SUSA icon

iShares ESG Optimized MSCI USA ETF

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SS
351
Sunbelt Securities
Texas
$185K 2,145 +2,145 New
ATC
352
Adirondack Trust Company
New York
$175K 1,994 +24 +1%
GWM
353
Geneos Wealth Management
Colorado
$163K 1,857 -100 -5%
BCPWM
354
Bradley & Co Private Wealth Management
Florida
$158K 1,800
PCM
355
Pointe Capital Management
Michigan
$154K 1,752 +1,752 New
VCM
356
Vigilant Capital Management
Maine
$134K 1,525 +1,525 New
FM
357
Family Management
New York
$127K 1,449 -282 -16%
PAI
358
Pittenger & Anderson Inc
Nebraska
$121K 1,382 -913 -40%
CIAS
359
Capital Investment Advisory Services
North Carolina
$115K 1,308 +5 +0.4%
GWSG
360
GPS Wealth Strategies Group
Colorado
$103K 1,170 +1,170 New
AF
361
Advisornet Financial
Minnesota
$103K 1,169 +67 +6%
PWMG
362
Prestige Wealth Management Group
New Jersey
$99.8K 1,137
AIA
363
Arcadia Investment Advisors
Idaho
$99.2K 1,130 +39 +4%
IA
364
IFP Advisors
Florida
$97.8K 862 -453 -34%
FWP
365
FAS Wealth Partners
Kansas
$97.5K 1,111 +4 +0.4%
BFPW
366
BOK Financial Private Wealth
Colorado
$96.7K 1,102
RG
367
Retirement Group
California
$96K 1,089 -97 -8%
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$94.5K 1,077 +720 +202%
CWM
369
Cranbrook Wealth Management
Michigan
$91.7K 1,045 -325 -24%
GEA
370
Glen Eagle Advisors
New Jersey
$90.6K 1,033
First Manhattan
371
First Manhattan
New York
$87.8K 1,000 +1,000 New
AIP
372
Ahrens Investment Partners
Louisiana
$75.9K 865 +865 New
HR
373
Howe & Rusling
New York
$74.6K 850
SSB
374
Sandy Spring Bank
Maryland
$73.6K 838
CA
375
Crewe Advisors
Utah
$71.2K 811