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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 %
FWM
326
Focused Wealth Management
New York
$40K +$87 +1 +0.2%
AWG
327
Altus Wealth Group
Colorado
$38K – – –
DWMG
328
DB Wealth Management Group
California
$36K – – –
MIM
329
Macroview Investment Management
Maryland
$34K +$34K +382 New
WWM
330
Wolff Wiese Magana
California
$29K – – –
ACA
331
Atlas Capital Advisors
Wyoming
$26.3K +$26.3K +300 New
FRA
332
Front Row Advisors
California
$22K +$3.14K +35 +17%
TC
333
Trust Company
Kansas
$21K – – –
CAAS
334
Capital Asset Advisory Services
Michigan
$20K +$89 +1 +0.4%
PWMG
335
Prestige Wealth Management Group
New Jersey
$20K +$177 +2 +0.9%
AIC
336
Ameritas Investment Company
Nebraska
$19.8K +$19.8K +226 New
GRP
337
Global Retirement Partners
California
$19K – – –
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
RE
339
RBC Europe
United Kingdom
$15.8K – – –
NL
340
NEPC LLC
Massachusetts
$12.2K +$12.2K +139 New
PP
341
Pacifica Partners
Canada
$12K – – –
TWM
342
Tradition Wealth Management
Minnesota
$12K – – –
GWSG
343
GPS Wealth Strategies Group
Colorado
$12K +$12K +138 New
FFC
344
Fure Financial Corporation
Minnesota
$10K -$21.8K -253 -69%
CA
345
Clearstead Advisors
Ohio
$9K – – –
DOA
346
D'Orazio & Associates
Virginia
$7K – – –
CWA
347
Clearview Wealth Advisors
Oregon
$5K – – –
MS
348
Mizuho Securities
Japan
$5K +$3.45K +40 +222%
EW
349
Evoke Wealth
California
$4K – – –
HCP
350
Hexagon Capital Partners
Arkansas
$3K – – –
11 12 13
14
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