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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$1.42M +$476K +5,424 +50%
BAAM
102
Baker Avenue Asset Management
California
$1.37M -$1.67K -19 -0.1%
RWM
103
Ritholtz Wealth Management
New York
$1.34M -$9.49K -108 -0.7%
FCH
104
Freestone Capital Holdings
Washington
$1.33M +$80.3K +915 +6%
TF
105
TIAA FSB
Florida
$1.31M -$41.6K -474 -3%
WAG
106
Winthrop Advisory Group
Massachusetts
$1.28M +$53K +604 +4%
PPA
107
Parametric Portfolio Associates
Washington
$1.26M -$3.86K -44 -0.3%
CPIG
108
Chicago Partners Investment Group
Illinois
$1.25M – – –
BFA
109
Bluestem Financial Advisors
Illinois
$1.22M +$88 +1 +0%
JFA
110
JNBA Financial Advisors
Minnesota
$1.21M +$84K +957 +7%
GAM
111
Gould Asset Management
California
$1.2M -$58.8K -670 -5%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$1.2M +$130K +1,477 +12%
EFSCE
113
Enterprise Financial Services Corp (EFSC)
Missouri
$1.19M -$30.2K -344 -2%
Citadel Advisors
114
Citadel Advisors
Florida
$1.17M +$1.17M +13,283 New
APP
115
Avantax Planning Partners
Iowa
$1.16M – – –
TCM
116
Tuttle Capital Management
Connecticut
$1.16M +$1.16M +13,160 New
KAS
117
Kestra Advisory Services
Texas
$1.15M -$283K -3,218 -20%
SPC
118
Sigma Planning Corp
Michigan
$1.14M +$392K +4,463 +52%
WB
119
WesBanco Bank
West Virginia
$1.13M +$1.13M +12,833 New
TA
120
Tiedemann Advisors
New York
$1.12M +$87.7K +1,000 +8%
GWM
121
Greenwich Wealth Management
Connecticut
$1.1M +$70.3K +800 +7%
MMA
122
Miracle Mile Advisors
California
$1.1M +$265K +3,013 +32%
BIA
123
Bigelow Investment Advisors
Maine
$1.1M +$94.7K +1,078 +9%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$1.1M +$2.87K +31 +0.3%
SFS
125
Sowell Financial Services
Arkansas
$1.09M +$345K +3,732 +46%
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5
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