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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 %
AssetMark Inc
401
AssetMark Inc
California
$57K 567 +567 New
VNA
402
Valley National Advisers
Pennsylvania
$56K 564 – –
First Manhattan
403
First Manhattan
New York
$54.1K 538 – –
WT
404
Whittier Trust
California
$53.4K 531 -1,803 -77%
GWANC
405
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.9K 526 – –
ACA
406
Aptus Capital Advisors
Alabama
$52.9K 526 – –
PTC
407
Private Trust Company
Ohio
$52.6K 523 – –
AF
408
Advisornet Financial
Minnesota
$51.1K 508 -674 -57%
RPCA
409
Running Point Capital Advisors
California
$49.8K 495 – –
NFA
410
Northwest Financial Advisors
Virginia
$45.9K 457 +457 New
PCMC
411
Private Capital Management (Colorado)
Colorado
$45.6K 454 – –
DJSG
412
D.J. St. Germain
Massachusetts
$43.3K 431 +431 New
DFA
413
DHJJ Financial Advisors
Illinois
$39.2K 390 – –
PAIM
414
Punch & Associates Investment Management
Minnesota
$38.7K 385 -25 -6%
FWM
415
Focused Wealth Management
New York
$38.7K 385 +3 +0.8%
MIM
416
Macroview Investment Management
Maryland
$38.4K 382 – –
LFG
417
Larson Financial Group
Missouri
$37.9K 378 +1 +0.3%
DWMG
418
DB Wealth Management Group
California
$35.8K 356 – –
VWM
419
Valley Wealth Managers
New Jersey
$35.2K 350 – –
WWM
420
Wolff Wiese Magana
California
$33.2K 330 – –
CAM
421
Clarity Asset Management
Iowa
$30K 298 +298 New
NS
422
NBC Securities
Alabama
$27K 272 +50 +23%
FRA
423
Front Row Advisors
California
$26.6K 265 – –
DF
424
Dunhill Financial
United Kingdom
$20.4K 203 +203 New
HWA
425
Heritage Wealth Advisors
Virginia
$17.3K 172 +172 New
15 16
17
18 19