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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.08M -$8.78K -100 -0.8%
MWM
127
MBE Wealth Management
Wisconsin
$1.08M -$24K -273 -2%
TAS
128
TIFF Advisory Services
Pennsylvania
$1.07M +$1.07M +12,195 New
LWP
129
Laurel Wealth Planning
Minnesota
$1.07M -$129K -1,472 -11%
CAN
130
Cetera Advisor Networks
California
$1.07M +$109K +1,236 +11%
GWA
131
GGM Wealth Advisors
Maryland
$1.04M +$1.04M +11,285 New
GT
132
Glenview Trust
Kentucky
$1.03M – – –
Brown Advisory
133
Brown Advisory
Maryland
$1.01M -$1.05M -11,900 -51%
RCA
134
Resonant Capital Advisors
Wisconsin
$1M +$205K +2,330 +26%
SWP
135
Stratos Wealth Partners
Ohio
$968K +$156K +1,773 +19%
CAC
136
Core Alternative Capital
Georgia
$926K +$475K +5,404 +105%
CA
137
Cetera Advisors
Colorado
$919K +$45.9K +522 +5%
AFG
138
Affinia Financial Group
Massachusetts
$792K +$172K +1,860 +28%
NP
139
NorthRock Partners
Minnesota
$773K -$335K -3,810 -30%
AAS
140
Avantax Advisory Services
Texas
$758K +$26.8K +305 +4%
EVM
141
Eaton Vance Management
Massachusetts
$752K +$441K +5,025 +142%
ASN
142
Advisory Services Network
Georgia
$748K +$100K +1,142 +15%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$714K -$595K – –
WCM
144
WealthBridge Capital Management
Ohio
$699K +$272K +3,093 +64%
BJL
145
Brighton Jones LLC
Washington
$686K +$33.1K +377 +5%
JWCA
146
J.W. Cole Advisors
Florida
$671K +$255K +2,900 +61%
ZAM
147
Zevin Asset Management
Massachusetts
$667K – – –
Members Trust
148
Members Trust
Florida
$664K +$200K +2,280 +43%
SAS
149
Sanford Advisory Services
Michigan
$650K -$12.7K -145 -2%
AGA
150
Arkos Global Advisors
Texas
$642K +$10.2K +116 +2%
4 5
6
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