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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
151
Fountainhead AM
New Jersey
$966K 11,736 +2,431 +26%
PGA
152
Portland Global Advisors
Maine
$943K 11,455 – –
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$942K 10,925 +1,302 +14%
AAS
154
Avantax Advisory Services
Texas
$923K 11,215 -1,128 -9%
TIA
155
Traphagen Investment Advisors
New Jersey
$897K 10,897 +3,972 +57%
DAS
156
Dynamic Advisor Solutions
Arizona
$896K 10,882 -1,224 -10%
MA
157
Mutual Advisors
Nebraska
$895K 10,874 -882 -8%
TRCT
158
Tower Research Capital (TRC)
New York
$889K 10,796 +8,698 +415%
RF
159
Rollins Financial
Georgia
$887K 10,776 -928 -8%
LWMG
160
Levy Wealth Management Group
Pennsylvania
$876K 10,636 -241 -2%
GKWIM
161
Gerber Kawasaki Wealth & Investment Management
California
$869K 10,554 +1,061 +11%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$868K 10,548 -13,318 -56%
JFA
163
JNBA Financial Advisors
Minnesota
$860K 10,452 -95 -0.9%
T
164
TCWP
Ohio
$836K 10,157 +829 +9%
NA
165
NewEdge Advisors
Louisiana
$836K 14,850 +4,998 +51%
FIM
166
Fernwood Investment Management
Massachusetts
$836K 10,152 – –
Corient Private Wealth
167
Corient Private Wealth
Florida
$830K 10,079 +10,079 New
WFAG
168
Wescott Financial Advisory Group
Pennsylvania
$829K 10,076 +2,661 +36%
Stifel Financial
169
Stifel Financial
Missouri
$823K 10,000 -5,973 -37%
FFA
170
First Foundation Advisors
California
$814K 9,891 -1,029 -9%
UL
171
Unionview LLC
Washington
$805K 9,783 +1,831 +23%
Franklin Resources
172
Franklin Resources
California
$802K 9,741 +1,335 +16%
RWM
173
Ritholtz Wealth Management
New York
$801K 9,728 -387 -4%
AIP
174
Ameritas Investment Partners
Nebraska
$786K 9,548 -1,284 -12%
GLA
175
Good Life Advisors
Pennsylvania
$785K 9,534 +1,786 +23%
5 6
7
8 9