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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
SFPG
426
Stonebridge Financial Planning Group
Florida
$15K 150 – –
IF
427
Integrity Financial
Wyoming
$15K 142 +142 New
FP
428
Financial Perspectives
Minnesota
$14.6K 137 – –
PP
429
Pacifica Partners
Canada
$14K 134 – –
FFC
430
Fure Financial Corporation
Minnesota
$12K 116 – –
CQS
431
Credential Qtrade Securities
$11.7K 110 +110 New
Koshinski Asset Management
432
Koshinski Asset Management
Illinois
$10.8K 102 – –
NFSG
433
Newbridge Financial Services Group
Florida
$10K 93 +93 New
CWA
434
Clearview Wealth Advisors
Oregon
$7K 62 +20 +48%
MS
435
Mizuho Securities
Japan
$6K 58 +3 +5%
EW
436
Evoke Wealth
California
$5K 50 – –
HCP
437
Hexagon Capital Partners
Arkansas
$4K 36 – –
LS
438
Leelyn Smith
Illinois
$3K 28 +28 New
GIA
439
Goodwin Investment Advisory
Georgia
$2K 20 +12 +150%
WIM
440
Westside Investment Management
California
$1.3K 12,252 -300 -2%
PMFA
441
Plante Moran Financial Advisors
Michigan
$1K 10 – –
National Bank of Canada
442
National Bank of Canada
Quebec, Canada
$1K 5 +5 New
SFM
443
Signet Financial Management
New Jersey
$1K 11 +11 New
RTC
444
Riverview Trust Company
Washington
$277 2,606 – –
SC
445
Stephens Consulting
Michigan
$212 2 +2 New
FFG
446
Ford Financial Group
California
$28 268 +268 New
HT
447
HAP Trading
New York
– – -39,956 Closed
LNWTC
448
Laird Norton Wetherby Trust Company
Washington
– – -27,064 Closed
SIM
449
Seaview Investment Managers
Florida
– – -17,434 Closed
FTUS
450
Flow Traders U.S.
New York
– – -10,770 Closed
15 16 17
18
19