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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$2.97M 29,553 +3,455 +13%
CAN
77
Cetera Advisor Networks
California
$2.85M 28,310 +24 +0.1%
GT
78
Glenview Trust
Kentucky
$2.76M 27,500 +7,500 +38%
SFP
79
Shepherd Financial Partners
Massachusetts
$2.73M 27,153 -298 -1%
LNWTC
80
Laird Norton Wetherby Trust Company
Washington
$2.72M 27,064 +27,064 New
GC
81
Grimes & Company
Massachusetts
$2.71M 26,953 +718 +3%
WTC
82
WhitTier Trust Company
Nevada
$2.59M 25,768 -1,299 -5%
B
83
Bailard
California
$2.57M 25,586 +1,029 +4%
ASN
84
Advisory Services Network
Georgia
$2.54M 25,232 -164 -0.6%
SB
85
Simmons Bank
Arkansas
$2.52M 25,108 – –
FTUS
86
Flow Traders U.S.
New York
$2.47M 24,541 +24,541 New
CCM
87
Colorado Capital Management
Colorado
$2.47M 21,042 -557 -3%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.45M 24,336 +3,169 +15%
FSA
89
Financial Services Advisory
Maryland
$2.42M 24,090 +24,090 New
ADL
90
Asset Dedication LLC
California
$2.4M 23,886 +171 +0.7%
MMA
91
Miracle Mile Advisors
California
$2.37M 23,597 -3,188 -12%
VWA
92
VERITY Wealth Advisors
United States
$2.37M 23,554 – –
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.33M 23,218 +23,218 New
William Blair & Company
94
William Blair & Company
Illinois
$2.32M 23,120 -45 -0.2%
CA
95
CGN Advisors
Kansas
$2.3M 22,835 +6,970 +44%
Pathstone Holdings
96
Pathstone Holdings
New Jersey
$2.24M 22,275 +22,275 New
LNB
97
Ledyard National Bank
$2.15M 21,432 +1,911 +10%
AF
98
Allworth Financial
California
$2.12M 21,076 +20,863 +9,795%
CWM
99
Cornerstone Wealth Management
Missouri
$2.04M 20,344 +236 +1%
CAM
100
Cresset Asset Management
Illinois
$2M 19,934 -480 -2%
2 3
4
5 6