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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
Osaic Holdings
Arizona
$20.8M
5
MWM
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
126
Evercore Wealth Management
New York
$1.22M – – –
TIAA Trust, National Association
127
TIAA Trust, National Association
North Carolina
$1.21M +$1.21M +13,416 New
EH
128
Equitable Holdings
New York
$1.19M -$16.4K -182 -1%
UCFA
129
United Capital Financial Advisors
Texas
$1.19M +$31.5K +350 +3%
CA
130
Cetera Advisors
Colorado
$1.18M -$810 -9 -0.1%
PA
131
Parkside Advisors
California
$1.18M -$79.5K -880 -6%
AA
132
Addison Advisors
Vermont
$1.16M +$26.3K +292 +2%
BDFN
133
Bond & Devick Financial Network
Minnesota
$1.16M -$453K -5,038 -28%
AAS
134
Avantax Advisory Services
Texas
$1.16M +$85.1K +946 +8%
LNC
135
Lincoln National Corp
Pennsylvania
$1.15M -$50.1K -557 -4%
RCA
136
Resonant Capital Advisors
Wisconsin
$1.14M – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$200K -2,220 -15%
HNB
138
Huntington National Bank
Ohio
$1.13M -$520K – –
APP
139
Avantax Planning Partners
Iowa
$1.1M – – –
SS
140
Sound Stewardship
Kansas
$1.09M – – –
Comerica Bank
141
Comerica Bank
Texas
$1.08M +$1.08M +12,002 New
HI
142
Harbour Investments
Wisconsin
$1.08M -$34.5K -383 -3%
BFA
143
Bluestem Financial Advisors
Illinois
$1.04M – – –
Citigroup
144
Citigroup
New York
$1.04M -$84.2K -936 -7%
FA
145
Fountainhead AM
New Jersey
$1.04M +$66.5K +739 +7%
RF
146
Rollins Financial
Georgia
$1.04M -$142K -1,579 -12%
PGA
147
Portland Global Advisors
Maine
$1.03M – – –
WB
148
WesBanco Bank
West Virginia
$1.03M +$42.9K +477 +4%
DCS
149
Destiny Capital Securities
Colorado
$1.03M +$1.03M +11,433 New
OIA
150
OneDigital Investment Advisors
Kansas
$1.02M +$294K +3,268 +41%
4 5
6
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