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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
201
First Foundation Advisors
California
$542K 6,180 -3,711 -38%
SVWAG
202
Sound View Wealth Advisors Group
Georgia
$542K 6,175 +325 +6%
BJL
203
Brighton Jones LLC
Washington
$536K 6,106 +1 +0%
HNB
204
Huntington National Bank
Ohio
– – – –
MIA
205
MMBG Investment Advisors
Florida
$534K 6,085 – –
WCM
206
WealthBridge Capital Management
Ohio
$520K 5,929 -132 -2%
ZAM
207
Zevin Asset Management
Massachusetts
$519K 5,915 – –
SG
208
Sharper & Granite
California
$516K 5,883 +450 +8%
PBO
209
Peoples Bank (Ohio)
Ohio
$506K 5,768 -238 -4%
MFG
210
Monumental Financial Group
Maryland
$503K 5,730 -135 -2%
NB
211
NBT Bank
New York
$502K 5,714 +860 +18%
HCM
212
Hengehold Capital Management
Ohio
$500K 5,698 +301 +6%
NP
213
NorthRock Partners
Minnesota
$499K 5,680 +65 +1%
PMG
214
ProVise Management Group
Florida
$498K 5,673 +1,360 +32%
TCOV
215
Trust Company of Vermont
Vermont
$484K 5,514 +145 +3%
WDL
216
Well Done LLC
Michigan
$480K 5,472 +21 +0.4%
WCFA
217
Walkner Condon Financial Advisors
Wisconsin
$479K 5,457 +23 +0.4%
GWM
218
Grand Wealth Management
Michigan
$467K 5,324 – –
FANJ
219
Financial Architects (New Jersey)
New Jersey
$467K 5,318 -376 -7%
MCC
220
Money Concepts Capital
Florida
$466K 12,287 +10,096 +461%
TAM
221
Trillium Asset Management
Massachusetts
$464K 5,249 -525 -9%
BSW
222
Buckingham Strategic Wealth
Missouri
$464K 5,636 – –
PA
223
PFG Advisors
Arizona
$459K 5,228 -174 -3%
AWA
224
Arete Wealth Advisors
Illinois
$457K 5,204 -860 -14%
AM
225
AGF Management
Ontario, Canada
$456K 5,200 -1,000 -16%
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