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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
101
Commerce Bank
Missouri
$1.96M 19,470 -15 -0.1%
WANY
102
Wealthspire Advisors (New York)
New York
$1.95M 19,380 -34 -0.2%
SCA
103
Snowden Capital Advisors
New York
$1.95M 19,356 -957 -5%
HWA
104
Hilltop Wealth Advisors
North Carolina
$1.92M 19,128 -389 -2%
BAAM
105
Baker Avenue Asset Management
California
$1.9M 18,876 +501 +3%
SFA
106
Sequoia Financial Advisors
Ohio
$1.84M 18,270 +14,689 +410%
Corient Private Wealth
107
Corient Private Wealth
Florida
$1.78M 17,742 +596 +3%
OWA
108
One Wealth Advisors
California
$1.78M 17,735 -637 -3%
OCM
109
One Capital Management
California
$1.74M 17,342 -1,172 -6%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$1.74M 17,300 – –
MIA
111
Milestone Investment Advisors
Wisconsin
$1.69M 16,800 -1,426 -8%
TC
112
Trust Company
Kansas
$1.67M 16,608 +542 +3%
JWCA
113
J.W. Cole Advisors
Florida
$1.66M 16,552 +2,601 +19%
AWM
114
Aprio Wealth Management
Georgia
$1.56M 15,565 +1,423 +10%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$1.56M 15,468 +2,829 +22%
CPIG
116
Chicago Partners Investment Group
Illinois
$1.55M 15,254 +110 +0.7%
WAG
117
Winthrop Advisory Group
Massachusetts
$1.55M 15,404 -384 -2%
BIA
118
Bigelow Investment Advisors
Maine
$1.54M 15,370 -597 -4%
B
119
Birchbrook
Maine
$1.53M 15,223 +15,223 New
LGWM
120
Litman Gregory Wealth Management
California
$1.52M 15,165 -86 -0.6%
GAM
121
Gould Asset Management
California
$1.52M 15,128 – –
HWM
122
HB Wealth Management
Georgia
$1.51M 15,043 -1,421 -9%
ECM
123
Evergreen Capital Management
Washington
$1.49M 14,802 – –
Comerica Bank
124
Comerica Bank
Texas
$1.48M 14,749 +2,747 +23%
IWC
125
Integrated Wealth Concepts
Massachusetts
$1.47M 14,584 +737 +5%
3 4
5
6 7