SUSA icon

iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$205K 1,928 +1,928 New
Fidelity Investments
377
Fidelity Investments
Massachusetts
$202K 1,899 +699 +58%
MAC
378
Mason & Associates (California)
California
$202K 1,900 +1,900 New
BCPWM
379
Bradley & Co Private Wealth Management
Florida
$191K 1,800
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K 1,752 -873 -33%
MCC
381
Money Concepts Capital
Florida
$186K 1,754 +1,754 New
CCM
382
Covington Capital Management
California
$168K 1,583 +183 +13%
AIP
383
Ahrens Investment Partners
Louisiana
$165K 1,554 +1,554 New
CWM
384
Cranbrook Wealth Management
Michigan
$145K 1,361 +2 +0.1%
ATC
385
Adirondack Trust Company
New York
$143K 1,350 +150 +13%
TC
386
TAP Consulting
Missouri
$135K 1,267 +1,267 New
GWSG
387
GPS Wealth Strategies Group
Colorado
$124K 1,170
FWP
388
FAS Wealth Partners
Kansas
$116K 1,090 -590 -35%
GEA
389
Glen Eagle Advisors
New Jersey
$107K 1,004 +9 +0.9%
WOSD
390
WFA of San Diego
California
$101K 951 +951 New
AJ
391
Ashburton (Jersey)
Jersey
$101K 951 +951 New
AF
392
Advisornet Financial
Minnesota
$98K 926 +46 +5%
RE
393
RBC Europe
United Kingdom
$94K 885 -20 -2%
IA
394
IFP Advisors
Florida
$92K 862 -606 -41%
GT
395
Glenmede Trust
Pennsylvania
$91K 862
HR
396
Howe & Rusling
New York
$90K 850
SSB
397
Sandy Spring Bank
Maryland
$88K 830 +830 New
BWP
398
Baldwin Wealth Partners
Massachusetts
$77K 725 -15 -2%
APC
399
Aspire Private Capital
North Carolina
$77K 727
MPWT
400
MassMutual Private Wealth & Trust
Connecticut
$74K 700