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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
GSWM
176
Greenup Street Wealth Management
Michigan
$710K 8,086 +2,151 +36%
SPC
177
Sigma Planning Corp
Michigan
$702K 7,992 -335 -4%
PA
178
Prism Advisors
California
$697K 7,942 +1,271 +19%
NL
179
NEPC LLC
Massachusetts
$669K 7,626 +905 +13%
PSC
180
Prentiss Smith & Co
Vermont
$649K 7,395 +65 +0.9%
OIA
181
OneDigital Investment Advisors
Kansas
$626K 7,132 +3,619 +103%
SPIA
182
Steward Partners Investment Advisory
New York
$625K 7,125 – –
FPF
183
First Pacific Financial
Washington
$620K 7,065 +2,990 +73%
DAS
184
Dynamic Advisor Solutions
Arizona
$616K 7,020 -3,862 -35%
MFA
185
McClarren Financial Advisors
Pennsylvania
$613K 6,993 +26 +0.4%
CAM
186
Carret Asset Management
New York
$599K 6,828 +26 +0.4%
MFG
187
Merit Financial Group
Georgia
$592K 6,750 – –
SWA
188
Sax Wealth Advisors
New Jersey
$590K 6,721 – –
AGA
189
Arkos Global Advisors
Texas
$583K 6,647 -725 -10%
EDRIA
190
Edmonds Duncan Registered Investment Advisors
Kansas
$581K 6,621 – –
WF
191
Warner Financial
Maryland
$581K 6,616 -91 -1%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$579K 6,600 – –
HBT
193
Hills Bank & Trust
Iowa
$579K 6,600 – –
MGWM
194
Marks Group Wealth Management
Minnesota
$579K 6,593 – –
RIS
195
Retirement Income Solutions
Michigan
$570K 6,489 -932 -13%
GT
196
Glenmede Trust
Pennsylvania
$561K 6,394 +5,532 +642%
MF
197
Meridian Financial
Massachusetts
$559K 6,368 -800 -11%
WFAG
198
Wescott Financial Advisory Group
Pennsylvania
$554K 6,313 -3,763 -37%
WFA
199
West Financial Advisors
Iowa
$548K 6,241 -222 -3%
CCM
200
Coldstream Capital Management
Washington
$546K 6,221 +82 +1%
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