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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
76
Snowden Capital Advisors
New York
$2.56M 31,050 -1,298 -4%
MML Investors Services
77
MML Investors Services
Massachusetts
$2.5M 30,363 -3,362 -10%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$2.38M 28,943 -3,441 -11%
CG
79
Colony Group
Massachusetts
$2.37M 28,824 +12,638 +78%
SFP
80
Shepherd Financial Partners
Massachusetts
$2.37M 28,768 +2,087 +8%
FNWM
81
Financial Network Wealth Management
Utah
$2.3M 27,913 +22,505 +416%
CAN
82
Cetera Advisor Networks
California
$2.29M 27,825 -206 -0.7%
B
83
Bailard
California
$2.1M 25,540 -900 -3%
DCP
84
DSM Capital Partners
Florida
$2.1M 25,463 +25,463 New
KAS
85
Kestra Advisory Services
Texas
$2.09M 25,332 +220 +0.9%
GC
86
Grimes & Company
Massachusetts
$2.07M 25,146 -455 -2%
MMA
87
Miracle Mile Advisors
California
$2.03M 24,608 -1,632 -6%
ADL
88
Asset Dedication LLC
California
$1.96M 23,817 -1,911 -7%
Citigroup
89
Citigroup
New York
$1.95M 23,735 +3,644 +18%
3AM
90
3EDGE Asset Management
Florida
$1.94M 23,562 -16,770 -42%
William Blair & Company
91
William Blair & Company
Illinois
$1.94M 23,529 +36 +0.2%
VWA
92
VERITY Wealth Advisors
United States
$1.86M 22,538 – –
LNB
93
Ledyard National Bank
$1.85M 22,429 +952 +4%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$1.84M 22,300 – –
LFASL
95
Lugano Financial Advisors SA (LFA)
Switzerland
$1.82M 22,052 – –
CCA
96
Cobblestone Capital Advisors
New York
$1.81M 21,959 +1,188 +6%
HWA
97
Hilltop Wealth Advisors
North Carolina
$1.79M 21,757 +13,675 +169%
MIA
98
Milestone Investment Advisors
Wisconsin
$1.77M 21,543 +21,543 New
HI
99
Harbour Investments
Wisconsin
$1.7M 20,607 +2,821 +16%
PA
100
Parkside Advisors
California
$1.68M 20,468 +2,132 +12%
2 3
4
5 6