SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$1.39M 13,816 +617 +5%
Bank Julius Baer & Co
127
Bank Julius Baer & Co
Switzerland
$1.37M 13,658 -153 -1%
CA
128
Cetera Advisors
Colorado
$1.37M 13,639 +513 +4%
FWM
129
Fingerlakes Wealth Management
New York
$1.36M 13,579 -226 -2%
EWM
130
Evercore Wealth Management
New York
$1.36M 13,512 – –
OIA
131
OneDigital Investment Advisors
Kansas
$1.35M 13,438 +2,102 +19%
TIAA Trust, National Association
132
TIAA Trust, National Association
North Carolina
$1.32M 13,142 -274 -2%
AA
133
Addison Advisors
Vermont
$1.29M 12,865 -33 -0.3%
BDFN
134
Bond & Devick Financial Network
Minnesota
$1.29M 12,861 -4 -0%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$1.29M 12,808 -7,790 -38%
RCA
136
Resonant Capital Advisors
Wisconsin
$1.26M 12,529 -79 -0.6%
LNC
137
Lincoln National Corp
Pennsylvania
$1.24M 12,301 -518 -4%
APP
138
Avantax Planning Partners
Iowa
$1.23M 12,240 – –
HI
139
Harbour Investments
Wisconsin
$1.22M 12,148 +152 +1%
PA
140
Parkside Advisors
California
$1.22M 12,127 -936 -7%
LWMG
141
Levy Wealth Management Group
Pennsylvania
$1.21M 11,998 -6,321 -35%
MCCA
142
Mill Creek Capital Advisors
Pennsylvania
$1.2M 11,972 -4,095 -25%
Renaissance Technologies
143
Renaissance Technologies
New York
$1.19M 11,800 +4,200 +55%
AAS
144
Avantax Advisory Services
Texas
$1.18M 11,754 -1,093 -9%
GKWIM
145
Gerber Kawasaki Wealth & Investment Management
California
$1.17M 11,612 +1,178 +11%
BFA
146
Bluestem Financial Advisors
Illinois
$1.17M 11,606 +6 +0.1%
Franklin Resources
147
Franklin Resources
California
$1.16M 11,580 +511 +5%
PGA
148
Portland Global Advisors
Maine
$1.15M 11,455 – –
KWM
149
Kingsview Wealth Management
Oregon
$1.15M 11,452 +203 +2%
WB
150
WesBanco Bank
West Virginia
$1.15M 11,447 – –
4 5
6
7 8