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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
201
Kesler Norman & Wride
Utah
$413K – – –
BFS
202
Bard Financial Services
Connecticut
$395K – – –
GL
203
Graypoint LLC
New York
$394K +$264 +3 +0.1%
GLA
204
Good Life Advisors
Pennsylvania
$394K +$394K +4,516 New
OCM
205
One Capital Management
California
$384K -$3.51K -40 -0.9%
FPFS
206
First Personal Financial Services
North Carolina
$381K -$9.31K -106 -2%
FCIM
207
Fairview Capital Investment Management
California
$377K +$4.38K +50 +1%
FWCM
208
Ferguson Wellman Capital Management
Oregon
$375K – – –
PCFFS
209
Pacific Center for Financial Services
California
$374K -$12.7K -144 -3%
FM
210
Family Management
New York
$373K +$96.5K +1,100 +35%
HCM
211
Hengehold Capital Management
Ohio
$359K +$359K +4,086 New
5L
212
55I LLC
Massachusetts
$357K – – –
EWF
213
Epstein & White Financial
California
$357K +$5.87K +67 +2%
JIC
214
Johnson Investment Counsel
Ohio
$356K +$351 +4 +0.1%
BWM
215
Bulltick Wealth Management
Florida
$351K – – –
BSW
216
Buckingham Strategic Wealth
Missouri
$341K – – –
WFAG
217
Wescott Financial Advisory Group
Pennsylvania
$341K +$47.8K +544 +16%
TIA
218
Traphagen Investment Advisors
New Jersey
$336K +$47.1K +536 +16%
MWM
219
Modera Wealth Management
New Jersey
$335K +$12K +137 +4%
PA
220
Parkside Advisors
California
$334K -$24.9K -283 -7%
SFG
221
SNS Financial Group
Minnesota
$334K – – –
OWP
222
Obermeyer Wealth Partners
Colorado
$332K – – –
MKA
223
M. Kulyk & Associates
Georgia
$332K – – –
GWM
224
Geneos Wealth Management
Colorado
$329K +$9.19K +100 +3%
LNC
225
Lincoln National Corp
Pennsylvania
$327K +$327K +3,719 New
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