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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPW
301
Flagship Private Wealth
Massachusetts
$120K +$270 +3 +0.2%
CWM
302
Cranbrook Wealth Management
Michigan
$119K +$88 +1 +0.1%
NSIM
303
North Star Investment Management
Illinois
$112K – – –
GAM
304
Gemmer Asset Management
California
$100K – – –
PAIM
305
Punch & Associates Investment Management
Minnesota
$98K -$28.9K -329 -23%
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$97K – – –
ADL
307
Asset Dedication LLC
California
$95K -$1.42K -16 -1%
BWA
308
BDO Wealth Advisors
Florida
$93K +$93K +1,058 New
APC
309
Aspire Private Capital
North Carolina
$90K – – –
GEA
310
Glen Eagle Advisors
New Jersey
$86.5K +$1.76K +20 +2%
IA
311
IFP Advisors
Florida
$78K -$1.23K -14 -2%
AF
312
Advisornet Financial
Minnesota
$77K – – –
CWP
313
Concord Wealth Partners
Virginia
$76K – – –
HR
314
Howe & Rusling
New York
$75K – – –
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$75K – – –
CAC
316
Certified Advisory Corp
Florida
$74K +$74K +837 New
FP
317
Financial Perspectives
Minnesota
$71K +$71K +6,253 New
BWP
318
Baldwin Wealth Partners
Massachusetts
$68K -$4.77K -54 -7%
PA
319
Parallel Advisors
California
$63K – – –
AIA
320
Arcadia Investment Advisors
Idaho
$61.8K -$7.11K -81 -10%
ATC
321
Adirondack Trust Company
New York
$53K – – –
PWA
322
Phoenix Wealth Advisors
North Carolina
$48K – – –
LWA
323
Lenox Wealth Advisors
New York
$47K +$47K +538 New
ACA
324
Aptus Capital Advisors
Alabama
$46K -$15.7K -180 -25%
Fidelity Investments
325
Fidelity Investments
Massachusetts
$42K +$10.9K +124 +35%
11 12
13
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