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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$1.64M 19,957 +127 +0.6%
ASN
102
Advisory Services Network
Georgia
$1.64M 19,951 +206 +1%
CAM
103
Cresset Asset Management
Illinois
$1.64M 19,885 – –
PFO
104
Pathstone Family Office
New Jersey
$1.63M 24,014 -460 -2%
WANY
105
Wealthspire Advisors (New York)
New York
$1.6M 19,464 +23 +0.1%
BIA
106
Bigelow Investment Advisors
Maine
$1.57M 19,019 +643 +3%
TC
107
Trust Company
Kansas
$1.53M 18,568 +831 +5%
OCM
108
One Capital Management
California
$1.52M 18,514 +1 +0%
CB
109
Commerce Bank
Missouri
$1.51M 18,320 -1,000 -5%
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$1.5M 18,277 +18,277 New
AWS
111
AJ Wealth Strategies
New York
$1.49M 18,100 – –
BDFN
112
Bond & Devick Financial Network
Minnesota
$1.49M 18,096 +362 +2%
OWA
113
One Wealth Advisors
California
$1.48M 17,953 -374 -2%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1.37M 16,675 +2,134 +15%
HWM
115
HB Wealth Management
Georgia
$1.36M 16,559 -112 -0.7%
JWCA
116
J.W. Cole Advisors
Florida
$1.34M 16,309 +505 +3%
WAG
117
Winthrop Advisory Group
Massachusetts
$1.33M 16,205 +288 +2%
RF
118
Resolute Financial
Massachusetts
$1.33M 16,196 -6,542 -29%
BAAM
119
Baker Avenue Asset Management
California
$1.31M 15,871 -1,562 -9%
AFG
120
Affinia Financial Group
Massachusetts
$1.31M 15,448 +1,782 +13%
LGWM
121
Litman Gregory Wealth Management
California
$1.26M 15,321 -100 -0.6%
GAM
122
Gould Asset Management
California
$1.25M 15,133 +2,248 +17%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.23M 14,950 +346 +2%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.19M 13,308 +4 +0%
DJSG
125
D.J. St. Germain
Massachusetts
$1.18M 28,616 +28,616 New
3 4
5
6 7