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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
301
Klingman & Associates
New York
$210K +$210K +2,194 New
BSSFA
302
Baron Silver Stevens Financial Advisors
Florida
$210K +$210K +2,206 New
KLI
303
Kelman-Lazarov Inc
Tennessee
$207K +$207K +2,163 New
BCI
304
Brinker Capital Investments
Pennsylvania
$206K +$206K +2,160 New
KCM
305
Karp Capital Management
California
$204K +$204K +2,130 New
RG
306
Retirement Group
California
$202K +$24.4K +256 +14%
MC
307
Moors & Cabot
Massachusetts
$202K +$202K +2,113 New
KFP
308
KMG Fiduciary Partners
Ohio
$201K +$201K +2,100 New
AWM
309
AllSquare Wealth Management
New York
$194K – – –
HIA
310
Harbor Investment Advisory
Maryland
$191K +$20.1K +210 +12%
BCPWM
311
Bradley & Co Private Wealth Management
Florida
$174K – – –
HI
312
Hudock Inc
Pennsylvania
$172K +$5.44K +57 +3%
FWP
313
FAS Wealth Partners
Kansas
$161K +$767 +8 +0.5%
IA
314
IFP Advisors
Florida
$140K +$55.3K +580 +65%
CCM
315
Covington Capital Management
California
$134K – – –
CWM
316
Cranbrook Wealth Management
Michigan
$130K +$191 +2 +0.1%
FPW
317
Flagship Private Wealth
Massachusetts
$130K +$290 +3 +0.2%
BAM
318
Barrett Asset Management
New York
$115K -$24K -250 -17%
ADL
319
Asset Dedication LLC
California
$115K +$12.9K +135 +13%
GWSG
320
GPS Wealth Strategies Group
Colorado
$112K +$98.8K +1,032 +748%
GAM
321
Gemmer Asset Management
California
$110K +$575 +6 +0.5%
BWA
322
BDO Wealth Advisors
Florida
$101K – – –
LAS
323
Lloyd Advisory Services
Georgia
$99K +$99K +1,041 New
GEA
324
Glen Eagle Advisors
New Jersey
$94.1K – – –
AF
325
Advisornet Financial
Minnesota
$84K – – –
11 12
13
14 15