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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
76
Institutional & Family Asset Management
Colorado
$2.49M -$111K -1,158 -4%
CPFP
77
Clear Perspectives Financial Planning
Ohio
$2.48M +$562K +5,863 +29%
SFP
78
Shepherd Financial Partners
Massachusetts
$2.46M +$134K +1,397 +6%
WTC
79
WhitTier Trust Company
Nevada
$2.43M – – –
KAS
80
Kestra Advisory Services
Texas
$2.41M +$507K +5,287 +27%
SWA
81
SOA Wealth Advisors
New York
$2.32M +$402K +4,187 +21%
SPIA
82
Steward Partners Investment Advisory
New York
$2.29M +$88.2K +919 +4%
SB
83
Simmons Bank
Arkansas
$2.27M +$140K +1,454 +7%
William Blair & Company
84
William Blair & Company
Illinois
$2.26M +$51.6K +538 +2%
Goldman Sachs
85
Goldman Sachs
New York
$2.23M -$2.02M -21,084 -48%
CAC
86
Core Alternative Capital
Georgia
$2.17M -$100K -1,042 -4%
VWA
87
VERITY Wealth Advisors
United States
$2.16M +$92.1K +960 +4%
Citigroup
88
Citigroup
New York
$2.14M -$338K -3,522 -14%
DAS
89
Dynamic Advisor Solutions
Arizona
$2.06M -$22.9K -239 -1%
CWM
90
Cornerstone Wealth Management
Missouri
$1.98M +$24.9K +260 +1%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$1.97M – – –
RG
92
Rathbones Group
United Kingdom
$1.96M -$139K -1,450 -7%
HI
93
Harbour Investments
Wisconsin
$1.95M +$164K +1,713 +9%
MMA
94
Miracle Mile Advisors
California
$1.91M +$63.9K +666 +3%
MCM
95
Manchester Capital Management
Vermont
$1.9M – – –
HB
96
Homrich & Berg
Georgia
$1.89M -$48K -500 -2%
SCA
97
Snowden Capital Advisors
New York
$1.87M +$12.7K +132 +0.7%
CB
98
Commerce Bank
Missouri
$1.83M +$38.4K +400 +2%
AIP
99
Ameritas Investment Partners
Nebraska
$1.83M -$21.7K -226 -1%
BDFN
100
Bond & Devick Financial Network
Minnesota
$1.82M +$72.8K +759 +4%
2 3
4
5 6