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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
2
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
MWM
5
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
3
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Fund Evaluation Group
Ohio
$15.4M +$15.4M +171,644 New
RJA
27
Raymond James & Associates
Florida
$12.4M +$1.68M +18,717 +16%
GC
28
Garde Capital
Washington
$12M -$1.43M -15,922 -11%
Mariner
29
Mariner
Kansas
$11.9M -$53.9K -599 -0.5%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$11.1M +$957K +10,633 +9%
HighTower Advisors
31
HighTower Advisors
Illinois
$9.93M +$354K +3,938 +4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.76M -$452K -5,028 -4%
DADC
33
D.A. Davidson & Co
Montana
$9.42M -$14.8K -165 -0.2%
QC
34
Quent Capital
New York
$8.47M -$73.2K -814 -0.9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.1M -$264K -2,930 -3%
SA
36
Stewardship Advisors
Pennsylvania
$7.58M +$1.49M +16,511 +24%
MD
37
Money Design
Japan
$7.57M -$13M -144,713 -63%
HPC
38
HM Payson & Co
Maine
$7.24M +$343K +3,812 +5%
COCM
39
Charter Oak Capital Management
New Hampshire
$7.23M -$401K -4,459 -5%
SWA
40
SOA Wealth Advisors
New York
$6.9M +$120K +1,332 +2%
PC
41
Permanens Capital
New York
$6.31M -$842K -9,319 -12%
RFC
42
Regions Financial Corp
Alabama
$6.25M -$234K -2,602 -4%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$6.16M +$411K +4,566 +7%
RSWM
44
Robertson Stephens Wealth Management
California
$6.14M +$925K +10,241 +18%
KeyBank National Association
45
KeyBank National Association
Ohio
$6.06M +$253K +2,814 +4%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$6.05M +$1.07M +11,861 +21%
TF
47
Tompkins Financial
New York
$5.95M -$156K -1,735 -3%
Northern Trust
48
Northern Trust
Illinois
$5.82M +$6.3K +70 +0.1%
CG
49
Corundum Group
Colorado
$5.68M +$167K +1,856 +3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$5.3M +$3.83M +42,609 +261%
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