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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
Bank of America
Bank of America
North Carolina
$235M
3
Ameriprise
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
Morgan Stanley
New York
$191M
5
BHB
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
Citadel Advisors
Florida
$450K
4
Goldman Sachs
Goldman Sachs
New York
$2.23M
5
Betterment LLC
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
126
Ledyard National Bank
$1.31M +$468K +4,874 +55%
Allianz Asset Management
127
Allianz Asset Management
Germany
$1.28M -$1.15M -12,000 -47%
APP
128
Avantax Planning Partners
Iowa
$1.27M – – –
BWM
129
Bulltick Wealth Management
Florida
$1.26M +$873K +9,100 +228%
JFA
130
JNBA Financial Advisors
Minnesota
$1.24M -$110K -1,147 -8%
NFG
131
Next Financial Group
Texas
$1.23M +$923K +9,616 +301%
RCA
132
Resonant Capital Advisors
Wisconsin
$1.22M – – –
RZH
133
Relyea Zuckerberg Hanson
Connecticut
$1.18M +$43.3K +451 +4%
CMO
134
Covenant Multifamily Offices
Texas
$1.18M +$716K +7,397 +154%
GWA
135
GGM Wealth Advisors
Maryland
$1.18M – – –
WB
136
WesBanco Bank
West Virginia
$1.17M -$24.8K -259 -2%
US Bancorp
137
US Bancorp
Minnesota
$1.17M -$6.81K -71 -0.6%
GT
138
Glenview Trust
Kentucky
$1.13M – – –
Renaissance Technologies
139
Renaissance Technologies
New York
$1.12M +$1.12M +11,700 New
SWP
140
Stratos Wealth Partners
Ohio
$1.11M +$11.7K +122 +1%
EVM
141
Eaton Vance Management
Massachusetts
$1.05M – – –
FTUS
142
Flow Traders U.S.
New York
$1.03M -$101K -1,049 -9%
AAS
143
Avantax Advisory Services
Texas
$991K +$39.4K +412 +4%
FA
144
Fountainhead AM
New Jersey
$962K +$413K +4,303 +75%
ASN
145
Advisory Services Network
Georgia
$961K +$66.2K +690 +7%
AFG
146
Affinia Financial Group
Massachusetts
$934K -$129K -1,269 -12%
FIM
147
Fernwood Investment Management
Massachusetts
$934K +$12.5K +130 +1%
NP
148
NorthRock Partners
Minnesota
$919K -$182K -1,595 -16%
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$853K -$798K – –
LWP
150
Laurel Wealth Planning
Minnesota
$851K -$92.1K -960 -10%
4 5
6
7 8