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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
Bank of America
Bank of America
North Carolina
$235M
3
Ameriprise
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
Morgan Stanley
New York
$191M
5
BHB
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
Citadel Advisors
Florida
$450K
4
Goldman Sachs
Goldman Sachs
New York
$2.23M
5
Betterment LLC
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
176
Portland Global Advisors
Maine
$628K – – –
SWA
177
Sax Wealth Advisors
New Jersey
$620K +$959 +10 +0.2%
PBO
178
Peoples Bank (Ohio)
Ohio
$619K -$22.1K -230 -3%
OWA
179
Opal Wealth Advisors
New York
$618K +$39.9K +416 +7%
PCM
180
Parsons Capital Management
Rhode Island
$615K -$23.5K -245 -4%
Bank of New York Mellon
181
Bank of New York Mellon
New York
$614K +$96 +1 +0%
HA
182
Harborview Advisors
Maine
$609K +$41.3K +431 +7%
OFG
183
Oxford Financial Group
Indiana
$596K – – –
HNB
184
Huntington National Bank
Ohio
$594K +$8.97K +75 +2%
BOS
185
Bingham Osborn & Scarborough
California
$586K -$76K -792 -11%
PFO
186
Pathstone Family Office
New Jersey
$576K – – –
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$566K +$566K +5,896 New
SWM
188
Spire Wealth Management
Virginia
$559K – – –
TRCT
189
Tower Research Capital (TRC)
New York
$557K +$53.3K +556 +11%
TWM
190
TriaGen Wealth Management
California
$555K +$96 +1 +0%
LB
191
Leo Brokerage
Texas
$553K +$768 +8 +0.1%
EDRIA
192
Edmonds Duncan Registered Investment Advisors
Kansas
$549K – – –
BSW
193
Buckingham Strategic Wealth
Missouri
$545K +$53.2K +554 +11%
CCM
194
Coldstream Capital Management
Washington
$539K -$229K -1,720 -30%
PSC
195
Prentiss Smith & Co
Vermont
$531K -$87.2K -908 -14%
Franklin Resources
196
Franklin Resources
California
$529K +$1.82K +19 +0.3%
MFG
197
Monumental Financial Group
Maryland
$523K -$7.87K -82 -1%
FNWM
198
Financial Network Wealth Management
Utah
$519K – – –
WDL
199
Well Done LLC
Michigan
$517K -$1.92K -20 -0.4%
GLA
200
Good Life Advisors
Pennsylvania
$504K +$73.3K +764 +17%
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8
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