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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 %
GIA
426
Goodwin Investment Advisory
Georgia
$17K 169 – –
TWC
427
TD Waterhouse Canada
Ontario, Canada
$15.3K 155 – –
FSWA
428
Financial Synergies Wealth Advisors
Texas
$14.8K 180 -34 -16%
FP
429
Financial Perspectives
Minnesota
$14.2K 141 +1 +0.7%
LFA
430
LGT Financial Advisors
Texas
$14.1K 140 +1 +0.7%
FDCP
431
Foster Dykema Cabot & Partners
Massachusetts
$13.7K 136 +136 New
EWP
432
Elevation Wealth Partners
California
$13.5K 150 +150 New
PP
433
Pacifica Partners
Canada
$12.7K 132 – –
CAM
434
Costello Asset Management
Pennsylvania
$12.1K 120 – –
TLA
435
Tanglewood Legacy Advisors
Texas
$10.5K 104 – –
LC
436
Lindbrook Capital
California
$10.1K 100 – –
ACA
437
American Capital Advisory
Idaho
$8.44K 84 +84 New
NFSG
438
Newbridge Financial Services Group
Florida
$8.34K 83 – –
Qube Research & Technologies (QRT)
439
Qube Research & Technologies (QRT)
United Kingdom
$7.54K 75 +75 New
RIM
440
Rockbridge Investment Management
New York
$7.14K 71 +71 New
PS
441
PayPay Securities
Japan
$6.88K 68 -40 -37%
PS
442
Principal Securities
Iowa
$6.33K 63 +63 New
TSWM
443
Tyler-Stone Wealth Management
Ohio
$5.53K 55 – –
HCP
444
Hexagon Capital Partners
Arkansas
$3.62K 36 – –
HI
445
Horizon Investments
North Carolina
$3.32K 33 – –
MFT
446
Moisand Fitzgerald Tamayo
Florida
$2.51K 25 – –
CSC
447
Caldwell Sutter Capital
California
$2.21K 22 – –
WIA
448
Wetzel Investment Advisors
Indiana
$2K 18 +18 New
PMFA
449
Plante Moran Financial Advisors
Michigan
$1.81K 18 +8 +80%
AWM
450
Abound Wealth Management
Tennessee
$1.31K 13 – –
15 16 17
18
19