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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.

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
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
SHGA
301
Sand Hill Global Advisors
California
$313K 3,110 – –
CAG
302
Crestwood Advisors Group
Massachusetts
$309K 3,075 – –
CFFNO
303
Common Fund For Nonprofit Organizations
Connecticut
$307K 3,052 +3,052 New
MAC
304
Mason & Associates (California)
California
$305K 3,030 – –
OFG
305
Oxford Financial Group
Indiana
$301K 2,998 -108 -3%
AIM
306
Acropolis Investment Management
Missouri
$299K 2,970 – –
AC
307
Arjuna Capital
North Carolina
$299K 2,970 +2,970 New
AWS
308
Atria Wealth Solutions
New York
$298K 2,962 +596 +25%
PIA
309
Panoramic Investment Advisors
Colorado
$297K 2,953 – –
OWA
310
Opal Wealth Advisors
New York
$293K 2,920 -44 -1%
FFN
311
Focus Financial Network
Minnesota
$293K 2,915 -52 -2%
SF
312
SWP Financial
California
$291K 2,900 +2,900 New
LI
313
LVZ Inc
Michigan
$289K 2,876 – –
DT
314
Diversified Trust
Tennessee
$286K 2,848 -300 -10%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$285K 2,834 +413 +17%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$284K 2,820 – –
BC
317
Bartlett & Co
Ohio
$284K 2,820 – –
SWIG
318
Strategic Wealth Investment Group
Kentucky
$284K 2,824 +204 +8%
DIA
319
Dana Investment Advisors
Wisconsin
$276K 2,750 +2,750 New
HI
320
Hudock Inc
Pennsylvania
$275K 2,733 +7 +0.3%
H
321
HoyleCohen
California
$274K 2,730 – –
KA
322
Klingman & Associates
New York
$271K 2,694 – –
GPA
323
Guerra Pan Advisors
New Jersey
$268K 2,664 – –
BP
324
Ballentine Partners
Massachusetts
$267K 2,660 – –
AWA
325
Archvest Wealth Advisors
California
$267K 2,657 – –
11 12
13
14 15