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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
9WM
176
9258 Wealth Management
Ohio
$746K 9,059 +9,059 New
MGIA
177
Moneta Group Investment Advisors
Missouri
$743K 8,473 -551 -6%
RRA
178
Round Rock Advisors
Connecticut
$741K 9,005 – –
CA
179
Clearstead Advisors
Ohio
$738K 8,971 – –
UIA
180
Ulland Investment Advisors
Minnesota
$731K 8,880 -1,525 -15%
SPL
181
Smart Portfolios LLC
Washington
$725K 8,803 +8,803 New
WP
182
WealthShield Partners
North Carolina
$709K 8,615 +170 +2%
AAS
183
Ameritas Advisory Services
Nebraska
$704K 8,556 +157 +2%
SPC
184
Sigma Planning Corp
Michigan
$685K 8,327 -245 -3%
BB
185
Bell Bank
North Dakota
$680K 8,259 -303 -4%
WCWM
186
Willow Creek Wealth Management
California
$677K 8,230 +8,230 New
MSA
187
Marino Stram & Associates
Massachusetts
$659K 8,000 +8,000 New
WB
188
WesBanco Bank
West Virginia
$624K 7,588 – –
PAG
189
Private Advisor Group
New Jersey
$621K 46,488 +12,991 +39%
SG
190
StoneX Group
New York
$620K 7,527 +4,198 +126%
RIS
191
Retirement Income Solutions
Michigan
$611K 7,421 +4,820 +185%
AGA
192
Arkos Global Advisors
Texas
$607K 7,372 -44 -0.6%
PSC
193
Prentiss Smith & Co
Vermont
$603K 7,330 – –
MF
194
Meridian Financial
Massachusetts
$590K 7,168 -600 -8%
SVWAG
195
Sound View Wealth Advisors Group
Georgia
$588K 5,850 -11 -0.2%
SPIA
196
Steward Partners Investment Advisory
New York
$587K 7,125 – –
MFA
197
McClarren Financial Advisors
Pennsylvania
$573K 6,967 +31 +0.4%
SAS
198
Sanford Advisory Services
Michigan
$570K 6,920 +508 +8%
CAM
199
Carret Asset Management
New York
$560K 6,802 +63 +0.9%
MFG
200
Merit Financial Group
Georgia
$556K 6,750 -6,552 -49%
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