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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
2
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
MWM
5
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
3
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$5.11M -$260K -2,892 -5%
SAG
52
SageView Advisory Group
California
$4.97M -$228K -2,531 -4%
SWP
53
Stratos Wealth Partners
Ohio
$4.77M -$2.62M -29,067 -35%
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.5M +$31.9K +355 +0.7%
AI
55
Accredited Investors
Minnesota
$4.44M -$46.2K -514 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$4.4M +$134K +1,402 +3%
MML Investors Services
57
MML Investors Services
Massachusetts
$4.32M +$297K +3,300 +7%
Stifel Financial
58
Stifel Financial
Missouri
$4.16M +$492K +5,469 +13%
LRWA
59
Long Run Wealth Advisors
New York
$4.01M -$254K -2,820 -6%
CPC
60
Consolidated Planning Corp
Georgia
$3.72M +$33.7K +375 +0.9%
PAG
61
Private Advisor Group
New Jersey
$3.72M -$115K -1,275 -3%
BCM
62
Brookstone Capital Management
Illinois
$3.57M -$52.9K -595 -1%
3AM
63
3EDGE Asset Management
Florida
$3.42M -$445K -4,992 -12%
NA
64
NewEdge Advisors
Louisiana
$3.34M +$430K +4,784 +15%
Creative Planning
65
Creative Planning
Kansas
$3.05M -$10.3K -114 -0.3%
DWM
66
Destination Wealth Management
California
$3M +$201K +2,238 +7%
RZH
67
Relyea Zuckerberg Hanson
Connecticut
$2.92M -$227K -2,527 -7%
BWM
68
BigSur Wealth Management
Florida
$2.89M – – –
Cerity Partners
69
Cerity Partners
New York
$2.71M +$1.47M +16,319 +119%
FNWM
70
Financial Network Wealth Management
Utah
$2.63M +$174K +1,947 +7%
CAN
71
Cetera Advisor Networks
California
$2.54M +$474K +5,274 +23%
SFP
72
Shepherd Financial Partners
Massachusetts
$2.47M -$61.6K -685 -2%
WTC
73
WhitTier Trust Company
Nevada
$2.44M +$24.1K +268 +1%
MMA
74
Miracle Mile Advisors
California
$2.41M -$14.3K -159 -0.6%
LFASL
75
Lugano Financial Advisors SA (LFA)
Switzerland
$2.36M +$504K +5,602 +27%
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