SUSA icon

iShares ESG Optimized MSCI USA ETF

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BB
176
Bell Bank
North Dakota
$928K 8,737 +1,562 +22%
AIP
177
Almanack Investment Partners
Pennsylvania
$922K 8,676 +26 +0.3%
MF
178
Meridian Financial
Massachusetts
$908K 8,543 +8,543 New
NA
179
NewEdge Advisors
Louisiana
$894K 8,412 +3,879 +86%
AA
180
Addison Advisors
Vermont
$892K 8,396 -120 -1%
BJL
181
Brighton Jones LLC
Washington
$878K 8,259 +1 +0%
AAS
182
Ameritas Advisory Services
Nebraska
$876K 8,242 +8,242 New
SPL
183
Smart Portfolios LLC
Washington
$862K 8,112 +142 +2%
RRA
184
Round Rock Advisors
Connecticut
$821K 7,724 +7,724 New
SAS
185
Sanford Advisory Services
Michigan
$813K 7,652
ZAM
186
Zevin Asset Management
Massachusetts
$808K 7,600
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
$805K 7,580 +1,684 +29%
Members Trust
188
Members Trust
Florida
$804K 7,564
TAM
189
Trillium Asset Management
Massachusetts
$803K 7,555 -894 -11%
GKWIM
190
Gerber Kawasaki Wealth & Investment Management
California
$803K 7,565 +7,533 +23,541%
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
PGA
192
Portland Global Advisors
Maine
$772K 7,270 +720 +11%
OWA
193
Opal Wealth Advisors
New York
$768K 7,230 +784 +12%
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
$761K 7,166 -6,658 -48%
HNB
195
Huntington National Bank
Ohio
-4,967 Closed
RIS
196
Retirement Income Solutions
Michigan
$742K 6,979 +6,979 New
MFA
197
McClarren Financial Advisors
Pennsylvania
$730K 6,864 +20 +0.3%
CCM
198
Coldstream Capital Management
Washington
$727K 6,844 +2,802 +69%
AGA
199
Arkos Global Advisors
Texas
$725K 6,826 -160 -2%
FANJ
200
Financial Architects (New Jersey)
New Jersey
$720K 6,775 +1 +0%