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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 %
BCMLT
426
Beacon Capital Management LLC (Tennessee)
Tennessee
$329 4 +3 +300%
GI
427
Gradient Investments
Minnesota
$165 2 +2 New
CMP
428
Coston McIsaac & Partners
Maine
$46 565 +5 +0.9%
HPWM
429
Highland Private Wealth Management
Washington
– – -31,130 Closed
Members Trust
430
Members Trust
Florida
– – -8,270 Closed
RIA
431
Regal Investment Advisors
Michigan
– – -6,170 Closed
KLI
432
Kelman-Lazarov Inc
Tennessee
– – -3,267 Closed
CW
433
CreativeOne Wealth
Kansas
– – -3,233 Closed
AWA
434
Archvest Wealth Advisors
California
– – -3,110 Closed
PWM
435
Perigon Wealth Management
California
– – -3,002 Closed
MA
436
MUFG Americas
New York
– – -2,720 Closed
GWSG
437
GPS Wealth Strategies Group
Colorado
– – -1,170 Closed
MCM
438
Manchester Capital Management
Vermont
– – -1,068 Closed
AJ
439
Ashburton (Jersey)
Jersey
– – -951 Closed
APC
440
Aspire Private Capital
North Carolina
– – -693 Closed
MS
441
Mizuho Securities
Japan
– – -490 Closed
GIA
442
Goodwin Investment Advisory
Georgia
– – -329 Closed
CAAS
443
Capital Asset Advisory Services
Michigan
– – -260 Closed
OPW
444
Oxler Private Wealth
New York
– – -200 Closed
EW
445
Evoke Wealth
California
– – -175 Closed
WAM
446
Worth Asset Management
Texas
– – -100 Closed
CFGS
447
Concourse Financial Group Securities
Alabama
– – – –
14 15 16 17
18