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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Colorado Capital Management
Colorado
$3.16M -$245K -2,150 -7%
Mirae Asset Global Investments
52
Mirae Asset Global Investments
South Korea
$2.97M -$5.37M -61,200 -64%
HPWM
53
Highland Private Wealth Management
Washington
$2.94M -$14.1K -160 -0.5%
CPC
54
Consolidated Planning Corp
Georgia
$2.88M +$218K +2,487 +8%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.87M +$339K +3,856 +13%
3AM
56
3EDGE Asset Management
Florida
$2.85M +$1.01M +11,479 +55%
BWM
57
BigSur Wealth Management
Florida
$2.81M – – –
TRCT
58
Tower Research Capital (TRC)
New York
$2.74M +$2.74M +31,154 New
AI
59
Accredited Investors
Minnesota
$2.71M +$198K +2,251 +8%
MML Investors Services
60
MML Investors Services
Massachusetts
$2.48M -$109K -1,241 -4%
B
61
Bailard
California
$2.38M +$107K +1,223 +5%
LFASL
62
Lugano Financial Advisors SA (LFA)
Switzerland
$2.37M -$1.37M -15,646 -37%
Creative Planning
63
Creative Planning
Kansas
$2.35M -$73.2K -834 -3%
DWM
64
Destination Wealth Management
California
$2.32M +$47.3K +539 +2%
GC
65
Grimes & Company
Massachusetts
$2.32M +$268K +3,049 +13%
WTC
66
WhitTier Trust Company
Nevada
$2.27M +$301K +3,425 +15%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15M +$616K +7,012 +40%
MIAN
68
Mariner Independent Advisor Network
Kansas
$2.13M +$1.23M +14,000 +137%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$2.12M -$1.67M -19,047 -44%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.11M – – –
SFP
71
Shepherd Financial Partners
Massachusetts
$2.1M -$248K -2,826 -11%
SPIA
72
Steward Partners Investment Advisory
New York
$2.05M +$1.64M +18,637 +399%
Citigroup
73
Citigroup
New York
$2.02M +$412K +4,689 +26%
William Blair & Company
74
William Blair & Company
Illinois
$2.01M +$21.1K +240 +1%
RG
75
Rathbones Group
United Kingdom
$1.98M +$1.98M +22,500 New
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