SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$248M
2
Bank of America
Bank of America
North Carolina
$235M
3
Ameriprise
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
Morgan Stanley
New York
$191M
5
BHB
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
Citadel Advisors
Florida
$450K
4
Goldman Sachs
Goldman Sachs
New York
$2.23M
5
Betterment LLC
Betterment LLC
New York
$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
201
Financial Counselors Inc
Kansas
$495K -$50.2K -524 -9%
WFAG
202
Wescott Financial Advisory Group
Pennsylvania
$484K +$54K +563 +13%
RC
203
RegentAtlantic Capital
New Jersey
$479K -$14.3K -149 -3%
MFG
204
Merit Financial Group
Georgia
$479K – – –
COF
205
Capital One Financial
Virginia
$468K – – –
TCOV
206
Trust Company of Vermont
Vermont
$461K +$16.9K +176 +4%
PA
207
Prism Advisors
California
$460K -$13.8K -144 -3%
FCIM
208
Fairview Capital Investment Management
California
$458K +$21.6K +225 +5%
KNW
209
Kesler Norman & Wride
Utah
$451K – – –
Citadel Advisors
210
Citadel Advisors
Florida
$450K -$2.35M -24,521 -84%
PAI
211
Pittenger & Anderson Inc
Nebraska
$450K +$101K +1,048 +29%
MFS
212
McNamara Financial Services
Massachusetts
$441K +$8.83K +92 +2%
FWCM
213
Ferguson Wellman Capital Management
Oregon
$436K +$27.8K +290 +7%
NA
214
NewEdge Advisors
Louisiana
$435K +$480 +5 +0.1%
FPFS
215
First Personal Financial Services
North Carolina
$433K – – –
BFS
216
Bard Financial Services
Connecticut
$432K – – –
5L
217
55I LLC
Massachusetts
$430K -$17.7K -184 -4%
GL
218
Graypoint LLC
New York
$430K +$96 +1 +0%
WS
219
Wedbush Securities
California
$427K +$427K +4,446 New
OCM
220
One Capital Management
California
$424K -$16.8K -175 -4%
PA
221
PFG Advisors
Arizona
$419K -$960 -10 -0.2%
FM
222
Family Management
New York
$418K – – –
SVWAG
223
Sound View Wealth Advisors Group
Georgia
$415K +$33.6K +350 +9%
HSBC Holdings
224
HSBC Holdings
United Kingdom
$409K -$71K -740 -15%
PCFFS
225
Pacific Center for Financial Services
California
$409K – – –
7 8
9
10 11