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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
276
Riverview Trust Company
Washington
$229K – – –
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$226K -$66.6K -758 -23%
LWA
278
LWS Wealth Advisors
New Jersey
$218K -$170K -1,932 -44%
MA
279
MJP Associates
Connecticut
$217K +$217K +2,471 New
AWA
280
Arete Wealth Advisors
Illinois
$217K +$217K +2,471 New
FFW
281
Fusion Family Wealth
New York
$211K – – –
BBA
282
Braun-Bostich & Associates
Pennsylvania
$211K +$211K +2,407 New
IWP
283
IAG Wealth Partners
Wisconsin
$210K – – –
HA
284
Harfst & Associates
Wyoming
$210K +$210K +2,394 New
CF
285
Corrigan Financial
Rhode Island
$209K -$35.1K -400 -14%
GBT
286
Grove Bank & Trust
Florida
$204K +$204K +2,328 New
S
287
SignatureFD
Georgia
$200K +$200K +2,278 New
APA
288
American Portfolios Advisors
New York
$183K +$136K +1,550 +288%
AWM
289
AllSquare Wealth Management
New York
$178K – – –
RG
290
Retirement Group
California
$163K +$51.7K +591 +46%
BCPWM
291
Bradley & Co Private Wealth Management
Florida
$160K +$160K +1,820 New
HIA
292
Harbor Investment Advisory
Maryland
$157K +$13.4K +153 +9%
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$154K +$154K +1,758 New
HI
294
Hudock Inc
Pennsylvania
$153K +$10.2K +117 +7%
FWP
295
FAS Wealth Partners
Kansas
$147K – – –
MCC
296
Money Concepts Capital
Florida
$139K +$46.6K +532 +50%
AWC
297
Abundance Wealth Counselors
Pennsylvania
$135K +$135K +1,539 New
BAM
298
Barrett Asset Management
New York
$127K – – –
CCM
299
Covington Capital Management
California
$123K -$4.39K -50 -3%
NFG
300
Next Financial Group
Texas
$123K +$120K +1,367 +4,272%
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