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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$1.17M -$4.59K -48 -0.4%
RZH
127
Relyea Zuckerberg Hanson
Connecticut
$1.14M +$2.2K +23 +0.2%
FTUS
128
Flow Traders U.S.
New York
$1.13M +$1.13M +11,819 New
GT
129
Glenview Trust
Kentucky
$1.13M – – –
GWA
130
GGM Wealth Advisors
Maryland
$1.1M +$19.7K +205 +2%
CA
131
Cetera Advisors
Colorado
$1.1M +$102K +1,072 +10%
SWP
132
Stratos Wealth Partners
Ohio
$1.09M +$41K +429 +4%
JWCA
133
J.W. Cole Advisors
Florida
$1.09M +$363K +3,796 +50%
EVM
134
Eaton Vance Management
Massachusetts
$1.04M +$225K +2,350 +27%
AFG
135
Affinia Financial Group
Massachusetts
$1.03M +$188K +1,923 +22%
FI
136
Financial Insights
Washington
$994K +$994K +1,040 New
AAS
137
Avantax Advisory Services
Texas
$950K +$125K +1,308 +15%
LWP
138
Laurel Wealth Planning
Minnesota
$939K -$224K -2,346 -19%
NP
139
NorthRock Partners
Minnesota
$924K +$83.1K +870 +10%
FIM
140
Fernwood Investment Management
Massachusetts
$918K +$300K +3,139 +49%
ASN
141
Advisory Services Network
Georgia
$891K +$77.7K +813 +10%
Brown Advisory
142
Brown Advisory
Maryland
$846K -$256K -2,675 -23%
LNB
143
Ledyard National Bank
$839K +$839K +8,782 New
AA
144
Addison Advisors
Vermont
$815K +$815K +8,526 New
WCM
145
WealthBridge Capital Management
Ohio
$813K +$52.8K +553 +7%
Creative Planning
146
Creative Planning
Kansas
$801K -$1.76M -18,419 -69%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$798K -$714K – –
SPL
148
Smart Portfolios LLC
Washington
$774K +$89.6K +938 +13%
BJL
149
Brighton Jones LLC
Washington
$772K +$25.2K +264 +3%
SAS
150
Sanford Advisory Services
Michigan
$727K +$20K +209 +3%
4 5
6
7 8