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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
176
Harborview Advisors
Maine
$566K +$2.87K +30 +0.5%
SWM
177
Spire Wealth Management
Virginia
$556K +$24.8K +260 +5%
CCM
178
Coldstream Capital Management
Washington
$550K -$14.9K -156 -3%
LB
179
Leo Brokerage
Texas
$550K -$6.79K -71 -1%
EDRIA
180
Edmonds Duncan Registered Investment Advisors
Kansas
$546K – – –
FCI
181
Financial Counselors Inc
Kansas
$543K -$6.78K -71 -1%
WFA
182
West Financial Advisors
Iowa
$543K +$45.8K +479 +9%
WCFA
183
Walkner Condon Financial Advisors
Wisconsin
$528K -$3.83K -40 -0.7%
MFG
184
Monumental Financial Group
Maryland
$528K – – –
DJSG
185
D.J. St. Germain
Massachusetts
$527K – – –
Franklin Resources
186
Franklin Resources
California
$525K +$1.91K +20 +0.4%
FNWM
187
Financial Network Wealth Management
Utah
$517K – – –
WDL
188
Well Done LLC
Michigan
$516K +$1.91K +20 +0.4%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$515K -$1.35M -14,121 -72%
WWM
190
WJ Wealth Management
Arizona
$506K +$18.2K +191 +4%
TRCT
191
Tower Research Capital (TRC)
New York
$502K -$2.48M -25,903 -83%
FA
192
Fountainhead AM
New Jersey
$502K – – –
RC
193
RegentAtlantic Capital
New Jersey
$491K -$26K -272 -5%
BSW
194
Buckingham Strategic Wealth
Missouri
$489K +$118K +1,237 +32%
HSBC Holdings
195
HSBC Holdings
United Kingdom
$478K – – –
FANJ
196
Financial Architects (New Jersey)
New Jersey
$477K -$1.91K -20 -0.4%
MFG
197
Merit Financial Group
Georgia
$477K – – –
PA
198
Prism Advisors
California
$471K – – –
HNB
199
Huntington National Bank
Ohio
$467K +$467K +4,892 New
COF
200
Capital One Financial
Virginia
$466K +$6.11K +64 +1%
6 7
8
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