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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
26
Bank Hapoalim BM
Israel
$11.9M +$8.19M +85,379 +221%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$11.5M +$176K +1,831 +2%
DP
28
Divergent Planning
Maryland
$11M +$294K +3,033 +3%
AA
29
Acorns Advisers
California
$10.4M +$4.84M +50,392 +88%
RJA
30
Raymond James & Associates
Florida
$9.78M -$105K -1,091 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$9.29M +$1.28M +13,337 +16%
Mariner
32
Mariner
Kansas
$9.04M – – –
SA
33
Stewardship Advisors
Pennsylvania
$9.03M +$2.95M +30,694 +48%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.41M +$559K +5,827 +7%
BCM
35
Brookstone Capital Management
Illinois
$8.41M +$487K +4,993 +6%
DADC
36
D.A. Davidson & Co
Montana
$8.3M +$989K +10,304 +14%
PC
37
Permanens Capital
New York
$7.65M -$882K -9,188 -10%
PG
38
Prostatis Group
Maryland
$7.41M +$1.22M +12,715 +20%
GC
39
Garde Capital
Washington
$7.3M +$572K +5,967 +9%
HighTower Advisors
40
HighTower Advisors
Illinois
$7.29M +$446K +4,647 +7%
RFC
41
Regions Financial Corp
Alabama
$7.23M +$234K +2,441 +3%
TF
42
Tompkins Financial
New York
$6.57M +$6.57M +68,422 New
PSUF
43
People's United Financial
Connecticut
$6.26M +$365K +3,807 +6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.1M +$516K +5,374 +9%
BRWA
45
B. Riley Wealth Advisors
Florida
$5.93M +$330K +3,434 +6%
COCM
46
Charter Oak Capital Management
New Hampshire
$5.92M +$198K +2,060 +3%
CJA
47
C-J Advisory
California
$5.9M -$103K -1,077 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.54M +$1.26M +13,135 +29%
3AM
49
3EDGE Asset Management
Florida
$5.54M +$2.7M +28,153 +95%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$5.38M +$377K +3,927 +8%
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