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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

352 hedge funds and large institutions have $1.68B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 148 increasing their positions, 69 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+23
Holders Change %
+6.99%
% of All Funds
6.2%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
148
Reduced
69
Closed
16
Calls
$8.86M
Puts
–
Net Calls
+$8.86M
Net Calls Change
-$76K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$59M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$32.6M
4
Morgan Stanley
Morgan Stanley
New York
+$31.8M
5
Bank of America
Bank of America
North Carolina
+$18M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$6.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.37M
3
SCA
Snowden Capital Advisors
New York
-$3.37M
4
FI
FormulaFolio Investments
Michigan
-$3.15M
5
Barclays
Barclays
United Kingdom
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$194M +$18M +204,963 +10%
Morgan Stanley
2
Morgan Stanley
New York
$163M +$31.8M +361,804 +24%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$149M +$59M +672,332 +66%
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$130M +$130M +1,479,816 New
ST
5
Spinnaker Trust
Maine
$90.5M +$3.83M +43,669 +4%
Ameriprise
6
Ameriprise
Minnesota
$69.2M +$7.02M +79,870 +11%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$65.9M +$6.67M +75,969 +11%
UBS Group
8
UBS Group
Switzerland
$65.3M +$11M +125,483 +20%
Wells Fargo
9
Wells Fargo
California
$55.4M +$5.4M +61,502 +11%
LPL Financial
10
LPL Financial
California
$51.1M +$3.2M +36,429 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.9M +$32.6M +370,719 +445%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$39.6M +$3.25M +36,969 +9%
M&T Bank
13
M&T Bank
New York
$28.1M +$15.5M +176,560 +123%
Betterment LLC
14
Betterment LLC
New York
$26.9M -$1.87M -21,321 -7%
MWM
15
Mission Wealth Management
California
$22.9M +$2.02M +22,989 +10%
Deutsche Bank
16
Deutsche Bank
Germany
$19.2M +$121K +1,381 +0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$19.1M +$7.9M +89,968 +71%
Truist Financial
18
Truist Financial
North Carolina
$18.5M +$3.26M +37,064 +21%
BlackRock
19
BlackRock
New York
$16.4M +$5.25M +59,781 +47%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$13.5M +$2.2M +25,009 +19%
EI
21
Ellevest Inc
New York
$13.5M +$1.95M +22,232 +17%
MD
22
Money Design
Japan
$12.5M +$1.81M +20,565 +17%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$12M -$509K -5,799 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.2M -$2.26M -25,698 -18%
PAG
25
Private Advisor Group
New Jersey
$9.65M +$1.59M +18,095 +20%
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