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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
51
Charter Oak Capital Management
New Hampshire
$7.05M 66,354 +4,639 +8%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$6.96M 65,534 +7,813 +14%
BRWA
53
B. Riley Wealth Advisors
Florida
$6.51M 61,261 -538 -0.9%
Northern Trust
54
Northern Trust
Illinois
$5.79M 54,513 +3,102 +6%
HPC
55
HM Payson & Co
Maine
$5.71M 53,739 +2,654 +5%
KeyBank National Association
56
KeyBank National Association
Ohio
$5.51M 51,880 +1,776 +4%
ZIMP
57
Zimmermann Investment Management & Planning
Pennsylvania
$5.34M 50,209 +50,209 New
GIP
58
Granite Investment Partners
California
$5.33M 50,172 +50,172 New
WWM
59
WJ Wealth Management
Arizona
$5.16M 48,627 -138 -0.3%
FIG
60
FundX Investment Group
California
$4.79M 45,124 +28,800 +176%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$4.56M 42,939 +8,067 +23%
BONH
62
Bank of New Hampshire
New Hampshire
$4.52M 42,548 +4,669 +12%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.38M 41,269 +8,365 +25%
QC
64
Quent Capital
New York
$4.37M 41,092 +41,092 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.35M 40,758 +1,854 +5%
Brown Advisory
66
Brown Advisory
Maryland
$4.33M 40,773 +32,679 +404%
Goldman Sachs
67
Goldman Sachs
New York
$4.11M 38,724 +15,466 +66%
PSUF
68
People's United Financial
Connecticut
$4.05M 38,150 -27,068 -42%
CPC
69
Consolidated Planning Corp
Georgia
$4.04M 37,982 +2,044 +6%
AI
70
Accredited Investors
Minnesota
$3.98M 37,432 +1,577 +4%
LRWA
71
Long Run Wealth Advisors
New York
$3.81M 35,817 +35,817 New
CAN
72
Cetera Advisor Networks
California
$3.75M 35,329 +475 +1%
SWA
73
SOA Wealth Advisors
New York
$3.74M 35,125 +10,963 +45%
GC
74
Grimes & Company
Massachusetts
$3.69M 34,703 +2,273 +7%
MML Investors Services
75
MML Investors Services
Massachusetts
$3.61M 34,017 +2,794 +9%
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3
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