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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$14.3M 142,393 -89,263 -39%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$13.9M 138,496 +14,925 +12%
Mariner
28
Mariner
Kansas
$12.9M 128,153 -4,241 -3%
HighTower Advisors
29
HighTower Advisors
Illinois
$11.4M 113,344 +3,061 +3%
SA
30
Stewardship Advisors
Pennsylvania
$10.9M 107,983 +23,685 +28%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$10.7M 106,560 -1,913 -2%
GC
32
Garde Capital
Washington
$10.3M 102,849 -30,461 -23%
MD
33
Money Design
Japan
$10.1M 100,696 +16,584 +20%
DADC
34
D.A. Davidson & Co
Montana
$10.1M 100,428 -4,237 -4%
FF
35
Farrow Financial
Vermont
$9.71M 96,596 +96,596 New
QC
36
Quent Capital
New York
$9.26M 92,095 -1,993 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.16M 91,131 +1,154 +1%
HPC
38
HM Payson & Co
Maine
$8.3M 82,587 +2,096 +3%
Northern Trust
39
Northern Trust
Illinois
$8.3M 82,565 +17,856 +28%
COCM
40
Charter Oak Capital Management
New Hampshire
$8.04M 80,021 -289 -0.4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$7.88M 78,429 +19,476 +33%
SWA
42
SOA Wealth Advisors
New York
$7.62M 75,772 -872 -1%
RSWM
43
Robertson Stephens Wealth Management
California
$7.07M 70,296 +2,366 +3%
RFC
44
Regions Financial Corp
Alabama
$7M 69,606 +104 +0.1%
REMPR
45
Roof Eidam Maycock Peralta (REMP)
California
$6.84M 68,081 +791 +1%
CG
46
Corundum Group
Colorado
$6.82M 67,886 +4,743 +8%
KeyBank National Association
47
KeyBank National Association
Ohio
$6.79M 67,568 +189 +0.3%
PC
48
Permanens Capital
New York
$6.59M 65,574 -4,256 -6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.59M 65,542 -2,927 -4%
TF
50
Tompkins Financial
New York
$6.56M 65,231 -880 -1%
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