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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$11.9M 38,621 +621 +2%
PAG
27
Private Advisor Group
New Jersey
$11.8M 123,463 +13,630 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$11.3M 117,919 +1,990 +2%
DP
29
Divergent Planning
Maryland
$10.6M 110,751 +110,751 New
RJA
30
Raymond James & Associates
Florida
$9.84M 103,021 +6,975 +7%
Mariner
31
Mariner
Kansas
$9M 94,190 +1,100 +1%
PC
32
Permanens Capital
New York
$8.49M 88,895 -10,237 -10%
Osaic Holdings
33
Osaic Holdings
Arizona
$7.97M 83,440 +8,054 +11%
BCM
34
Brookstone Capital Management
Illinois
$7.87M 81,159 +26,217 +48%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$7.82M 81,800 +4,024 +5%
DADC
36
D.A. Davidson & Co
Montana
$7.28M 76,189 +12,701 +20%
RFC
37
Regions Financial Corp
Alabama
$6.97M 72,917 +6,808 +10%
HighTower Advisors
38
HighTower Advisors
Illinois
$6.81M 71,292 +8,881 +14%
GC
39
Garde Capital
Washington
$6.7M 70,088 +27,138 +63%
PG
40
Prostatis Group
Maryland
$6.16M 64,499 +21,298 +49%
SA
41
Stewardship Advisors
Pennsylvania
$6.06M 63,439 +369 +0.6%
CJA
42
C-J Advisory
California
$5.98M 62,564 -1,009 -2%
PSUF
43
People's United Financial
Connecticut
$5.87M 61,411 +4,641 +8%
COCM
44
Charter Oak Capital Management
New Hampshire
$5.7M 59,655 +7,197 +14%
BRWA
45
B. Riley Wealth Advisors
Florida
$5.58M 58,365 +161 +0.3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$5.57M 58,245 +25,606 +78%
AA
47
Acorns Advisers
California
$5.5M 57,571 +57,571 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$4.98M 52,171 +9,575 +22%
Northern Trust
49
Northern Trust
Illinois
$4.91M 51,411 -1,645 -3%
KeyBank National Association
50
KeyBank National Association
Ohio
$4.78M 49,984 +444 +0.9%
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