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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
376
Parallel Advisors
California
$60.4K 734 -20 -3%
CWP
377
Concord Wealth Partners
Virginia
$57.6K 700 +700 New
CTA
378
Colonial Trust Advisors
South Carolina
$53.5K 650 +650 New
VWM
379
Valley Wealth Managers
New Jersey
$48.4K 588 – –
VNA
380
Valley National Advisers
Pennsylvania
$48K 564 – –
PTC
381
Private Trust Company
Ohio
$48K 578 – –
FFA
382
Farther Finance Advisors
California
$44.9K 546 +546 New
GWANC
383
Guardian Wealth Advisors (North Carolina)
North Carolina
$43.3K 526 – –
ACA
384
Aptus Capital Advisors
Alabama
$43.3K 526 – –
RPCA
385
Running Point Capital Advisors
California
$40.7K 495 +495 New
CA
386
CoreCap Advisors
Michigan
$39.3K 478 +478 New
RIA
387
Realta Investment Advisors
Delaware
$37K 449 +449 New
IRC
388
Investors Research Corp
Georgia
$35.5K 431 – –
TFS
389
TrustCore Financial Services
Tennessee
$33.2K 403 – –
MIM
390
Macroview Investment Management
Maryland
$31.4K 382 – –
FWM
391
Focused Wealth Management
New York
$31.2K 379 +1 +0.3%
DWMG
392
DB Wealth Management Group
California
$31.2K 379 – –
PS
393
PayPay Securities
Japan
$30.5K 371 +371 New
MFAM
394
M Financial Asset Management
Oregon
$30K 344 – –
Qube Research & Technologies (QRT)
395
Qube Research & Technologies (QRT)
United Kingdom
$29.4K 357 -433 -55%
WWM
396
Wolff Wiese Magana
California
$27.2K 330 – –
BAM
397
Byrne Asset Management
New Jersey
$20.4K 248 +248 New
FRA
398
Front Row Advisors
California
$20K 245 – –
SPWM
399
Spartan Planning & Wealth Management
North Carolina
$19.5K 237 -15 -6%
NECFA
400
New England Capital Financial Advisors
Connecticut
$17.1K 200 +200 New
14 15
16
17 18