SUSA icon

iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$289K 2,722
MA
327
MUFG Americas
New York
$289K 2,720
CCFCSB
328
Cape Cod Five Cents Savings Bank
Massachusetts
$287K 2,699 -115 -4%
HG
329
Harbor Group
New Hampshire
$287K 2,700 +107 +4%
SHGA
330
Sand Hill Global Advisors
California
$287K 2,701 +2,701 New
AMM
331
American Money Management
California
$286K 2,692
BP
332
Ballentine Partners
Massachusetts
$283K 2,660
MCM
333
MAI Capital Management
Ohio
$281K 2,643 +2,643 New
FCB
334
First Command Bank
Texas
$280K 2,918
MC
335
Moors & Cabot
Massachusetts
$279K 2,627 +472 +22%
MA
336
MJP Associates
Connecticut
$275K 2,589 -183 -7%
CA
337
Cornerstone Advisory
Maryland
$275K 2,582 +2,582 New
LA
338
LexAurum Advisors
Kansas
$274K 2,576
D
339
Diversified
Delaware
$269K 2,528 +7 +0.3%
HWA
340
HCR Wealth Advisors
California
$266K 2,500
APW
341
Austin Private Wealth
Texas
$262K 2,464
RA
342
RFG Advisory
Alabama
$260K 2,446 -52 -2%
PJSIMP
343
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K 2,636 +50 +2%
CF
344
Corrigan Financial
Rhode Island
$253K 2,385
IWP
345
IAG Wealth Partners
Wisconsin
$252K 2,370 -20 -0.8%
WF
346
Welch & Forbes
Massachusetts
$251K 2,366 +2,366 New
CS
347
Credit Suisse
Switzerland
$248K 2,333
GBT
348
Grove Bank & Trust
Florida
$247K 2,328
HIA
349
Harbor Investment Advisory
Maryland
$247K 2,327 +70 +3%
FCG
350
Financial Connections Group
California
$247K 2,325 +2,325 New