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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
HPC
51
HM Payson & Co
Maine
$4.45M 46,567 +1,086 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$4.26M 44,586 -108,953 -71%
Goldman Sachs
53
Goldman Sachs
New York
$4.24M 44,342 – –
BONH
54
Bank of New Hampshire
New Hampshire
$3.62M 37,879 +37,879 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$3.55M 37,122 +34,449 +1,289%
AI
56
Accredited Investors
Minnesota
$3.28M 34,328 +3,470 +11%
CPC
57
Consolidated Planning Corp
Georgia
$3.26M 34,070 +1,324 +4%
BWM
58
BigSur Wealth Management
Florida
$3.06M 32,000 – –
HPWM
59
Highland Private Wealth Management
Washington
$2.99M 31,300 -2,150 -6%
CCM
60
Colorado Capital Management
Colorado
$2.99M 25,647 -2,066 -7%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.99M 31,254 +2,984 +11%
Bank Julius Baer & Co
62
Bank Julius Baer & Co
Switzerland
$2.95M 30,898 +6,710 +28%
CAN
63
Cetera Advisor Networks
California
$2.86M 29,892 +17,731 +146%
3AM
64
3EDGE Asset Management
Florida
$2.82M 29,557 -2,835 -9%
Citadel Advisors
65
Citadel Advisors
Florida
$2.79M 29,216 +15,933 +120%
GC
66
Grimes & Company
Massachusetts
$2.71M 28,323 +1,926 +7%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.62M 27,392 +2,899 +12%
DWM
68
Destination Wealth Management
California
$2.61M 27,362 +966 +4%
IFAM
69
Institutional & Family Asset Management
Colorado
$2.59M 27,106 +10,602 +64%
LNWTC
70
Laird Norton Wetherby Trust Company
Washington
$2.59M 27,064 +27,064 New
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$2.58M 26,964 – –
B
72
Bailard
California
$2.57M 26,946 -148 -0.5%
MIAN
73
Mariner Independent Advisor Network
Kansas
$2.48M 25,945 +1,705 +7%
Citigroup
74
Citigroup
New York
$2.47M 25,833 +2,873 +13%
WTC
75
WhitTier Trust Company
Nevada
$2.42M 25,339 -562 -2%
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3
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