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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
2
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
MWM
5
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
3
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
One Capital Management
California
$1.67M – – –
BAAM
102
Baker Avenue Asset Management
California
$1.65M +$5.58K +62 +0.3%
OWA
103
One Wealth Advisors
California
$1.65M +$80K +889 +5%
LWMG
104
Levy Wealth Management Group
Pennsylvania
$1.65M +$234K +2,601 +17%
MIA
105
Milestone Investment Advisors
Wisconsin
$1.64M -$125K -1,394 -7%
CA
106
Clearstead Advisors
Ohio
$1.61M +$807K +8,971 +100%
HSBC Holdings
107
HSBC Holdings
United Kingdom
$1.56M -$198K -2,200 -11%
Corient Private Wealth
108
Corient Private Wealth
Florida
$1.54M +$7.74K +86 +0.5%
HWM
109
HB Wealth Management
Georgia
$1.48M +$12.7K +141 +0.9%
MCCA
110
Mill Creek Capital Advisors
Pennsylvania
$1.45M – – –
TC
111
Trust Company
Kansas
$1.45M -$67.3K -748 -4%
BIA
112
Bigelow Investment Advisors
Maine
$1.44M -$2.7K -30 -0.2%
CA
113
CGN Advisors
Kansas
$1.43M +$1.43M +15,865 New
WAG
114
Winthrop Advisory Group
Massachusetts
$1.43M -$44.5K -492 -3%
BPA
115
Beacon Pointe Advisors
California
$1.4M +$321K +3,572 +30%
LGWM
116
Litman Gregory Wealth Management
California
$1.37M – – –
GAM
117
Gould Asset Management
California
$1.36M -$15.7K -175 -1%
ECM
118
Evergreen Capital Management
Washington
$1.34M – – –
CPIG
119
Chicago Partners Investment Group
Illinois
$1.33M +$1.14K +13 +0.1%
AWM
120
Aprio Wealth Management
Georgia
$1.27M +$29.7K +330 +2%
JWCA
121
J.W. Cole Advisors
Florida
$1.26M -$59.7K -664 -5%
PFO
122
Pathstone Family Office
New Jersey
$1.25M +$173K +1,920 +16%
IWC
123
Integrated Wealth Concepts
Massachusetts
$1.25M -$55.9K -621 -4%
Bank Julius Baer & Co
124
Bank Julius Baer & Co
Switzerland
$1.24M +$31.5K +350 +3%
FWM
125
Fingerlakes Wealth Management
New York
$1.24M -$6.39K -71 -0.5%
3 4
5
6 7