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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 %
GPA
326
Guerra Pan Advisors
New Jersey
$219K 2,664 – –
BP
327
Ballentine Partners
Massachusetts
$219K 2,660 – –
HG
328
Harbor Group
New Hampshire
$219K 2,660 -56 -2%
PWMAG
329
Pinnacle Wealth Management Advisory Group
New Jersey
$215K 2,615 +2,615 New
MA
330
MJP Associates
Connecticut
$214K 2,600 -887 -25%
LA
331
LexAurum Advisors
Kansas
$212K 2,576 +2,576 New
NHFG
332
New Harbor Financial Group
Massachusetts
$211K 2,563 +2,563 New
CPA
333
Capital Performance Advisors
California
$210K 2,550 +2,550 New
WPWM
334
Western Pacific Wealth Management
Illinois
$209K 2,540 – –
HWA
335
HCR Wealth Advisors
California
$206K 2,500 +2,500 New
MCM
336
Mill Capital Management
North Carolina
$204K 2,475 – –
VHAM
337
Van Hulzen Asset Management
California
$202K 2,459 +2,459 New
DWT
338
Dorsey & Whitney Trust
South Dakota
$202K 2,451 +2,451 New
CFD
339
Creative Financial Designs
Indiana
$201K 2,447 +10 +0.4%
NSIM
340
North Star Investment Management
Illinois
$199K 2,412 – –
Fidelity Investments
341
Fidelity Investments
Massachusetts
$196K 2,375 -929 -28%
BAM
342
Baldrige Asset Management
Pennsylvania
$192K 2,332 +119 +5%
GBT
343
Grove Bank & Trust
Florida
$192K 2,328 +2,328 New
FCG
344
Financial Connections Group
California
$190K 2,313 – –
PAI
345
Pittenger & Anderson Inc
Nebraska
$189K 2,295 -1,383 -38%
S
346
SignatureFD
Georgia
$188K 2,278 – –
CCM
347
Cribstone Capital Management
Maine
$187K 2,267 -29 -1%
CS
348
Credit Suisse
Switzerland
$184K 2,237 – –
IWP
349
IAG Wealth Partners
Wisconsin
$182K 2,211 -126 -5%
AWM
350
AllSquare Wealth Management
New York
$182K 2,210 – –
12 13
14
15 16