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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
BONH
151
Bank of New Hampshire
New Hampshire
$1.14M 11,332 -10,971 -49%
FA
152
Fountainhead AM
New Jersey
$1.12M 11,148 -382 -3%
GA
153
GoalVest Advisory
New York
$1.12M 11,120 +36 +0.3%
SS
154
Sound Stewardship
Kansas
$1.1M 10,922 -1,222 -10%
FCH
155
Freestone Capital Holdings
Washington
$1.09M 10,878 +69 +0.6%
NP
156
NorthRock Partners
Minnesota
$1.09M 10,870 +5,164 +91%
FIM
157
Fernwood Investment Management
Massachusetts
$1.09M 10,835 +695 +7%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$1.08M 10,766 -223 -2%
Citigroup
159
Citigroup
New York
$1.07M 10,612 -972 -8%
JFA
160
JNBA Financial Advisors
Minnesota
$1.01M 10,077 +134 +1%
DC
161
Destiny Capital
Colorado
$994K 9,887 +9,887 New
CL
162
Choreo LLC
Illinois
$987K 9,815 -1,133 -10%
WIM
163
Westside Investment Management
California
$982K 9,768 -181 -2%
MOS
164
MGO One Seven
Ohio
$977K 9,721 +9,721 New
MGIA
165
Moneta Group Investment Advisors
Missouri
$975K 9,697 +16 +0.2%
T
166
TCWP
Ohio
$971K 9,656 -9 -0.1%
RF
167
Rollins Financial
Georgia
$967K 9,624 -1,895 -16%
RFA
168
Rollins Financial Advisors
New York
$967K 9,624 +9,624 New
CICC
169
Capital Investment Counsel (Colorado)
Colorado
$961K 9,560 +9,560 New
IIC
170
Integrated Investment Consultants
Michigan
$952K 9,467 +3,559 +60%
MSA
171
Marino Stram & Associates
Massachusetts
$935K 9,307 +71 +0.8%
HTC
172
Haverford Trust Company
Pennsylvania
$926K 9,216 +9,216 New
MFG
173
Monumental Financial Group
Maryland
$921K 9,162 +3,554 +63%
RWM
174
Ritholtz Wealth Management
New York
$916K 9,118 -88 -1%
GLA
175
Good Life Advisors
Pennsylvania
$906K 9,009 -110 -1%
5 6
7
8 9