SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$220M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$26.9M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.89M
4
US Bancorp
US Bancorp
Minnesota
+$5.88M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.68M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$32.9M
2
Bank of America
Bank of America
North Carolina
-$17.8M
3
Morgan Stanley
Morgan Stanley
New York
-$13.3M
4
BHB
Bank Hapoalim BM
Israel
-$10.9M
5
MD
Money Design
Japan
-$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
Mill Capital Management
North Carolina
$232K – – –
PIA
327
Perennial Investment Advisors
California
$230K -$7.49K -80 -3%
DWM
328
Dakota Wealth Management
Florida
$230K +$230K +2,458 New
FA
329
Flagstar Advisors
New York
$230K -$65.3K -697 -22%
DWT
330
Dorsey & Whitney Trust
South Dakota
$230K – – –
LP
331
LGL Partners
Pennsylvania
$228K +$562 +6 +0.2%
PWMAG
332
Pinnacle Wealth Management Advisory Group
New Jersey
$226K -$18.7K -200 -8%
PFS
333
Prospera Financial Services
Texas
$225K -$173K -1,852 -43%
Fidelity Investments
334
Fidelity Investments
Massachusetts
$225K -$78.3K -836 -26%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$224K +$468 +5 +0.2%
KLI
336
Kelman-Lazarov Inc
Tennessee
$224K -$1.22K -13 -0.5%
GCP
337
GSA Capital Partners
United Kingdom
$223K +$223K +2,383 New
D
338
Diversified
Delaware
$222K +$562 +6 +0.3%
AWM
339
AE Wealth Management
Kansas
$221K -$67.7K -723 -23%
CAWM
340
Capital Advisors Wealth Management
Washington
$220K +$4.96K +53 +2%
WT
341
Whittier Trust
California
$219K -$53.4K -570 -20%
GBT
342
Grove Bank & Trust
Florida
$218K – – –
DT
343
Diversified Trust
Tennessee
$218K – – –
AWA
344
Archvest Wealth Advisors
California
$216K – – –
FCG
345
Financial Connections Group
California
$216K – – –
CFD
346
Creative Financial Designs
Indiana
$215K -$15K -160 -7%
S
347
SignatureFD
Georgia
$213K – – –
HA
348
Harfst & Associates
Wyoming
$212K -$23.4K -250 -10%
BSSFA
349
Baron Silver Stevens Financial Advisors
Florida
$211K +$211K +2,256 New
LF
350
Lantz Financial
Illinois
$208K -$68.5K -731 -25%
12 13
14
15 16