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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 %
BCPWM
376
Bradley & Co Private Wealth Management
Florida
$181K 1,800 – –
CFD
377
Creative Financial Designs
Indiana
$179K 1,786 -46 -3%
MSS
378
Mitchell Sinkler & Starr
Pennsylvania
$169K 1,680 +1,680 New
FM
379
Family Management
New York
$146K 1,449 – –
PAI
380
Pittenger & Anderson Inc
Nebraska
$139K 1,382 – –
TRCT
381
Tower Research Capital (TRC)
New York
$124K 1,237 +757 +158%
BIA
382
Bell Investment Advisors
California
$123K 1,225 +34 +3%
CIAS
383
Capital Investment Advisory Services
North Carolina
$120K 1,197 -116 -9%
AIA
384
Arcadia Investment Advisors
Idaho
$114K 1,130 – –
GEA
385
Glen Eagle Advisors
New Jersey
$109K 1,085 +4 +0.4%
PWMG
386
Prestige Wealth Management Group
New Jersey
$107K 1,066 – –
CWM
387
Cranbrook Wealth Management
Michigan
$105K 1,048 +2 +0.2%
RG
388
Retirement Group
California
$105K 1,046 +5 +0.5%
SPWM
389
Spartan Planning & Wealth Management
North Carolina
$94.8K 943 +315 +50%
HR
390
Howe & Rusling
New York
$85.4K 850 – –
SSB
391
Sandy Spring Bank
Maryland
$84.3K 838 – –
FFA
392
Farther Finance Advisors
California
$81.5K 811 +265 +49%
CA
393
Crewe Advisors
Utah
$81.5K 811 – –
FWP
394
FAS Wealth Partners
Kansas
$80.8K 804 -310 -28%
BWP
395
Baldwin Wealth Partners
Massachusetts
$72.9K 725 – –
PA
396
Parallel Advisors
California
$69.8K 694 -40 -5%
GWSG
397
GPS Wealth Strategies Group
Colorado
$67.3K 670 – –
CTA
398
Colonial Trust Advisors
South Carolina
$65.3K 650 – –
IRC
399
Investors Research Corp
Georgia
$59.6K 593 +92 +18%
CMP
400
Coston McIsaac & Partners
Maine
$57K 573 +5 +0.9%
14 15
16
17 18