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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
276
Highview Capital Management
Illinois
$311K 3,775 – –
BFS
277
Bradley Foster & Sargent
Connecticut
$311K 3,775 +100 +3%
WCG
278
Weaver Consulting Group
California
$303K 3,682 – –
RCM
279
Radnor Capital Management
Pennsylvania
$302K 3,492 – –
PIM
280
Penobscot Investment Management
Massachusetts
$301K 3,651 – –
SCG
281
Sonata Capital Group
Washington
$300K 3,648 – –
SHGA
282
Sand Hill Global Advisors
California
$300K 3,641 -610 -14%
PA
283
Pinnacle Associates
New York
$299K 3,638 +102 +3%
TFS
284
Thoroughbred Financial Services
Tennessee
$297K 3,617 -885 -20%
SFA
285
Sequoia Financial Advisors
Ohio
$293K 3,558 +16 +0.5%
OWA
286
Opal Wealth Advisors
New York
$291K 3,536 +7 +0.2%
OIA
287
OneDigital Investment Advisors
Kansas
$289K 3,513 +3,513 New
FHA
288
Flagship Harbor Advisors
Massachusetts
$289K 3,512 +13 +0.4%
PFS
289
Prospera Financial Services
Texas
$289K 3,510 +504 +17%
JWA
290
JFS Wealth Advisors
Pennsylvania
$288K 3,500 – –
WT
291
Whittier Trust
California
$288K 3,500 -989 -22%
AWM
292
Affinity Wealth Management
Delaware
$280K 3,406 +150 +5%
HIA
293
Harbor Investment Advisory
Maryland
$277K 3,362 +10 +0.3%
PFA
294
Pathway Financial Advisors
Vermont
$274K 3,326 -2,964 -47%
SWIG
295
Strategic Wealth Investment Group
Kentucky
$273K 3,229 -248 -7%
CCFCSB
296
Cape Cod Five Cents Savings Bank
Massachusetts
$273K 3,316 -100 -3%
PCA
297
Personal Capital Advisors
California
$272K 3,301 +1 +0%
SA
298
SL Advisors
New Jersey
$271K 3,293 +31 +1%
FWCM
299
Ferguson Wellman Capital Management
Oregon
$264K 3,205 – –
PWA
300
Providence Wealth Advisors
Illinois
$263K 3,228 +3,228 New
10 11
12
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