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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
Morgan Stanley
New York
$251M
3
RJA
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$333M
5
Bank of America
Bank of America
North Carolina
$183M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$14.3M
2
UBS Group
UBS Group
Switzerland
$61.6M
3
GC
Garde Capital
Washington
$10.3M
4
AWM
AE Wealth Management
Kansas
$255K
5
SWP
Stratos Wealth Partners
Ohio
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
276
First Personal Financial Services
North Carolina
$372K – – –
WCG
277
Weaver Consulting Group
California
$370K – – –
ZAM
278
Zevin Asset Management
Massachusetts
$370K – – –
PA
279
PFG Advisors
Arizona
$367K +$22.3K +222 +6%
MFS
280
McNamara Financial Services
Massachusetts
$364K – – –
BFS
281
Bradley Foster & Sargent
Connecticut
$362K -$17.6K -175 -5%
AWA
282
Arete Wealth Advisors
Illinois
$360K +$360K +3,583 New
PA
283
Pinnacle Associates
New York
$360K +$17.4K +173 +5%
FHA
284
Flagship Harbor Advisors
Massachusetts
$359K -$905 -9 -0.3%
GCP
285
GSA Capital Partners
United Kingdom
$354K +$5.92K +59 +2%
HG
286
Harbor Group
New Hampshire
$346K +$24.6K +245 +8%
ML
287
McAdam LLC
Pennsylvania
$345K +$59.4K +591 +21%
GRP
288
Global Retirement Partners
California
$344K +$999 +10 +0.3%
AO
289
Advisor OS
Illinois
$344K -$87.4K -870 -20%
AWM
290
Affinity Wealth Management
Delaware
$342K – – –
MA
291
MJP Associates
Connecticut
$340K +$17.8K +177 +6%
WA
292
Wealth Alliance
New York
$340K +$101 +1 +0%
PIM
293
Penobscot Investment Management
Massachusetts
$338K – – –
HIA
294
Harbor Investment Advisory
Maryland
$336K – – –
WLIM
295
White Lighthouse Investment Management
Massachusetts
$336K -$5.53K -55 -2%
BFA
296
BBJS Financial Advisors
Washington
$328K +$22.6K +225 +7%
Empower Advisory Group
297
Empower Advisory Group
Colorado
$327K – – –
FWCM
298
Ferguson Wellman Capital Management
Oregon
$321K +$14.7K +146 +5%
FA
299
Flagstar Advisors
New York
$315K +$57K +567 +22%
FFW
300
Fusion Family Wealth
New York
$313K – – –
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