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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Garde Capital
Washington
$12.9M 147,420 +8,286 +6%
PC
27
Permanens Capital
New York
$11.8M 134,940 -3,478 -3%
RJA
28
Raymond James & Associates
Florida
$11.2M 127,722 -487,749 -79%
Mariner
29
Mariner
Kansas
$11.2M 127,281 +3,117 +3%
US Bancorp
30
US Bancorp
Minnesota
$11.1M 126,360 +10,513 +9%
BHB
31
Bank Hapoalim BM
Israel
$10.9M 124,000 – –
Baird Financial Group
32
Baird Financial Group
Wisconsin
$9.5M 108,290 +409 +0.4%
HighTower Advisors
33
HighTower Advisors
Illinois
$9.29M 105,831 -1,602 -1%
DADC
34
D.A. Davidson & Co
Montana
$9.05M 103,121 +3,979 +4%
BRWA
35
B. Riley Wealth Advisors
Florida
$8.86M 100,981 +48,256 +92%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$8.4M 95,650 -19,029 -17%
QC
37
Quent Capital
New York
$8.26M 94,064 +1,468 +2%
COCM
38
Charter Oak Capital Management
New Hampshire
$7.66M 87,268 +7,862 +10%
SWA
39
SOA Wealth Advisors
New York
$7.08M 80,616 -446 -0.6%
Goldman Sachs
40
Goldman Sachs
New York
$6.87M 78,289 -1,645 -2%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$6.7M 76,342 +2,717 +4%
RFC
42
Regions Financial Corp
Alabama
$6.32M 71,978 +693 +1%
HPC
43
HM Payson & Co
Maine
$6.18M 70,415 +195 +0.3%
TF
44
Tompkins Financial
New York
$6.11M 69,589 -4,793 -6%
KeyBank National Association
45
KeyBank National Association
Ohio
$5.64M 64,265 +4,575 +8%
SA
46
Stewardship Advisors
Pennsylvania
$5.27M 59,989 +17,801 +42%
SAG
47
SageView Advisory Group
California
$5.23M 59,570 -1,021 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$5.17M 58,946 -2,326 -4%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$4.88M 55,565 +825 +2%
Northern Trust
50
Northern Trust
Illinois
$4.58M 52,125 +730 +1%
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