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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.83%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
M&T Bank
New York
$47.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$15M
4
AA
Acorns Advisers
California
$27.7M
5
MWM
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$173M
2
RJA
Raymond James & Associates
Florida
$11.2M
3
ST
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
Morgan Stanley
New York
$118M
5
SWP
Stratos Wealth Partners
Ohio
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$309K +$1.23K +14 +0.4%
JWA
277
JFS Wealth Advisors
Pennsylvania
$307K – – –
SHGA
278
Sand Hill Global Advisors
California
$304K -$15.6K -178 -5%
WA
279
Wealth Alliance
New York
$304K -$63.6K -725 -17%
AWM
280
Affinity Wealth Management
Delaware
$299K – – –
OWA
281
Opal Wealth Advisors
New York
$298K -$11.8K -135 -4%
HIA
282
Harbor Investment Advisory
Maryland
$295K – – –
Empower Advisory Group
283
Empower Advisory Group
Colorado
$292K +$292K +3,326 New
SA
284
SL Advisors
New Jersey
$290K +$1.05K +12 +0.4%
Fidelity Investments
285
Fidelity Investments
Massachusetts
$284K +$75.6K +861 +36%
FWCM
286
Ferguson Wellman Capital Management
Oregon
$281K – – –
MFC
287
Morris Financial Concepts
South Carolina
$281K +$95.9K +1,093 +52%
MKA
288
M. Kulyk & Associates
Georgia
$280K – – –
EFG
289
Ethos Financial Group
Pennsylvania
$279K +$279K +3,183 New
FA
290
Flagstar Advisors
New York
$277K -$76.7K -874 -22%
WWM
291
WJ Wealth Management
Arizona
$277K -$277K -3,152 -50%
FFW
292
Fusion Family Wealth
New York
$273K – – –
OFG
293
Oxford Financial Group
Indiana
$273K -$299K -3,403 -52%
AWM
294
AE Wealth Management
Kansas
$271K +$271K +3,087 New
CAG
295
Crestwood Advisors Group
Massachusetts
$270K – – –
BIA
296
Bell Investment Advisors
California
$270K +$527 +6 +0.2%
MAC
297
Mason & Associates (California)
California
$266K +$266K +3,030 New
APG
298
Abacus Planning Group
South Carolina
$265K +$878 +10 +0.3%
AIM
299
Acropolis Investment Management
Missouri
$261K – – –
LF
300
Lantz Financial
Illinois
$259K -$166K -1,890 -39%
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