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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
2
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
MWM
5
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
3
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Grimes & Company
Massachusetts
$2.36M -$98.4K -1,094 -4%
KAS
77
Kestra Advisory Services
Texas
$2.35M +$327K +3,631 +16%
CCM
78
Colorado Capital Management
Colorado
$2.32M +$39.3K +365 +2%
ASN
79
Advisory Services Network
Georgia
$2.28M +$370K +4,114 +19%
CG
80
Colony Group
Massachusetts
$2.27M -$63.5K -706 -3%
SB
81
Simmons Bank
Arkansas
$2.26M +$24.9K +277 +1%
CCA
82
Cobblestone Capital Advisors
New York
$2.25M +$142K +1,577 +7%
B
83
Bailard
California
$2.21M -$69K -767 -3%
ADL
84
Asset Dedication LLC
California
$2.13M -$9.71K -108 -0.5%
VWA
85
VERITY Wealth Advisors
United States
$2.12M – – –
AWM
86
AE Wealth Management
Kansas
$2.12M +$1.9M +21,150 +895%
William Blair & Company
87
William Blair & Company
Illinois
$2.08M -$23.8K -265 -1%
BONH
88
Bank of New Hampshire
New Hampshire
$2.01M -$478K -5,310 -19%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.93M +$1.29M +14,330 +202%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$1.9M +$199K +2,215 +12%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$1.9M – – –
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$1.85M -$44.9K -499 -2%
CAM
93
Cresset Asset Management
Illinois
$1.84M -$363K -4,020 -16%
SCA
94
Snowden Capital Advisors
New York
$1.83M -$87.6K -974 -5%
CWM
95
Cornerstone Wealth Management
Missouri
$1.81M -$102K -1,135 -5%
GT
96
Glenview Trust
Kentucky
$1.8M +$740K +8,228 +70%
LNB
97
Ledyard National Bank
$1.76M +$97K +1,078 +6%
HWA
98
Hilltop Wealth Advisors
North Carolina
$1.76M +$37.8K +420 +2%
CB
99
Commerce Bank
Missouri
$1.75M +$24.3K +270 +1%
WANY
100
Wealthspire Advisors (New York)
New York
$1.75M -$4.5K -50 -0.3%
2 3
4
5 6