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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
Bank of America
5
Bank of America
North Carolina
$183M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
326
JFS Wealth Advisors
Pennsylvania
$266K 2,650 – –
TSS
327
Two Sigma Securities
New York
$263K 2,620 +2,620 New
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$259K 2,580 +160 +7%
CAWM
329
Capital Advisors Wealth Management
Washington
$258K 2,569 +194 +8%
BWM
330
Bulltick Wealth Management
Florida
$257K 2,560 -1,275 -33%
SAM
331
Smartleaf Asset Management
Massachusetts
$256K 2,541 +2,541 New
AWM
332
AE Wealth Management
Kansas
$255K 2,498 -21,016 -89%
HWA
333
HCR Wealth Advisors
California
$254K 2,528 +28 +1%
CPA
334
Capital Performance Advisors
California
$254K 2,525 -25 -1%
BC
335
Brio Consultants
California
$254K 2,523 -79 -3%
FPW
336
Flagship Private Wealth
Massachusetts
$253K 2,520 +2,520 New
TFS
337
Thoroughbred Financial Services
Tennessee
$253K 2,523 -250 -9%
Jane Street
338
Jane Street
New York
$251K 2,493 -2,779 -53%
DWM
339
Dakota Wealth Management
Florida
$249K 2,473 +15 +0.6%
Jones Financial Companies
340
Jones Financial Companies
Missouri
$247K 2,454 +2,270 +1,234%
DWT
341
Dorsey & Whitney Trust
South Dakota
$246K 2,451 – –
LP
342
LGL Partners
Pennsylvania
$246K 2,451 +20 +0.8%
LA
343
LexAurum Advisors
Kansas
$245K 2,442 +3 +0.1%
VHAM
344
Van Hulzen Asset Management
California
$243K 2,420 -39 -2%
PFS
345
Prospera Financial Services
Texas
$242K 2,407 – –
D
346
Diversified
Delaware
$241K 2,394 +18 +0.8%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$240K 2,389 -418 -15%
KLI
348
Kelman-Lazarov Inc
Tennessee
$239K 2,377 -12 -0.5%
GI
349
GLOBALT Investments
Georgia
$238K 2,368 +2,368 New
FLPIM
350
F.L. Putnam Investment Management
Massachusetts
$236K 2,345 – –
12 13
14
15 16