SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
26
Permanens Capital
New York
$8.71M +$1.77M +20,136 +25%
RJA
27
Raymond James & Associates
Florida
$8.44M -$6.9M -78,559 -45%
Mariner
28
Mariner
Kansas
$8.18M -$54.4K -620 -0.7%
TF
29
Tompkins Financial
New York
$7.98M -$21.3K -242 -0.3%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$6.83M +$652K +7,424 +11%
Osaic Holdings
31
Osaic Holdings
Arizona
$6.63M +$1.29M +14,679 +24%
SC
32
Scotia Capital
Ontario, Canada
$6.4M +$910K +10,368 +17%
RFC
33
Regions Financial Corp
Alabama
$5.81M +$1.08M +12,251 +23%
CJA
34
C-J Advisory
California
$5.58M +$128K +1,452 +2%
DADC
35
D.A. Davidson & Co
Montana
$5.58M +$894K +10,180 +19%
SA
36
Stewardship Advisors
Pennsylvania
$5.54M +$310K +3,533 +6%
HighTower Advisors
37
HighTower Advisors
Illinois
$5.48M +$222K +2,530 +4%
BRWA
38
B. Riley Wealth Advisors
Florida
$5.11M +$4.74M +53,973 +1,276%
PSUF
39
People's United Financial
Connecticut
$4.99M +$3.64M +41,423 +270%
BCM
40
Brookstone Capital Management
Illinois
$4.83M +$1.44M +16,416 +43%
Northern Trust
41
Northern Trust
Illinois
$4.66M – – –
COCM
42
Charter Oak Capital Management
New Hampshire
$4.61M +$90.1K +1,026 +2%
Allianz Asset Management
43
Allianz Asset Management
Germany
$4.42M +$4.42M +50,326 New
KeyBank National Association
44
KeyBank National Association
Ohio
$4.35M -$1.87M -21,268 -30%
HPC
45
HM Payson & Co
Maine
$3.99M +$27.2K +310 +0.7%
Goldman Sachs
46
Goldman Sachs
New York
$3.89M – – –
PG
47
Prostatis Group
Maryland
$3.79M +$3.79M +43,201 New
GC
48
Garde Capital
Washington
$3.77M +$1.51M +17,145 +66%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$3.74M +$798K +9,091 +27%
BHB
50
Bank Hapoalim BM
Israel
$3.34M – – –
1
2
3 4 5