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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
Bank of America
Bank of America
North Carolina
$235M
3
Ameriprise
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
Morgan Stanley
New York
$191M
5
BHB
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
Citadel Advisors
Florida
$450K
4
Goldman Sachs
Goldman Sachs
New York
$2.23M
5
Betterment LLC
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
276
Cribstone Capital Management
Maine
$270K -$22.5K -235 -8%
CCFCSB
277
Cape Cod Five Cents Savings Bank
Massachusetts
$270K -$15.5K -162 -5%
NCM
278
New Capital Management
Texas
$270K +$270K +2,780 New
MA
279
MJP Associates
Connecticut
$266K +$32.4K +338 +14%
PJSIMP
280
P.J. Schmidt Investment Management (PJS)
Wisconsin
$265K +$2.56K +25 +1%
WLIM
281
White Lighthouse Investment Management
Massachusetts
$265K +$4.31K +45 +2%
LI
282
LVZ Inc
Michigan
$262K -$2.02K -21 -0.8%
MA
283
MUFG Americas
New York
$261K – – –
NSIM
284
North Star Investment Management
Illinois
$261K +$47.9K +500 +23%
AMM
285
American Money Management
California
$258K +$258K +2,692 New
PCA
286
Personal Capital Advisors
California
$257K -$2.69K -28 -1%
BP
287
Ballentine Partners
Massachusetts
$255K – – –
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$252K +$252K +2,625 New
SAM
289
Secure Asset Management
Michigan
$251K +$10.8K +113 +5%
RTC
290
Riverview Trust Company
Washington
$250K – – –
HG
291
Harbor Group
New Hampshire
$249K +$249K +2,593 New
LA
292
LexAurum Advisors
Kansas
$247K – – –
CAPTRUST Financial Advisors
293
CAPTRUST Financial Advisors
North Carolina
$244K – – –
D
294
Diversified
Delaware
$242K -$44.8K -467 -16%
SG
295
StoneX Group
New York
$241K – – –
RA
296
RFG Advisory
Alabama
$240K -$32.5K -338 -12%
HWA
297
HCR Wealth Advisors
California
$240K – – –
RG
298
Retirement Group
California
$237K +$33.6K +350 +17%
APW
299
Austin Private Wealth
Texas
$236K -$20.8K -217 -8%
TFS
300
Thoroughbred Financial Services
Tennessee
$236K +$236K +2,467 New
10 11
12
13 14