SUSA icon

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
FF
5
Farrow Financial
Vermont
$9.71M

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 %
GBT
351
Grove Bank & Trust
Florida
$234K 2,328 – –
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$233K 2,322 +400 +21%
FCG
353
Financial Connections Group
California
$232K 2,313 +2,313 New
PIA
354
Perennial Investment Advisors
California
$231K 2,302 -156 -6%
WPWM
355
Western Pacific Wealth Management
Illinois
$231K 2,300 – –
S
356
SignatureFD
Georgia
$229K 2,278 – –
HA
357
Harfst & Associates
Wyoming
$228K 2,266 – –
PWMG
358
Private Wealth Management Group
New Jersey
$227K 2,260 +2,260 New
PFP
359
Pinnacle Financial Partners
Tennessee
$224K 2,230 +2,230 New
AWM
360
AllSquare Wealth Management
New York
$222K 2,210 – –
IWP
361
IAG Wealth Partners
Wisconsin
$221K 2,199 -310 -12%
Bank of New York Mellon
362
Bank of New York Mellon
New York
$220K 2,187 -2,683 -55%
LWA
363
LWS Wealth Advisors
New Jersey
$219K 2,181 +2,181 New
AWA
364
Arkadios Wealth Advisors
Georgia
$218K 2,164 +2,164 New
ATC
365
Adirondack Trust Company
New York
$217K 2,050 +56 +3%
LIM
366
Leavell Investment Management
Alabama
$216K 2,150 +2,150 New
BBA
367
Braun-Bostich & Associates
Pennsylvania
$213K 2,123 +2,123 New
KFP
368
KMG Fiduciary Partners
Ohio
$211K 2,100 +2,100 New
BHWM
369
Bar Harbor Wealth Management
New Hampshire
$208K 2,073 +2,073 New
Neuberger Berman Group
370
Neuberger Berman Group
New York
$205K 2,041 +2,041 New
SWM
371
Spire Wealth Management
Virginia
$204K 2,007 -162 -7%
CA
372
Cornerstone Advisory
Maryland
$202K 2,012 +2,012 New
TW
373
Traveka Wealth
California
$201K 2,000 +2,000 New
GWM
374
Geneos Wealth Management
Colorado
$188K 1,869 +12 +0.6%
SS
375
Sunbelt Securities
Texas
$183K 1,818 -74 -4%
13 14
15
16 17