment Counsel
Ohio
$416K – – –
MBTD
259
Mechanics Bank - Trust Department
California
$413K -$3.02K -30 -0.7%
PAA
260
Peregrine Asset Advisers
Oregon
$411K – – –
WCF
261
West Coast Financial
California
$407K -$107K -1,065 -21%
SPC
262
Sigma Planning Corp
Michigan
$403K -$395K -3,933 -50%
PIM
263
Progressive Investment Management
Oregon
$402K – – –
AGA
264
Arkos Global Advisors
Texas
$397K -$54.1K -538 -12%
MFC
265
Morris Financial Concepts
South Carolina
$393K +$2.51K +25 +0.6%
WP
266
WealthSource Partners
California
$391K -$1.11K -11 -0.3%
Goldman Sachs
267
Goldman Sachs
New York
$390K +$390K +3,880 New
TWM
268
Tradition Wealth Management
Minnesota
$389K +$2.11K +21 +0.5%
PFA
269
Pathway Financial Advisors
Vermont
$388K – – –
PHIC
270
Pine Haven Investment Counsel
Massachusetts
$382K – – –
NSIM
271
North Star Investment Management
Illinois
$380K +$20.3K +202 +6%
HCM
272
Highview Capital Management
Illinois
$379K – – –
FCIM
273
Fairview Capital Investment Management
California
$379K +$10.1K +100 +3%
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$373K -$59.6K -593 -14%
MCM
275
MAI Capital Management
Ohio
$373K +$3.02K +30 +0.8%
9 10
11
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