SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
101
VERITY Wealth Advisors
United States
$2.4M 22,538 – –
CAC
102
Core Alternative Capital
Georgia
$2.33M 21,898 -709 -3%
CWM
103
Cornerstone Wealth Management
Missouri
$2.32M 21,799 +1,214 +6%
MMA
104
Miracle Mile Advisors
California
$2.27M 21,367 +1,484 +7%
Stifel Financial
105
Stifel Financial
Missouri
$2.27M 21,324 +2,898 +16%
LNWWM
106
Laird Norton Wetherby Wealth Management
California
$2.24M 21,106 +560 +3%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2.17M 20,465 +20,465 New
MCM
108
Manchester Capital Management
Vermont
$2.11M 19,828 – –
SCA
109
Snowden Capital Advisors
New York
$2.08M 19,572 +87 +0.4%
HWM
110
HB Wealth Management
Georgia
$2.08M 19,534 +19,534 New
DAS
111
Dynamic Advisor Solutions
Arizona
$2.06M 19,410 -2,044 -10%
HI
112
Harbour Investments
Wisconsin
$2.04M 19,194 -1,119 -6%
CB
113
Commerce Bank
Missouri
$2.03M 19,105 – –
SPC
114
Sigma Planning Corp
Michigan
$2M 18,776 +991 +6%
RG
115
Rathbones Group
United Kingdom
$1.98M 18,600 -1,800 -9%
BAAM
116
Baker Avenue Asset Management
California
$1.97M 18,558 -368 -2%
AIP
117
Ameritas Investment Partners
Nebraska
$1.97M 18,522 -531 -3%
AWS
118
AJ Wealth Strategies
New York
$1.92M 18,100 – –
FAFN
119
First Affirmative Financial Network
Colorado
$1.91M 18,006 +14,711 +446%
PCG
120
Private Capital Group
Connecticut
$1.91M 17,986 -200 -1%
BDFN
121
Bond & Devick Financial Network
Minnesota
$1.84M 17,359 -1,640 -9%
LGWM
122
Litman Gregory Wealth Management
California
$1.84M 17,345 -97 -0.6%
CCA
123
Cobblestone Capital Advisors
New York
$1.84M 17,317 -1,021 -6%
CG
124
Colony Group
Massachusetts
$1.84M 17,271 +2,006 +13%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$1.75M 16,458 +13,920 +548%
3 4
5
6 7