SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
201
Sax Wealth Advisors
New Jersey
$553K 6,721 – –
NL
202
NEPC LLC
Massachusetts
$553K 6,721 +672 +11%
WF
203
Warner Financial
Maryland
$552K 6,707 -52 -0.8%
PA
204
Prism Advisors
California
$549K 6,671 +1,389 +26%
EDRIA
205
Edmonds Duncan Registered Investment Advisors
Kansas
$545K 6,621 – –
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$543K 6,600 – –
HBT
207
Hills Bank & Trust
Iowa
$543K 6,600 – –
MGWM
208
Marks Group Wealth Management
Minnesota
$543K 6,593 – –
OFG
209
Oxford Financial Group
Indiana
$536K 6,509 -2,248 -26%
WFA
210
West Financial Advisors
Iowa
$532K 6,463 – –
WWM
211
WJ Wealth Management
Arizona
$519K 6,304 – –
AM
212
AGF Management
Ontario, Canada
$510K 6,200 +6,200 New
CCM
213
Coldstream Capital Management
Washington
$505K 6,139 +6,139 New
BJL
214
Brighton Jones LLC
Washington
$503K 6,105 -196 -3%
MIA
215
MMBG Investment Advisors
Florida
$501K 6,085 – –
CFG
216
Citizens Financial Group
Rhode Island
$501K 6,080 +6,080 New
WCM
217
WealthBridge Capital Management
Ohio
$499K 6,061 +599 +11%
PBO
218
Peoples Bank (Ohio)
Ohio
$494K 6,006 -27 -0.4%
GSWM
219
Greenup Street Wealth Management
Michigan
$489K 5,935 -1,292 -18%
Citadel Advisors
220
Citadel Advisors
Florida
$487K 5,916 +5,916 New
ZAM
221
Zevin Asset Management
Massachusetts
$487K 5,915 – –
MFG
222
Monumental Financial Group
Maryland
$483K 5,865 -207 -3%
HNB
223
Huntington National Bank
Ohio
– – – –
TAM
224
Trillium Asset Management
Massachusetts
$475K 5,774 -775 -12%
FANJ
225
Financial Architects (New Jersey)
New Jersey
$469K 5,694 -206 -3%
7 8
9
10 11