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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
SAG
51
SageView Advisory Group
California
$6.25M 60,633 +5,436 +10%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.24M 52,166 +4,123 +9%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$5.03M 50,075 -6,729 -12%
Stifel Financial
54
Stifel Financial
Missouri
$5.01M 49,836 +3,556 +8%
AI
55
Accredited Investors
Minnesota
$5M 49,723 +407 +0.8%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.94M 49,108 -946 -2%
Citadel Advisors
57
Citadel Advisors
Florida
$4.8M 47,789 +47,789 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$4.66M 46,147 +21 +0%
LRWA
59
Long Run Wealth Advisors
New York
$4.29M 42,695 -1,925 -4%
CPC
60
Consolidated Planning Corp
Georgia
$4.29M 42,637 +1,237 +3%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$4.17M 41,518 +20,094 +94%
BMC
62
Bear Mountain Capital
Washington
$4.14M 41,448 +41,448 New
NA
63
NewEdge Advisors
Louisiana
$3.93M 38,611 +1,509 +4%
Creative Planning
64
Creative Planning
Kansas
$3.88M 38,592 +4,714 +14%
BCM
65
Brookstone Capital Management
Illinois
$3.72M 36,997 -3,158 -8%
FNWM
66
Financial Network Wealth Management
Utah
$3.57M 35,482 +6,152 +21%
3AM
67
3EDGE Asset Management
Florida
$3.45M 34,309 -4,003 -10%
SWP
68
Stratos Wealth Partners
Ohio
$3.29M 32,687 -20,357 -38%
BWM
69
BigSur Wealth Management
Florida
$3.22M 32,000 – –
LFASL
70
Lugano Financial Advisors SA (LFA)
Switzerland
$3.14M 31,255 +5,005 +19%
Cerity Partners
71
Cerity Partners
New York
$3.12M 31,056 +976 +3%
PAG
72
Private Advisor Group
New Jersey
$3.09M 30,757 -10,563 -26%
RZH
73
Relyea Zuckerberg Hanson
Connecticut
$3.09M 30,739 -1,761 -5%
CCA
74
Cobblestone Capital Advisors
New York
$3.07M 30,552 +5,566 +22%
DWM
75
Destination Wealth Management
California
$3M 29,817 -3,563 -11%
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