SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank Julius Baer & Co
126
Bank Julius Baer & Co
Switzerland
$1.2M 13,650 -6,307 -32%
EWM
127
Evercore Wealth Management
New York
$1.19M 13,512 – –
ACA
128
Affinity Capital Advisors
California
$1.18M 13,448 +13,448 New
CPIG
129
Chicago Partners Investment Group
Illinois
$1.16M 13,311 +3 +0%
FWM
130
Fingerlakes Wealth Management
New York
$1.16M 13,193 +41 +0.3%
Cerity Partners
131
Cerity Partners
New York
$1.13M 12,868 +7,876 +158%
UCFA
132
United Capital Financial Advisors
Texas
$1.13M 12,824 -253 -2%
LNC
133
Lincoln National Corp
Pennsylvania
$1.12M 12,762 -176 -1%
RCA
134
Resonant Capital Advisors
Wisconsin
$1.11M 12,608 -85 -0.7%
HI
135
Harbour Investments
Wisconsin
$1.09M 12,461 -8,146 -40%
APP
136
Avantax Planning Partners
Iowa
$1.07M 12,240 -225 -2%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$1.07M 12,222 +1,674 +16%
AA
138
Addison Advisors
Vermont
$1.07M 12,171 +325 +3%
SS
139
Sound Stewardship
Kansas
$1.06M 12,134 -74 -0.6%
PFO
140
Pathstone Family Office
New Jersey
$1.05M 12,013 -12,001 -50%
TF
141
TIAA FSB
Florida
$1.05M 11,909 -30 -0.3%
BFA
142
Bluestem Financial Advisors
Illinois
$1.04M 11,879 +5 +0%
GT
143
Glenview Trust
Kentucky
$1.03M 11,772 – –
FCH
144
Freestone Capital Holdings
Washington
$1.03M 11,726 -744 -6%
FA
145
Fountainhead AM
New Jersey
$1.03M 11,724 -12 -0.1%
DC
146
Destiny Capital
Colorado
$1.03M 11,715 – –
PGA
147
Portland Global Advisors
Maine
$1.01M 11,455 – –
TIA
148
Traphagen Investment Advisors
New Jersey
$990K 11,275 +378 +3%
AAS
149
Avantax Advisory Services
Texas
$990K 11,275 +60 +0.5%
CL
150
Choreo LLC
Illinois
$961K 10,948 +10,948 New
4 5
6
7 8