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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$1.72M 16,206 +8,735 +117%
BIA
127
Bigelow Investment Advisors
Maine
$1.7M 16,004 +1,033 +7%
JWCA
128
J.W. Cole Advisors
Florida
$1.69M 15,941 +15,941 New
WAG
129
Winthrop Advisory Group
Massachusetts
$1.65M 15,506 +31 +0.2%
LNB
130
Ledyard National Bank
$1.64M 15,399 +1,743 +13%
NFG
131
Next Financial Group
Texas
$1.63M 15,302 +2,487 +19%
UCFA
132
United Capital Financial Advisors
Texas
$1.57M 14,789 -245 -2%
PPA
133
Parametric Portfolio Associates
Washington
$1.55M 14,563 -575 -4%
TF
134
TIAA FSB
Florida
$1.5M 14,136 – –
EWM
135
Evercore Wealth Management
New York
$1.46M 13,762 – –
GAM
136
Gould Asset Management
California
$1.45M 13,655 -85 -0.6%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$1.45M 13,622 -197 -1%
BFA
138
Bluestem Financial Advisors
Illinois
$1.42M 13,407 -303 -2%
CA
139
Cetera Advisors
Colorado
$1.42M 13,352 -2,191 -14%
Allianz Asset Management
140
Allianz Asset Management
Germany
$1.42M 13,326 – –
AWM
141
Axxcess Wealth Management
California
$1.41M 13,312 +13,312 New
RWM
142
Ritholtz Wealth Management
New York
$1.41M 13,227 -2,111 -14%
APP
143
Avantax Planning Partners
Iowa
$1.38M 13,008 -192 -1%
JFA
144
JNBA Financial Advisors
Minnesota
$1.38M 12,972 +9 +0.1%
FCH
145
Freestone Capital Holdings
Washington
$1.36M 12,842 -1,284 -9%
RCA
146
Resonant Capital Advisors
Wisconsin
$1.35M 12,693 – –
WB
147
WesBanco Bank
West Virginia
$1.32M 12,456 +218 +2%
FWM
148
Fingerlakes Wealth Management
New York
$1.3M 12,269 +12,269 New
PFO
149
Pathstone Family Office
New Jersey
$1.27M 11,945 +5,937 +99%
CPIG
150
Chicago Partners Investment Group
Illinois
$1.26M 13,244 – –
4 5
6
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