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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
101
One Capital Management
California
$1.62M 18,514 – –
MCCA
102
Mill Creek Capital Advisors
Pennsylvania
$1.61M 18,320 +43 +0.2%
BAAM
103
Baker Avenue Asset Management
California
$1.6M 18,197 +2,326 +15%
AWS
104
AJ Wealth Strategies
New York
$1.59M 18,100 – –
BDFN
105
Bond & Devick Financial Network
Minnesota
$1.57M 17,923 -173 -1%
TC
106
Trust Company
Kansas
$1.56M 17,779 -789 -4%
OWA
107
One Wealth Advisors
California
$1.54M 17,589 -364 -2%
Corient Private Wealth
108
Corient Private Wealth
Florida
$1.51M 17,204 +7,125 +71%
HWM
109
HB Wealth Management
Georgia
$1.45M 16,497 -62 -0.4%
AFG
110
Affinia Financial Group
Massachusetts
$1.43M 16,401 +953 +6%
BIA
111
Bigelow Investment Advisors
Maine
$1.41M 16,045 -2,974 -16%
WAG
112
Winthrop Advisory Group
Massachusetts
$1.4M 15,965 -240 -1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$1.4M 15,965 -710 -4%
Citigroup
114
Citigroup
New York
$1.4M 15,959 -7,776 -33%
JWCA
115
J.W. Cole Advisors
Florida
$1.4M 15,937 -372 -2%
Wealth Enhancement Advisory Services
116
Wealth Enhancement Advisory Services
Minnesota
$1.39M 15,891 +4,966 +45%
GAM
117
Gould Asset Management
California
$1.31M 14,953 -180 -1%
IWC
118
Integrated Wealth Concepts
Massachusetts
$1.3M 14,775 -175 -1%
IFAM
119
Institutional & Family Asset Management
Colorado
$1.28M 14,605 +731 +5%
CA
120
Cetera Advisors
Colorado
$1.27M 14,452 +515 +4%
LWMG
121
Levy Wealth Management Group
Pennsylvania
$1.26M 14,350 +3,714 +35%
AWM
122
Aprio Wealth Management
Georgia
$1.26M 14,307 +2,561 +22%
RG
123
Rathbones Group
United Kingdom
$1.23M 14,000 – –
EH
124
Equitable Holdings
New York
$1.23M 14,000 +1,073 +8%
RF
125
Rollins Financial
Georgia
$1.23M 13,959 +3,183 +30%
3 4
5
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