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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 %
IA
451
IFP Advisors
Florida
$402 4 – –
BCMLT
452
Beacon Capital Management LLC (Tennessee)
Tennessee
$360 4 – –
GI
453
Gradient Investments
Minnesota
$205 2 – –
LNWWM
454
Laird Norton Wetherby Wealth Management
California
– – -21,106 Closed
UCFA
455
United Capital Financial Advisors
Texas
– – -13,174 Closed
ACA
456
Affinity Capital Advisors
California
– – -8,605 Closed
SAS
457
Stelac Advisory Services
New York
– – -8,087 Closed
D
458
Dentgroup
Louisiana
– – -3,897 Closed
EFG
459
Ethos Financial Group
Pennsylvania
– – -3,643 Closed
PG
460
Prostatis Group
Maryland
– – -3,343 Closed
DAS
461
Dynamic Advisor Solutions
Arizona
– – -3,192 Closed
SF
462
Synovus Financial
Georgia
– – -2,904 Closed
PA
463
Prism Advisors
California
– – -2,394 Closed
MLA
464
My Legacy Advisors
Oregon
– – -2,372 Closed
CWP
465
Concord Wealth Partners
Virginia
– – -700 Closed
RIA
466
Realta Investment Advisors
Delaware
– – -665 Closed
FIA
467
FNY Investment Advisers
New York
– – -600 Closed
IF
468
Integrity Financial
Wyoming
– – -299 Closed
National Bank of Canada
469
National Bank of Canada
Quebec, Canada
– – -100 Closed
ME
470
McIlrath & Eck
Washington
– – -85 Closed
HCM
471
Hollencrest Capital Management
California
– – -73 Closed
YAL
472
Your Advocates Ltd
Texas
– – -34 Closed
HFS
473
Hantz Financial Services
Michigan
– – -1 Closed
CFGS
474
Concourse Financial Group Securities
Alabama
– – – –
15 16 17 18
19