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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
51
Prostatis Group
Maryland
$4.4M 53,434 +53,434 New
BRWA
52
B. Riley Wealth Advisors
Florida
$4.34M 52,725 -956 -2%
Northern Trust
53
Northern Trust
Illinois
$4.23M 51,395 – –
AI
54
Accredited Investors
Minnesota
$3.96M 48,161 +300 +0.6%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$3.95M 48,009 +29,488 +159%
BCM
56
Brookstone Capital Management
Illinois
$3.77M 45,161 -23,008 -34%
LRWA
57
Long Run Wealth Advisors
New York
$3.68M 44,747 +2,803 +7%
SA
58
Stewardship Advisors
Pennsylvania
$3.47M 42,188 -28,992 -41%
RJT
59
Raymond James Trust
Florida
$3.4M 41,294 +41,294 New
HF
60
HRT Financial
New York
$3.39M 41,189 +41,189 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$3.36M 40,678 +4,430 +12%
CG
62
Corundum Group
Colorado
$3.28M 39,829 +5,183 +15%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.12M 37,853 +1,765 +5%
CPC
64
Consolidated Planning Corp
Georgia
$3.1M 37,717 -838 -2%
WTC
65
WhitTier Trust Company
Nevada
$3.08M 37,405 +3,118 +9%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$2.93M 35,555 +14,449 +68%
Creative Planning
67
Creative Planning
Kansas
$2.92M 35,413 +544 +2%
RZH
68
Relyea Zuckerberg Hanson
Connecticut
$2.83M 34,357 +1,984 +6%
SB
69
Simmons Bank
Arkansas
$2.82M 34,210 – –
DWM
70
Destination Wealth Management
California
$2.77M 33,675 +1,178 +4%
BWM
71
Bulltick Wealth Management
Florida
$2.69M 32,669 -375 -1%
BWM
72
BigSur Wealth Management
Florida
$2.63M 32,000 – –
BONH
73
Bank of New Hampshire
New Hampshire
$2.61M 31,703 -5,645 -15%
CCM
74
Colorado Capital Management
Colorado
$2.6M 21,595 -1,007 -4%
RSWM
75
Robertson Stephens Wealth Management
California
$2.58M 31,352 +8,705 +38%
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