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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
151
Glenview Trust
Kentucky
$1.25M 11,772 – –
SWP
152
Stratos Wealth Partners
Ohio
$1.25M 11,761 +189 +2%
ASN
153
Advisory Services Network
Georgia
$1.24M 11,667 +1,650 +16%
AAS
154
Avantax Advisory Services
Texas
$1.21M 11,355 +1,003 +10%
HWA
155
Hilltop Wealth Advisors
North Carolina
$1.2M 11,310 +2,764 +32%
RZH
156
Relyea Zuckerberg Hanson
Connecticut
$1.19M 12,360 +32 +0.3%
GWA
157
GGM Wealth Advisors
Maryland
$1.19M 11,490 – –
EVM
158
Eaton Vance Management
Massachusetts
$1.17M 11,015 +100 +0.9%
UIA
159
Ulland Investment Advisors
Minnesota
$1.13M 10,655 +10,655 New
Renaissance Technologies
160
Renaissance Technologies
New York
$1.13M 10,600 -1,100 -9%
AFG
161
Affinia Financial Group
Massachusetts
$1.12M 11,113 +1,898 +21%
CAM
162
Crestone Asset Management
Colorado
$1.09M 10,216 +10,216 New
5L
163
55I LLC
Massachusetts
$1.08M 10,193 +5,712 +127%
FA
164
Fountainhead AM
New Jersey
$1.08M 10,150 +126 +1%
SFS
165
Sowell Financial Services
Arkansas
$1.08M 10,149 +10,149 New
DJSG
166
D.J. St. Germain
Massachusetts
$1.05M 9,895 +1,359 +16%
FIM
167
Fernwood Investment Management
Massachusetts
$1.04M 9,769 +30 +0.3%
NP
168
NorthRock Partners
Minnesota
$1.02M 9,577 +1,501 +19%
QCM
169
Quest Capital Management
Texas
$1.02M 9,560 +6,188 +184%
RF
170
Rollins Financial
Georgia
$1M 9,442 +9,442 New
TFS
171
Thoroughbred Financial Services
Tennessee
$1M 9,429 +6,962 +282%
LNC
172
Lincoln National Corp
Pennsylvania
$951K 8,950 +5,834 +187%
CA
173
Clearstead Advisors
Ohio
$951K 8,946 +8,846 +8,846%
EH
174
Equitable Holdings
New York
$949K 8,933 +1,043 +13%
MGIA
175
Moneta Group Investment Advisors
Missouri
$931K 8,762 +289 +3%
5 6
7
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