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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
76
Citadel Advisors
Florida
$3.46M 32,605 +27,910 +594%
RP
77
Riverbridge Partners
Minnesota
$3.45M 32,425 +32,425 New
BWM
78
BigSur Wealth Management
Florida
$3.4M 32,000 – –
HPWM
79
Highland Private Wealth Management
Washington
$3.31M 31,130 -170 -0.5%
DWM
80
Destination Wealth Management
California
$2.99M 28,159 +1,875 +7%
MIAN
81
Mariner Independent Advisor Network
Kansas
$2.96M 27,816 +204 +0.7%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$2.95M 27,760 +23,500 +552%
CCM
83
Colorado Capital Management
Colorado
$2.94M 23,897 -319 -1%
FAIM
84
Financial Advocates Investment Management
Washington
$2.89M 16,561 +16,561 New
CPFP
85
Clear Perspectives Financial Planning
Ohio
$2.89M 27,187 +1,304 +5%
BWM
86
Bulltick Wealth Management
Florida
$2.89M 27,173 +14,073 +107%
SFP
87
Shepherd Financial Partners
Massachusetts
$2.85M 26,856 +1,236 +5%
Creative Planning
88
Creative Planning
Kansas
$2.85M 26,788 +53 +0.2%
RF
89
Resolute Financial
Massachusetts
$2.82M 26,539 +26,539 New
Bank Julius Baer & Co
90
Bank Julius Baer & Co
Switzerland
$2.79M 26,270 -12,568 -32%
B
91
Bailard
California
$2.78M 26,130 -466 -2%
WTC
92
WhitTier Trust Company
Nevada
$2.7M 25,435 +96 +0.4%
IFAM
93
Institutional & Family Asset Management
Colorado
$2.68M 25,239 -709 -3%
Citigroup
94
Citigroup
New York
$2.56M 24,059 +1,748 +8%
SB
95
Simmons Bank
Arkansas
$2.53M 23,851 +182 +0.8%
SPIA
96
Steward Partners Investment Advisory
New York
$2.53M 23,804 -108 -0.5%
William Blair & Company
97
William Blair & Company
Illinois
$2.51M 23,624 +79 +0.3%
LFASL
98
Lugano Financial Advisors SA (LFA)
Switzerland
$2.5M 23,562 -3,402 -13%
MIA
99
MMBG Investment Advisors
Florida
$2.49M 23,430 +23,430 New
KAS
100
Kestra Advisory Services
Texas
$2.45M 23,066 -2,083 -8%
2 3
4
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