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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$902K 8,971 -8,971 -50%
UIA
177
Ulland Investment Advisors
Minnesota
$893K 8,880 – –
AIP
178
Ameritas Investment Partners
Nebraska
$879K 8,749 -69 -0.8%
MA
179
Mutual Advisors
Nebraska
$878K 8,740 -316 -3%
RRA
180
Round Rock Advisors
Connecticut
$866K 8,615 -616 -7%
SDJVC
181
St. Denis J. Villere & Co
Louisiana
$865K 8,611 +8,611 New
WP
182
WealthShield Partners
North Carolina
$849K 8,447 -56 -0.7%
BPA
183
Beacon Pointe Advisors
California
$833K 8,289 -7,258 -47%
TIA
184
Traphagen Investment Advisors
New Jersey
$826K 8,221 +64 +0.8%
CT
185
Coastline Trust
Rhode Island
$823K 8,187 +8,187 New
BB
186
Bell Bank
North Dakota
$804K 8,002 – –
BRIA
187
Balanced Rock Investment Advisors
Massachusetts
$804K 8,001 +8,001 New
WFAG
188
Wescott Financial Advisory Group
Pennsylvania
$802K 7,984 +366 +5%
WCWM
189
Willow Creek Wealth Management
California
$800K 7,959 – –
DCP
190
DSM Capital Partners
Florida
$798K 7,940 +7,940 New
SPL
191
Smart Portfolios LLC
Washington
$797K 7,610 -916 -11%
PSC
192
Prentiss Smith & Co
Vermont
$771K 7,675 +17 +0.2%
CCFM
193
Clear Creek Financial Management
Washington
$755K 7,514 -904 -11%
HNB
194
Huntington National Bank
Ohio
– – – –
MHI
195
Miller Howard Investments
New York
$738K 7,341 +7,341 New
UL
196
Unionview LLC
Washington
$720K 7,159 +43 +0.6%
SPIA
197
Steward Partners Investment Advisory
New York
$711K 7,074 – –
MFA
198
McClarren Financial Advisors
Pennsylvania
$710K 7,069 +58 +0.8%
Members Trust
199
Members Trust
Florida
$707K 7,011 – –
FFA
200
First Foundation Advisors
California
$701K 6,976 +1,126 +19%
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8
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