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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
351
Westside Investment Management
California
$1.17K -$70 -795 -6%
PMFA
352
Plante Moran Financial Advisors
Michigan
$1K – – –
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$1K +$1K +21 New
FI
354
FormulaFolio Investments
Michigan
– -$3.15M -38,233 Closed
Barclays
355
Barclays
United Kingdom
– -$3.1M -37,630 Closed
LNWWM
356
Laird Norton Wetherby Wealth Management
California
– -$1.69M -20,546 Closed
CRCM
357
Corbett Road Capital Management
Virginia
– -$404K -4,911 Closed
LFA
358
Legacy Financial Advisors
Kentucky
– -$387K -4,694 Closed
MCWS
359
McKinley Carter Wealth Services
West Virginia
– -$299K -3,627 Closed
FFN
360
Focus Financial Network
Minnesota
– -$235K -2,859 Closed
FPF
361
First Pacific Financial
Washington
– -$234K -2,843 Closed
BWM
362
BerganKDV Wealth Management
Minnesota
– -$226K -2,740 Closed
BSSFA
363
Baron Silver Stevens Financial Advisors
Florida
– -$181K -2,206 Closed
TPWA
364
TRUE Private Wealth Advisors
Oregon
– -$152K -1,848 Closed
LWCFA
365
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$69K -840 Closed
PWPS
366
Pinnacle Wealth Planning Services
Ohio
– -$20K -238 Closed
TWA
367
TCI Wealth Advisors
Arizona
– -$7K -84 Closed
BWA
368
Burt Wealth Advisors
Maryland
– -$2K -26 Closed
KC
369
Kinloch Capital
Virginia
– -$2K -20 Closed
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