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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZAM
151
Zevin Asset Management
Massachusetts
$726K – – –
Members Trust
152
Members Trust
Florida
$723K – – –
EH
153
Equitable Holdings
New York
$720K +$113K +1,180 +19%
RF
154
Rollins Financial
Georgia
$716K +$106K +1,105 +17%
AGA
155
Arkos Global Advisors
Texas
$684K -$15.4K -161 -2%
MGIA
156
Moneta Group Investment Advisors
Missouri
$680K +$63.2K +661 +10%
BOS
157
Bingham Osborn & Scarborough
California
$659K +$4.01K +42 +0.6%
MFA
158
McClarren Financial Advisors
Pennsylvania
$651K +$1.24K +13 +0.2%
AIC
159
Ameritas Investment Company
Nebraska
$648K – – –
WWM
160
Western Wealth Management
Colorado
$645K +$1.05K +11 +0.2%
PBO
161
Peoples Bank (Ohio)
Ohio
$638K -$17.2K -180 -3%
PCM
162
Parsons Capital Management
Rhode Island
$636K +$30.4K +318 +5%
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$631K – – –
PGA
164
Portland Global Advisors
Maine
$626K – – –
AAP
165
Arax Advisory Partners
Colorado
$623K +$623K +6,525 New
HWA
166
Hilltop Wealth Advisors
North Carolina
$621K +$59.4K +622 +11%
BAM
167
Belpointe Asset Management
Nevada
$618K -$382 -4 -0.1%
BB
168
Bell Bank
North Dakota
$617K -$35.7K -374 -5%
SWA
169
Sax Wealth Advisors
New Jersey
$617K +$62.2K +651 +11%
PSC
170
Prentiss Smith & Co
Vermont
$615K -$10.4K -109 -2%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$611K – – –
OFG
172
Oxford Financial Group
Indiana
$594K – – –
OWA
173
Opal Wealth Advisors
New York
$576K -$19.6K -205 -3%
PFO
174
Pathstone Family Office
New Jersey
$574K +$1.24K +13 +0.2%
TWM
175
TriaGen Wealth Management
California
$568K +$6.88K +70 +1%
5 6
7
8 9