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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
51
Northern Trust
Illinois
$4.93M – – –
HPC
52
HM Payson & Co
Maine
$4.9M +$434K +4,518 +10%
KeyBank National Association
53
KeyBank National Association
Ohio
$4.81M +$11.5K +120 +0.2%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$4.68M +$3.2M +33,365 +217%
WWM
55
WJ Wealth Management
Arizona
$4.68M +$4.17M +43,464 +820%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.88M +$178K +1,782 +5%
HT
57
HAP Trading
New York
$3.83M +$3.83M +39,956 New
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$3.73M +$762K +7,940 +26%
BONH
59
Bank of New Hampshire
New Hampshire
$3.62M – – –
CPC
60
Consolidated Planning Corp
Georgia
$3.45M +$179K +1,868 +5%
AI
61
Accredited Investors
Minnesota
$3.44M +$147K +1,527 +4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$3.35M +$2.83M +29,482 +547%
CAN
63
Cetera Advisor Networks
California
$3.34M +$476K +4,962 +17%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.16M +$529K +5,512 +20%
GC
65
Grimes & Company
Massachusetts
$3.11M +$394K +4,107 +15%
BWM
66
BigSur Wealth Management
Florida
$3.07M – – –
HPWM
67
Highland Private Wealth Management
Washington
$3M – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$3M -$2.98K -31 -0.1%
CCM
69
Colorado Capital Management
Colorado
$2.78M -$164K -1,431 -6%
MIAN
70
Mariner Independent Advisor Network
Kansas
$2.65M +$160K +1,667 +6%
LNWTC
71
Laird Norton Wetherby Trust Company
Washington
$2.6M – – –
LFASL
72
Lugano Financial Advisors SA (LFA)
Switzerland
$2.59M – – –
Creative Planning
73
Creative Planning
Kansas
$2.57M +$1.76M +18,350 +219%
B
74
Bailard
California
$2.55M -$33.6K -350 -1%
DWM
75
Destination Wealth Management
California
$2.52M -$103K -1,078 -4%
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3
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