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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Accredited Investors
Minnesota
$4.46M 50,761 +2,600 +5%
LRWA
52
Long Run Wealth Advisors
New York
$4.27M 48,705 +3,958 +9%
PAG
53
Private Advisor Group
New Jersey
$3.95M 45,009 -1,479 -3%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$3.76M 42,770 +2,092 +5%
BCM
55
Brookstone Capital Management
Illinois
$3.65M 41,578 -3,583 -8%
CG
56
Corundum Group
Colorado
$3.59M 40,876 +1,047 +3%
CPC
57
Consolidated Planning Corp
Georgia
$3.52M 40,107 +2,390 +6%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.24M 36,877 -976 -3%
SB
59
Simmons Bank
Arkansas
$3.05M 34,795 +585 +2%
RZH
60
Relyea Zuckerberg Hanson
Connecticut
$3.02M 34,404 +47 +0.1%
MML Investors Services
61
MML Investors Services
Massachusetts
$2.97M 33,792 +3,429 +11%
BWM
62
BigSur Wealth Management
Florida
$2.81M 32,000 – –
DWM
63
Destination Wealth Management
California
$2.78M 31,702 -1,973 -6%
SWP
64
Stratos Wealth Partners
Ohio
$2.72M 30,969 -62,296 -67%
RSWM
65
Robertson Stephens Wealth Management
California
$2.69M 30,650 -702 -2%
SFP
66
Shepherd Financial Partners
Massachusetts
$2.52M 28,670 -98 -0.3%
CCM
67
Colorado Capital Management
Colorado
$2.49M 21,224 -371 -2%
FNWM
68
Financial Network Wealth Management
Utah
$2.47M 28,183 +270 +1%
NA
69
NewEdge Advisors
Louisiana
$2.46M 28,002 +13,152 +89%
Creative Planning
70
Creative Planning
Kansas
$2.45M 27,879 -7,534 -21%
BONH
71
Bank of New Hampshire
New Hampshire
$2.45M 27,863 -3,840 -12%
CG
72
Colony Group
Massachusetts
$2.37M 26,961 -1,863 -6%
GC
73
Grimes & Company
Massachusetts
$2.36M 26,928 +1,782 +7%
WTC
74
WhitTier Trust Company
Nevada
$2.28M 26,026 -11,379 -30%
CAN
75
Cetera Advisor Networks
California
$2.22M 25,332 -2,493 -9%
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3
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