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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
101
Baker Avenue Asset Management
California
$1.82M +$25.4K +265 +1%
MA
102
Mutual Advisors
Nebraska
$1.81M +$133K +1,388 +8%
Stifel Financial
103
Stifel Financial
Missouri
$1.77M +$63.8K +665 +4%
CCA
104
Cobblestone Capital Advisors
New York
$1.76M – – –
PCG
105
Private Capital Group
Connecticut
$1.75M – – –
AWS
106
AJ Wealth Strategies
New York
$1.74M – – –
SPC
107
Sigma Planning Corp
Michigan
$1.71M +$257K +2,679 +18%
LGWM
108
Litman Gregory Wealth Management
California
$1.67M +$1.52M +15,869 +1,009%
SIM
109
Seaview Investment Managers
Florida
$1.67M +$1.67M +17,434 New
FIG
110
FundX Investment Group
California
$1.57M – – –
CA
111
Cetera Advisors
Colorado
$1.49M +$385K +4,009 +35%
WAG
112
Winthrop Advisory Group
Massachusetts
$1.49M +$70.5K +735 +5%
RWM
113
Ritholtz Wealth Management
New York
$1.47M +$69.2K +721 +5%
CG
114
Colony Group
Massachusetts
$1.47M -$43.1K -449 -3%
PPA
115
Parametric Portfolio Associates
Washington
$1.45M +$75.8K +790 +6%
UCFA
116
United Capital Financial Advisors
Texas
$1.44M +$96 +1 +0%
BIA
117
Bigelow Investment Advisors
Maine
$1.44M +$237K +2,468 +20%
CPIG
118
Chicago Partners Investment Group
Illinois
$1.38M – – –
TF
119
TIAA FSB
Florida
$1.36M -$3.36K -35 -0.2%
FCH
120
Freestone Capital Holdings
Washington
$1.36M -$83.3K -868 -6%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$1.33M -$662K -6,904 -33%
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$1.33M +$26.5K +276 +2%
EWM
123
Evercore Wealth Management
New York
$1.32M -$667K -6,950 -34%
GAM
124
Gould Asset Management
California
$1.32M -$14.4K -150 -1%
BFA
125
Bluestem Financial Advisors
Illinois
$1.32M – – –
3 4
5
6 7