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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.8M
5
MWM
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
401
Costello Asset Management
Pennsylvania
$10.8K – – –
PS
402
PayPay Securities
Japan
$9.72K -$5.04K -56 -34%
TLA
403
Tanglewood Legacy Advisors
Texas
$9.36K – – –
LC
404
Lindbrook Capital
California
$9K – – –
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$8.88K – – –
ME
406
McIlrath & Eck
Washington
$7.65K +$7.65K +85 New
NFSG
407
Newbridge Financial Services Group
Florida
$7.47K -$900 -10 -11%
HCM
408
Hollencrest Capital Management
California
$6.53K – – –
TSWM
409
Tyler-Stone Wealth Management
Ohio
$5K – – –
HCP
410
Hexagon Capital Partners
Arkansas
$3.24K – – –
YAL
411
Your Advocates Ltd
Texas
$3.06K +$3.06K +34 New
HI
412
Horizon Investments
North Carolina
$2.97K – – –
MFT
413
Moisand Fitzgerald Tamayo
Florida
$2.25K +$2.25K +25 New
CSC
414
Caldwell Sutter Capital
California
$1.98K – – –
AWM
415
Abound Wealth Management
Tennessee
$1.17K – – –
PMFA
416
Plante Moran Financial Advisors
Michigan
$900 – – –
BCMLT
417
Beacon Capital Management LLC (Tennessee)
Tennessee
$375 – – –
IA
418
IFP Advisors
Florida
$360 – – –
GI
419
Gradient Investments
Minnesota
$182 – – –
Qube Research & Technologies (QRT)
420
Qube Research & Technologies (QRT)
United Kingdom
– -$27M -372,195 Closed
Citadel Advisors
421
Citadel Advisors
Florida
– -$2.87M -30,611 Closed
Goldman Sachs
422
Goldman Sachs
New York
– -$1.91M -20,430 Closed
FTUS
423
Flow Traders U.S.
New York
– -$1.8M -19,192 Closed
RG
424
Rathbones Group
United Kingdom
– -$1.31M -14,000 Closed
Rockefeller Capital Management
425
Rockefeller Capital Management
New York
– -$561K -5,988 Closed
14 15 16
17
18