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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
426
Gradient Investments
Minnesota
$177 2 – –
TCM
427
Tradewinds Capital Management
Washington
$176 2 -88 -98%
PG
428
Prostatis Group
Maryland
– – -53,434 Closed
Susquehanna International Group
429
Susquehanna International Group
Pennsylvania
– – -48,009 Closed
RJT
430
Raymond James Trust
Florida
– – -41,294 Closed
HF
431
HRT Financial
New York
– – -41,189 Closed
DCP
432
DSM Capital Partners
Florida
– – -25,463 Closed
LGWM
433
Litman Gregory Wealth Management
California
– – -15,321 Closed
SFS
434
Sowell Financial Services
Arkansas
– – -14,044 Closed
Brown Advisory
435
Brown Advisory
Maryland
– – -13,082 Closed
9WM
436
9258 Wealth Management
Ohio
– – -9,059 Closed
SG
437
StoneX Group
New York
– – -7,527 Closed
CFG
438
Citizens Financial Group
Rhode Island
– – -6,080 Closed
MW
439
Marcum Wealth
Ohio
– – -4,296 Closed
VFA
440
Valeo Financial Advisors
Indiana
– – -4,211 Closed
SCG
441
Sonata Capital Group
Washington
– – -3,648 Closed
RCM
442
Radnor Capital Management
Pennsylvania
– – -3,492 Closed
CCFCSB
443
Cape Cod Five Cents Savings Bank
Massachusetts
– – -3,316 Closed
MHI
444
Miller Howard Investments
New York
– – -2,955 Closed
NHFG
445
New Harbor Financial Group
Massachusetts
– – -2,563 Closed
CS
446
Credit Suisse
Switzerland
– – -2,237 Closed
CA
447
Corrado Advisors
New Jersey
– – -1,730 Closed
PIMG
448
Patriot Investment Management Group
Tennessee
– – -900 Closed
WA
449
Win Advisors
Florida
– – -806 Closed
RIA
450
Realta Investment Advisors
Delaware
– – -449 Closed
15 16 17
18
19