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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
276
Ballentine Partners
Massachusetts
$254K – – –
CA
277
Callahan Advisors
Texas
$253K -$1.05K -11 -0.4%
PJSIMP
278
P.J. Schmidt Investment Management (PJS)
Wisconsin
$252K -$98 -1 -0%
Comerica Bank
279
Comerica Bank
Texas
$250K – – –
RTC
280
Riverview Trust Company
Washington
$249K – – –
LA
281
LexAurum Advisors
Kansas
$246K -$9.55K -100 -4%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$242K -$3.34K -35 -1%
SG
283
StoneX Group
New York
$240K +$240K +2,512 New
SAM
284
Secure Asset Management
Michigan
$239K -$58.9K -618 -20%
HWA
285
HCR Wealth Advisors
California
$239K -$28.7K -300 -11%
LWA
286
LWS Wealth Advisors
New Jersey
$237K +$287 +3 +0.1%
MA
287
MJP Associates
Connecticut
$233K -$3.54K -37 -1%
FHA
288
Flagship Harbor Advisors
Massachusetts
$231K -$413K -4,320 -64%
FFW
289
Fusion Family Wealth
New York
$229K – – –
IWP
290
IAG Wealth Partners
Wisconsin
$229K – – –
RTS
291
Round Table Services
New Jersey
$228K +$228K +2,386 New
PIM
292
Penobscot Investment Management
Massachusetts
$228K +$228K +2,389 New
CF
293
Corrigan Financial
Rhode Island
$228K – – –
APA
294
American Portfolios Advisors
New York
$227K +$26.9K +282 +13%
CS
295
Credit Suisse
Switzerland
$223K +$223K +2,333 New
GBT
296
Grove Bank & Trust
Florida
$222K – – –
S
297
SignatureFD
Georgia
$218K – – –
PIA
298
Perennial Investment Advisors
California
$214K +$214K +2,243 New
FPF
299
First Pacific Financial
Washington
$213K +$213K +2,227 New
NSIM
300
North Star Investment Management
Illinois
$212K +$90.6K +950 +75%
10 11
12
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