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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$220M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$26.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.89M
4
US Bancorp
US Bancorp
Minnesota
+$5.88M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.68M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$32.9M
2
Bank of America
Bank of America
North Carolina
-$17.8M
3
Morgan Stanley
Morgan Stanley
New York
-$13.3M
4
BHB
Bank Hapoalim BM
Israel
-$10.9M
5
MD
Money Design
Japan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$343K -$145K -1,545 -30%
MFS
277
McNamara Financial Services
Massachusetts
$339K +$3.95K +42 +1%
SFA
278
Sequoia Financial Advisors
Ohio
$335K -$17.9K -191 -5%
NSIM
279
North Star Investment Management
Illinois
$333K +$2.81K +30 +0.9%
MFC
280
Morris Financial Concepts
South Carolina
$333K +$33.4K +357 +11%
SHGA
281
Sand Hill Global Advisors
California
$324K – – –
WA
282
Wealth Alliance
New York
$324K – – –
BFA
283
BBJS Financial Advisors
Washington
$323K -$14.1K -151 -4%
PA
284
PFG Advisors
Arizona
$321K -$168K -1,796 -34%
OWA
285
Opal Wealth Advisors
New York
$321K +$2.81K +30 +0.9%
PG
286
Prostatis Group
Maryland
$321K +$321K +3,430 New
AWM
287
Affinity Wealth Management
Delaware
$319K – – –
PA
288
Pinnacle Associates
New York
$318K -$17.2K -184 -5%
PIM
289
Penobscot Investment Management
Massachusetts
$315K -$16.9K -180 -5%
HIA
290
Harbor Investment Advisory
Maryland
$314K -$1.31K -14 -0.4%
TFS
291
Thoroughbred Financial Services
Tennessee
$312K -$26.2K -280 -8%
Empower Advisory Group
292
Empower Advisory Group
Colorado
$305K -$6.46K -69 -2%
MKA
293
M. Kulyk & Associates
Georgia
$299K – – –
FWCM
294
Ferguson Wellman Capital Management
Oregon
$298K -$2.34K -25 -0.8%
FFW
295
Fusion Family Wealth
New York
$291K – – –
OFG
296
Oxford Financial Group
Indiana
$291K – – –
CAG
297
Crestwood Advisors Group
Massachusetts
$288K – – –
OC
298
Oppenheimer & Co
New York
$286K -$159K -1,700 -36%
MAC
299
Mason & Associates (California)
California
$284K – – –
MA
300
MJP Associates
Connecticut
$281K +$36.6K +391 +15%
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