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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 %
TCWA
401
Ten Capital Wealth Advisors
Washington
$16.7K 203 – –
FSWA
402
Financial Synergies Wealth Advisors
Texas
$14.8K 180 +28 +18%
PFC
403
Phocas Financial Corp
California
$12.3K 150 +150 New
IF
404
Integrity Financial
Wyoming
$11.7K 142 – –
FP
405
Financial Perspectives
Minnesota
$11.5K 139 – –
LFG
406
Larson Financial Group
Missouri
$11.4K 138 +138 New
PP
407
Pacifica Partners
Canada
$11K 134 – –
CAM
408
Costello Asset Management
Pennsylvania
$9.88K 120 – –
TLA
409
Tanglewood Legacy Advisors
Texas
$8.56K 104 +104 New
NHT
410
New Hampshire Trust
New Hampshire
$8.48K 103 +103 New
LC
411
Lindbrook Capital
California
$8.23K 100 -1,087 -92%
KTC
412
Kistler-Tiffany Companies
Pennsylvania
$8.23K 100 -100 -50%
National Bank of Canada
413
National Bank of Canada
Quebec, Canada
$8.23K 100 +100 New
NFSG
414
Newbridge Financial Services Group
Florida
$7.66K 93 – –
TCM
415
Tradewinds Capital Management
Washington
$7.41K 90 -3 -3%
HCM
416
Hollencrest Capital Management
California
$5.93K 72 +72 New
TSWM
417
Tyler-Stone Wealth Management
Ohio
$5K 55 – –
CWA
418
Clearview Wealth Advisors
Oregon
$4.28K 52 – –
LS
419
Leelyn Smith
Illinois
$3.79K 46 +6 +15%
HCP
420
Hexagon Capital Partners
Arkansas
$2.96K 36 – –
FAM
421
Family Asset Management
South Carolina
$2.63K 32 +32 New
AWM
422
Abound Wealth Management
Tennessee
$1.07K 13 – –
LWP
423
Laurel Wealth Planning
Minnesota
$906 11 – –
PMFA
424
Plante Moran Financial Advisors
Michigan
$823 10 -257 -96%
WIM
425
Westside Investment Management
California
$820 9,964 +2 +0%
14 15 16
17
18