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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
101
Cobblestone Capital Advisors
New York
$1.75M 18,338 -596 -3%
BDFN
102
Bond & Devick Financial Network
Minnesota
$1.74M 18,240 -330 -2%
PCG
103
Private Capital Group
Connecticut
$1.74M 18,186 -276 -1%
AWS
104
AJ Wealth Strategies
New York
$1.73M 18,100 – –
Stifel Financial
105
Stifel Financial
Missouri
$1.7M 17,761 +1,573 +10%
MA
106
Mutual Advisors
Nebraska
$1.67M 17,431 +81 +0.5%
CG
107
Colony Group
Massachusetts
$1.5M 15,714 -989 -6%
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$1.47M 15,404 +1,770 +13%
SPC
109
Sigma Planning Corp
Michigan
$1.44M 15,106 +2,091 +16%
UCFA
110
United Capital Financial Advisors
Texas
$1.44M 15,033 -5,406 -26%
FCH
111
Freestone Capital Holdings
Washington
$1.43M 14,994 -187 -1%
WAG
112
Winthrop Advisory Group
Massachusetts
$1.41M 14,740 +183 +1%
RWM
113
Ritholtz Wealth Management
New York
$1.4M 14,617 -630 -4%
PPA
114
Parametric Portfolio Associates
Washington
$1.37M 14,348 – –
TF
115
TIAA FSB
Florida
$1.35M 14,171 -757 -5%
JFA
116
JNBA Financial Advisors
Minnesota
$1.35M 14,110 +317 +2%
GAM
117
Gould Asset Management
California
$1.33M 13,890 +200 +1%
BFA
118
Bluestem Financial Advisors
Illinois
$1.31M 13,710 -206 -1%
CPIG
119
Chicago Partners Investment Group
Illinois
$1.3M 13,244 -187 -1%
EFSCE
120
Enterprise Financial Services Corp (EFSC)
Missouri
$1.29M 13,543 +9 +0.1%
APP
121
Avantax Planning Partners
Iowa
$1.26M 13,200 – –
TA
122
Tiedemann Advisors
New York
$1.22M 12,768 – –
RCA
123
Resonant Capital Advisors
Wisconsin
$1.21M 12,693 +1,268 +11%
BIA
124
Bigelow Investment Advisors
Maine
$1.2M 12,503 – –
WB
125
WesBanco Bank
West Virginia
$1.19M 12,497 -336 -3%
3 4
5
6 7