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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Almanack Investment Partners
Pennsylvania
$830K +$830K +8,650 New
HWA
152
Hilltop Wealth Advisors
North Carolina
$820K +$197K +2,048 +32%
DJSG
153
D.J. St. Germain
Massachusetts
$819K +$290K +3,019 +55%
AA
154
Addison Advisors
Vermont
$817K -$959 -10 -0.1%
MGIA
155
Moneta Group Investment Advisors
Missouri
$813K +$130K +1,356 +19%
TAM
156
Trillium Asset Management
Massachusetts
$811K +$811K +8,449 New
BJL
157
Brighton Jones LLC
Washington
$792K +$17.2K +179 +2%
EI
158
Ethic Inc
New York
$786K +$786K +8,191 New
Brown Advisory
159
Brown Advisory
Maryland
$777K -$73.2K -763 -9%
SPL
160
Smart Portfolios LLC
Washington
$765K -$12.5K -130 -2%
EH
161
Equitable Holdings
New York
$757K +$33.6K +350 +5%
WCM
162
WealthBridge Capital Management
Ohio
$738K -$78.6K -819 -10%
Members Trust
163
Members Trust
Florida
$734K – – –
SAS
164
Sanford Advisory Services
Michigan
$734K +$3.84K +40 +0.5%
ZAM
165
Zevin Asset Management
Massachusetts
$729K – – –
ADL
166
Asset Dedication LLC
California
$715K +$600K +6,267 +521%
BB
167
Bell Bank
North Dakota
$688K +$68.5K +714 +11%
AIC
168
Ameritas Investment Company
Nebraska
$675K +$653K +6,810 +3,013%
AGA
169
Arkos Global Advisors
Texas
$670K -$16.2K -169 -2%
MFA
170
McClarren Financial Advisors
Pennsylvania
$656K +$2.11K +22 +0.3%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$650K +$171K +1,781 +36%
BIA
172
Bell Investment Advisors
California
$647K +$647K +6,742 New
WFA
173
West Financial Advisors
Iowa
$638K +$93K +969 +17%
BAM
174
Belpointe Asset Management
Nevada
$634K +$13.5K +141 +2%
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$633K – – –
5 6
7
8 9