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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
76
Allianz Asset Management
Germany
$2.42M 25,326 -25,000 -50%
SFP
77
Shepherd Financial Partners
Massachusetts
$2.31M 24,223 +298 +1%
CAC
78
Core Alternative Capital
Georgia
$2.26M 23,649 +13,105 +124%
William Blair & Company
79
William Blair & Company
Illinois
$2.2M 23,007 +151 +0.7%
SPIA
80
Steward Partners Investment Advisory
New York
$2.2M 22,993 -320 -1%
SB
81
Simmons Bank
Arkansas
$2.12M 22,215 +22,215 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$2.11M 22,062 – –
RG
83
Rathbones Group
United Kingdom
$2.09M 21,850 -650 -3%
DAS
84
Dynamic Advisor Solutions
Arizona
$2.07M 21,693 +3,313 +18%
VWA
85
VERITY Wealth Advisors
United States
$2.06M 21,578 – –
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$1.98M 20,728 – –
EWM
87
Evercore Wealth Management
New York
$1.98M 20,712 – –
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$1.96M 20,546 +20,546 New
CWM
89
Cornerstone Wealth Management
Missouri
$1.94M 20,325 -5 -0%
HB
90
Homrich & Berg
Georgia
$1.93M 20,170 -254 -1%
CPFP
91
Clear Perspectives Financial Planning
Ohio
$1.91M 20,020 +936 +5%
SWA
92
SOA Wealth Advisors
New York
$1.91M 19,975 +14,138 +242%
KAS
93
Kestra Advisory Services
Texas
$1.9M 19,862 +6,773 +52%
MCM
94
Manchester Capital Management
Vermont
$1.89M 19,828 – –
SCA
95
Snowden Capital Advisors
New York
$1.85M 19,353 +128 +0.7%
AIP
96
Ameritas Investment Partners
Nebraska
$1.84M 19,279 -520 -3%
MMA
97
Miracle Mile Advisors
California
$1.84M 19,217 +6,680 +53%
CB
98
Commerce Bank
Missouri
$1.79M 18,705 +325 +2%
BAAM
99
Baker Avenue Asset Management
California
$1.78M 18,661 +3,112 +20%
HI
100
Harbour Investments
Wisconsin
$1.78M 18,600 -28 -0.2%
2 3
4
5 6