SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPL
151
Smart Portfolios LLC
Washington
$629K +$57.3K +652 +10%
PBO
152
Peoples Bank (Ohio)
Ohio
$603K -$122K -1,389 -17%
BOS
153
Bingham Osborn & Scarborough
California
$602K -$24.7K -281 -4%
BB
154
Bell Bank
North Dakota
$600K +$13.8K +157 +2%
MFA
155
McClarren Financial Advisors
Pennsylvania
$598K +$1.84K +21 +0.3%
WWM
156
Western Wealth Management
Colorado
$592K +$17.8K +203 +3%
FHA
157
Flagship Harbor Advisors
Massachusetts
$591K +$163K +1,855 +38%
CIBC Asset Management
158
CIBC Asset Management
Ontario, Canada
$580K -$76.5K -870 -12%
PSC
159
Prentiss Smith & Co
Vermont
$575K -$63.5K -723 -10%
PGA
160
Portland Global Advisors
Maine
$575K – – –
BAM
161
Belpointe Asset Management
Nevada
$568K +$22.2K +253 +4%
FIM
162
Fernwood Investment Management
Massachusetts
$568K +$156K +1,780 +38%
MGIA
163
Moneta Group Investment Advisors
Missouri
$567K +$12.4K +141 +2%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$562K -$88 -1 -0%
RF
165
Rollins Financial
Georgia
$561K +$92K +1,048 +20%
EH
166
Equitable Holdings
New York
$559K +$81K +922 +17%
PCM
167
Parsons Capital Management
Rhode Island
$557K +$75.4K +858 +16%
OWA
168
Opal Wealth Advisors
New York
$548K +$24K +273 +5%
OFG
169
Oxford Financial Group
Indiana
$546K -$23.3K -265 -4%
PFO
170
Pathstone Family Office
New Jersey
$527K -$189K -2,149 -26%
CCM
171
Coldstream Capital Management
Washington
$520K – – –
HA
172
Harborview Advisors
Maine
$517K +$7.28K +83 +1%
HWA
173
Hilltop Wealth Advisors
North Carolina
$516K +$114K +1,298 +28%
SWA
174
SOA Wealth Advisors
New York
$512K +$492K +5,612 +2,494%
LB
175
Leo Brokerage
Texas
$511K +$34.9K +398 +7%
5 6
7
8 9