SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MKA
301
M. Kulyk & Associates
Georgia
$263K 3,195 – –
BFA
302
BBJS Financial Advisors
Washington
$257K 3,122 +3,122 New
FFW
303
Fusion Family Wealth
New York
$256K 3,111 +711 +30%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$253K 3,078 – –
CAG
305
Crestwood Advisors Group
Massachusetts
$253K 3,075 -350 -10%
FCB
306
First Command Bank
Texas
$253K 3,072 -37 -1%
FCFS
307
First Command Financial Services
Texas
$253K 3,072 -37 -1%
BIA
308
Bell Investment Advisors
California
$253K 3,069 +3 +0.1%
APG
309
Abacus Planning Group
South Carolina
$248K 3,007 -1,692 -36%
AIM
310
Acropolis Investment Management
Missouri
$244K 2,970 – –
MHI
311
Miller Howard Investments
New York
$243K 2,955 +2,955 New
GRP
312
Global Retirement Partners
California
$242K 2,935 +11 +0.4%
AWS
313
Atria Wealth Solutions
New York
$241K 2,926 -3,859 -57%
LI
314
LVZ Inc
Michigan
$237K 2,876 – –
HA
315
Harfst & Associates
Wyoming
$236K 2,866 – –
BCWM
316
Bartlett & Co Wealth Management
Ohio
$232K 2,820 -200 -7%
BC
317
Bartlett & Co
Ohio
$232K 2,820 -200 -7%
HI
318
Hudock Inc
Pennsylvania
$231K 2,811 -607 -18%
MC
319
Moors & Cabot
Massachusetts
$229K 2,780 +1 +0%
NCM
320
New Capital Management
Texas
$229K 2,780 – –
MCM
321
MAI Capital Management
Ohio
$227K 2,755 -19 -0.7%
OWP
322
Obermeyer Wealth Partners
Colorado
$226K 2,750 – –
H
323
HoyleCohen
California
$225K 2,730 – –
BC
324
Brio Consultants
California
$221K 2,690 -12 -0.4%
SF
325
Synovus Financial
Georgia
$220K 2,676 +2,676 New
11 12
13
14 15