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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$18.3M 172,620 +160,439 +1,317%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$17.8M 167,118 -2,164 -1%
REMPR
28
Roof Eidam Maycock Peralta (REMP)
California
$17.6M 165,837 +2,582 +2%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$17.3M 162,537 +74,910 +85%
AA
30
Acorns Advisers
California
$17M 160,443 +52,480 +49%
Osaic Holdings
31
Osaic Holdings
Arizona
$16M 150,539 +53,762 +56%
PAG
32
Private Advisor Group
New Jersey
$13.2M 124,419 -78,917 -39%
BHB
33
Bank Hapoalim BM
Israel
$13.2M 124,000 – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$13M 122,417 +2,667 +2%
DP
35
Divergent Planning
Maryland
$12.8M 120,469 +6,685 +6%
Mariner
36
Mariner
Kansas
$10.2M 96,426 +2,236 +2%
GC
37
Garde Capital
Washington
$10.2M 95,755 +19,700 +26%
BCM
38
Brookstone Capital Management
Illinois
$9.99M 96,908 +10,756 +12%
DADC
39
D.A. Davidson & Co
Montana
$9.72M 91,520 +5,027 +6%
PG
40
Prostatis Group
Maryland
$9.38M 88,294 +11,080 +14%
3AM
41
3EDGE Asset Management
Florida
$8.94M 84,114 +26,404 +46%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.66M 81,485 +17,866 +28%
HighTower Advisors
43
HighTower Advisors
Illinois
$8.39M 78,932 +2,993 +4%
PC
44
Permanens Capital
New York
$8.21M 77,254 -2,453 -3%
SA
45
Stewardship Advisors
Pennsylvania
$8.03M 75,584 -18,549 -20%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$7.9M 74,346 +25,577 +52%
RFC
47
Regions Financial Corp
Alabama
$7.63M 71,815 -3,543 -5%
MA
48
Mutual Advisors
Nebraska
$7.5M 70,620 +51,801 +275%
TF
49
Tompkins Financial
New York
$7.46M 70,238 +1,816 +3%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$7.14M 67,149 +11,051 +20%
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