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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$17.3M 209,581 +2,716 +1%
GC
27
Garde Capital
Washington
$11.5M 139,134 -10,514 -7%
PC
28
Permanens Capital
New York
$11.4M 138,418 -4,200 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$10.5M 127,136 -81,013 -39%
Mariner
30
Mariner
Kansas
$10.2M 124,164 +19,783 +19%
BHB
31
Bank Hapoalim BM
Israel
$10.2M 124,000 – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.76M 118,600 -3,481 -3%
US Bancorp
33
US Bancorp
Minnesota
$9.54M 115,847 +6,068 +6%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.44M 114,679 +2,914 +3%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$8.88M 107,881 +26,540 +33%
HighTower Advisors
36
HighTower Advisors
Illinois
$8.85M 107,433 +32,646 +44%
DADC
37
D.A. Davidson & Co
Montana
$8.16M 99,142 -2,044 -2%
SWP
38
Stratos Wealth Partners
Ohio
$7.68M 93,265 -9,492 -9%
QC
39
Quent Capital
New York
$7.62M 92,596 -342 -0.4%
SWA
40
SOA Wealth Advisors
New York
$6.67M 81,062 +27,089 +50%
Goldman Sachs
41
Goldman Sachs
New York
$6.58M 79,934 +26,360 +49%
COCM
42
Charter Oak Capital Management
New Hampshire
$6.54M 79,406 +4,199 +6%
TF
43
Tompkins Financial
New York
$6.12M 74,382 -168 -0.2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.06M 73,625 +3,241 +5%
RFC
45
Regions Financial Corp
Alabama
$5.87M 71,285 -34 -0%
HPC
46
HM Payson & Co
Maine
$5.78M 70,220 +4,416 +7%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$5.04M 61,272 -9,566 -14%
SAG
48
SageView Advisory Group
California
$4.99M 60,591 +60,591 New
KeyBank National Association
49
KeyBank National Association
Ohio
$4.91M 59,690 +9,906 +20%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$4.51M 54,740 -99,577 -65%
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