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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 %
HR
326
Howe & Rusling
New York
$81K – – –
APC
327
Aspire Private Capital
North Carolina
$80K -$17.9K -188 -18%
PAIM
328
Punch & Associates Investment Management
Minnesota
$73K -$34.1K -355 -32%
BWP
329
Baldwin Wealth Partners
Massachusetts
$71K -$2.88K -30 -4%
RE
330
RBC Europe
United Kingdom
$69.7K +$52.5K +550 +306%
PA
331
Parallel Advisors
California
$68K – – –
AIA
332
Arcadia Investment Advisors
Idaho
$67.8K +$573 +6 +0.9%
CWP
333
Concord Wealth Partners
Virginia
$67K -$15.3K -160 -19%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$67K -$14.4K -150 -18%
CFD
335
Creative Financial Designs
Indiana
$67K +$67K +701 New
NL
336
NEPC LLC
Massachusetts
$64.7K +$51.4K +538 +387%
ATC
337
Adirondack Trust Company
New York
$57K – – –
TWM
338
Tradition Wealth Management
Minnesota
$56K +$43.4K +454 +344%
VNA
339
Valley National Advisers
Pennsylvania
$54K +$54K +564 New
PWA
340
Phoenix Wealth Advisors
North Carolina
$52K – – –
LWA
341
Lenox Wealth Advisors
New York
$51K – – –
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$51K +$49K +522 +2,486%
ACA
343
Aptus Capital Advisors
Alabama
$50K – – –
Fidelity Investments
344
Fidelity Investments
Massachusetts
$50K +$4.2K +44 +9%
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$59.5K -618 -56%
FWM
346
Focused Wealth Management
New York
$44K – – –
DWMG
347
DB Wealth Management Group
California
$39K – – –
MIM
348
Macroview Investment Management
Maryland
$36K – – –
MFAM
349
M Financial Asset Management
Oregon
$33K +$33K +344 New
WWM
350
Wolff Wiese Magana
California
$32K – – –
12 13
14
15 16