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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sax Wealth Advisors
New Jersey
$510K +$510K +5,805 New
FCI
177
Financial Counselors Inc
Kansas
$506K -$11.3K -129 -2%
PA
178
PFG Advisors
Arizona
$504K +$37.3K +425 +8%
EDRIA
179
Edmonds Duncan Registered Investment Advisors
Kansas
$502K +$50.6K +577 +11%
FA
180
Fountainhead AM
New Jersey
$502K +$97.2K +1,108 +24%
TWM
181
TriaGen Wealth Management
California
$501K – – –
SWM
182
Spire Wealth Management
Virginia
$489K +$489K +5,563 New
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$488K – – –
MFG
184
Monumental Financial Group
Maryland
$486K +$486K +5,531 New
DJSG
185
D.J. St. Germain
Massachusetts
$485K +$485K +5,517 New
Franklin Resources
186
Franklin Resources
California
$480K – – –
FNWM
187
Financial Network Wealth Management
Utah
$475K – – –
RC
188
RegentAtlantic Capital
New Jersey
$475K – – –
WDL
189
Well Done LLC
Michigan
$473K – – –
PFA
190
Pathway Financial Advisors
Vermont
$458K +$32K +349 +8%
WFA
191
West Financial Advisors
Iowa
$457K – – –
WWM
192
WJ Wealth Management
Arizona
$449K +$44.8K +510 +11%
FANJ
193
Financial Architects (New Jersey)
New Jersey
$440K -$5.35K -61 -1%
MFG
194
Merit Financial Group
Georgia
$439K +$109K +1,235 +33%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$439K +$439K +5,000 New
PA
196
Prism Advisors
California
$433K +$4.74K +54 +1%
CFA
197
CWS Financial Advisors
Michigan
$430K – – –
COF
198
Capital One Financial
Virginia
$423K – – –
TCOV
199
Trust Company of Vermont
Vermont
$422K -$12.6K -143 -3%
MBTD
200
Mechanics Bank - Trust Department
California
$419K -$4.39K -50 -1%
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