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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
201
Carret Asset Management
New York
$694K 6,900 +55 +0.8%
MFG
202
Merit Financial Group
Georgia
$691K 6,872 +122 +2%
GSWM
203
Greenup Street Wealth Management
Michigan
$688K 6,842 +840 +14%
SG
204
Sharper & Granite
California
$686K 6,823 +940 +16%
BSW
205
Buckingham Strategic Wealth
Missouri
$684K 6,807 +744 +12%
EDRIA
206
Edmonds Duncan Registered Investment Advisors
Kansas
$665K 6,621 – –
HBT
207
Hills Bank & Trust
Iowa
$663K 6,600 – –
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$663K 6,600 – –
SWA
209
Sax Wealth Advisors
New Jersey
$660K 6,566 – –
FCG
210
Fielder Capital Group
Tennessee
$658K 6,543 +6,543 New
WF
211
Warner Financial
Maryland
$653K 6,495 +52 +0.8%
HCM
212
Hengehold Capital Management
Ohio
$649K 6,460 +508 +9%
MWM
213
Modera Wealth Management
New Jersey
$647K 6,433 +70 +1%
RIS
214
Retirement Income Solutions
Michigan
$646K 6,428 – –
GT
215
Glenmede Trust
Pennsylvania
$643K 6,394 – –
AAS
216
Ameritas Advisory Services
Nebraska
$634K 6,304 -1,569 -20%
PCM
217
Parsons Capital Management
Rhode Island
$626K 6,229 +70 +1%
WCM
218
WealthBridge Capital Management
Ohio
$616K 6,132 +2 +0%
MF
219
Meridian Financial
Massachusetts
$615K 6,118 +50 +0.8%
MIA
220
MMBG Investment Advisors
Florida
$612K 6,085 – –
CCM
221
Coldstream Capital Management
Washington
$607K 6,039 – –
FA
222
Fiduciary Alliance
South Carolina
$601K 5,976 -1,686 -22%
ClearBridge Investments
223
ClearBridge Investments
New York
$598K 5,946 +5,946 New
PMG
224
ProVise Management Group
Florida
$594K 5,905 +333 +6%
APG
225
Abacus Planning Group
South Carolina
$591K 5,877 +188 +3%
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