SUSA icon

iShares ESG Optimized MSCI USA ETF

431 hedge funds and large institutions have $2.21B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 144 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
141
Reduced
144
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MF
201
Meridian Financial
Massachusetts
$587K -$9.36K -100 -2%
WFA
202
West Financial Advisors
Iowa
$584K -$281 -3 -0%
CCM
203
Coldstream Capital Management
Washington
$579K -$3.93K -42 -0.7%
BSW
204
Buckingham Strategic Wealth
Missouri
$568K +$40K +427 +8%
GT
205
Glenmede Trust
Pennsylvania
$561K
MIA
206
MMBG Investment Advisors
Florida
$561K
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$561K +$104K +1,112 +23%
HCM
208
Hengehold Capital Management
Ohio
$557K +$23.8K +254 +4%
WCM
209
WealthBridge Capital Management
Ohio
$555K +$94 +1 +0%
PCM
210
Parsons Capital Management
Rhode Island
$551K +$107K +1,146 +24%
FA
211
Fiduciary Alliance
South Carolina
$549K +$549K +5,861 New
SG
212
Sharper & Granite
California
$547K -$3.75K -40 -0.7%
EPP
213
ETF Portfolio Partners
Kansas
$547K +$547K +5,837 New
SVWAG
214
Sound View Wealth Advisors Group
Georgia
$545K -$32.8K -350 -6%
DAS
215
Dynamic Advisor Solutions
Arizona
$539K -$118K -1,264 -18%
PBO
216
Peoples Bank (Ohio)
Ohio
$537K -$2.81K -30 -0.5%
NB
217
NBT Bank
New York
$535K
BJL
218
Brighton Jones LLC
Washington
$532K -$39.2K -419 -7%
NP
219
NorthRock Partners
Minnesota
$532K +$94 +1 +0%
MFG
220
Monumental Financial Group
Maryland
$531K -$5.24K -56 -1%
PMG
221
ProVise Management Group
Florida
$531K
HNB
222
Huntington National Bank
Ohio
$520K -$534K
ZAM
223
Zevin Asset Management
Massachusetts
$519K -$34.8K -372 -6%
TCOV
224
Trust Company of Vermont
Vermont
$518K +$2.15K +23 +0.4%
WDL
225
Well Done LLC
Michigan
$514K +$1.31K +14 +0.3%