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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
3AM
76
3EDGE Asset Management
Florida
$2.19M 25,001 +1,439 +6%
B
77
Bailard
California
$2.16M 24,581 -959 -4%
KAS
78
Kestra Advisory Services
Texas
$2.16M 24,573 -759 -3%
SCA
79
Snowden Capital Advisors
New York
$2.16M 24,555 -6,495 -21%
MMA
80
Miracle Mile Advisors
California
$2.15M 24,514 -94 -0.4%
ADL
81
Asset Dedication LLC
California
$2.1M 23,866 +49 +0.2%
William Blair & Company
82
William Blair & Company
Illinois
$2.05M 23,366 -163 -0.7%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$1.99M 22,725 -6,218 -21%
VWA
84
VERITY Wealth Advisors
United States
$1.98M 22,538 – –
HSBC Holdings
85
HSBC Holdings
United Kingdom
$1.96M 22,300 – –
CCA
86
Cobblestone Capital Advisors
New York
$1.96M 22,282 +323 +1%
HWA
87
Hilltop Wealth Advisors
North Carolina
$1.91M 21,810 +53 +0.2%
LNB
88
Ledyard National Bank
$1.88M 21,439 -990 -4%
ASN
89
Advisory Services Network
Georgia
$1.85M 21,131 +1,180 +6%
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$1.85M 21,106 -14,449 -41%
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$1.81M 20,648 -1,404 -6%
PA
92
Parkside Advisors
California
$1.79M 20,357 -111 -0.5%
Citadel Advisors
93
Citadel Advisors
Florida
$1.79M 20,353 +14,437 +244%
MIA
94
Milestone Investment Advisors
Wisconsin
$1.76M 20,065 -1,478 -7%
CAM
95
Cresset Asset Management
Illinois
$1.75M 19,885 – –
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$1.73M 19,707 +7,628 +63%
CB
97
Commerce Bank
Missouri
$1.72M 19,545 +1,225 +7%
WANY
98
Wealthspire Advisors (New York)
New York
$1.71M 19,464 – –
CWM
99
Cornerstone Wealth Management
Missouri
$1.7M 19,391 +19,391 New
BPA
100
Beacon Pointe Advisors
California
$1.69M 19,288 +7,242 +60%
2 3
4
5 6