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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
351
Atlas Capital Advisors
Wyoming
$28.7K – – –
FFG
352
Ford Financial Group
California
$25K +$25K +267 New
FRA
353
Front Row Advisors
California
$24K – – –
Barclays
354
Barclays
United Kingdom
$23K +$23K +245 New
PWMG
355
Prestige Wealth Management Group
New Jersey
$22K – – –
CAAS
356
Capital Asset Advisory Services
Michigan
$21K – – –
TC
357
Trust Company
Kansas
$20K -$3.3K -34 -14%
KTC
358
Kistler-Tiffany Companies
Pennsylvania
$19K – – –
SFPG
359
Stonebridge Financial Planning Group
Florida
$15K +$15K +150 New
FP
360
Financial Perspectives
Minnesota
$13K -$587K -6,117 -98%
PP
361
Pacifica Partners
Canada
$13K – – –
CA
362
Clearstead Advisors
Ohio
$10K – – –
DOA
363
D'Orazio & Associates
Virginia
$8K – – –
MS
364
Mizuho Securities
Japan
$6K – – –
EW
365
Evoke Wealth
California
$5K – – –
CWA
366
Clearview Wealth Advisors
Oregon
$5K – – –
HCP
367
Hexagon Capital Partners
Arkansas
$3K – – –
FIG
368
FundX Investment Group
California
$2.56K – – –
LGWM
369
Litman Gregory Wealth Management
California
$1.57K -$14.9K -14,896 -90%
WIM
370
Westside Investment Management
California
$1.28K +$2 +26 +0.2%
GRP
371
Global Retirement Partners
California
$1K -$16.8K -202 -94%
PMFA
372
Plante Moran Financial Advisors
Michigan
$1K – – –
H
373
HoyleCohen
California
$277 – – –
SC
374
Scotia Capital
Ontario, Canada
– -$6.4M -72,901 Closed
VFA
375
Voya Financial Advisors
Connecticut
– -$1.48M -16,915 Closed
12 13 14
15
16