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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
AE Wealth Management
Kansas
$12.1M
5
DP
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
UBS Group
Switzerland
$64.6M
4
SC
Scotia Capital
Ontario, Canada
$0
5
TRCT
Tower Research Capital (TRC)
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
201
CWS Financial Advisors
Michigan
$465K -$2.48K -26 -0.5%
KNW
202
Kesler Norman & Wride
Utah
$462K – – –
CMO
203
Covenant Multifamily Offices
Texas
$457K +$457K +4,788 New
EWF
204
Epstein & White Financial
California
$450K +$61.1K +640 +16%
5L
205
55I LLC
Massachusetts
$446K +$57.7K +603 +15%
TCOV
206
Trust Company of Vermont
Vermont
$442K -$17.5K -183 -4%
OCM
207
One Capital Management
California
$439K +$21.5K +225 +5%
WFAG
208
Wescott Financial Advisory Group
Pennsylvania
$439K +$58.6K +598 +15%
FCIM
209
Fairview Capital Investment Management
California
$434K +$23.8K +250 +6%
NA
210
NewEdge Advisors
Louisiana
$433K +$433K +4,528 New
FPFS
211
First Personal Financial Services
North Carolina
$431K +$16.3K +170 +4%
BFS
212
Bard Financial Services
Connecticut
$430K – – –
MFS
213
McNamara Financial Services
Massachusetts
$430K +$54.6K +572 +15%
GLA
214
Good Life Advisors
Pennsylvania
$429K -$2.77K -29 -0.6%
GL
215
Graypoint LLC
New York
$428K – – –
PA
216
PFG Advisors
Arizona
$418K -$131K -1,366 -24%
FM
217
Family Management
New York
$416K +$10.3K +108 +3%
PCFFS
218
Pacific Center for Financial Services
California
$407K +$477 +5 +0.1%
FWCM
219
Ferguson Wellman Capital Management
Oregon
$406K -$1.91K -20 -0.5%
GKWIM
220
Gerber Kawasaki Wealth & Investment Management
California
$405K +$112K +1,169 +38%
MBTD
221
Mechanics Bank - Trust Department
California
$397K -$59.3K -620 -13%
HCM
222
Hengehold Capital Management
Ohio
$390K – – –
JIC
223
Johnson Investment Counsel
Ohio
$387K – – –
BWM
224
Bulltick Wealth Management
Florida
$382K – – –
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$379K +$56.9K +596 +18%
7 8
9
10 11