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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

373 hedge funds and large institutions have $1.87B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 86 reducing their positions, and 13 closing their positions.

Holders
373
Holders Change
+21
Holders Change %
+5.97%
% of All Funds
6.51%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
41
Increased
151
Reduced
86
Closed
13
Calls
$14.3M
Puts
–
Net Calls
+$14.3M
Net Calls Change
+$5.46M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$206M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$25M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$15.6M
4
AWM
4
AE Wealth Management
Kansas
$12.1M
5
DP
5
Divergent Planning
Maryland
$10.6M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$26.7M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.26M
3
UBS Group
3
UBS Group
Switzerland
$64.6M
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$217M 2,274,708 +63,450 +3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$206M 2,152,247 +455,256 +27%
Morgan Stanley
3
Morgan Stanley
New York
$180M 1,888,172 +28,673 +2%
ST
4
Spinnaker Trust
Maine
$99.4M 1,040,357 +9,375 +0.9%
Ameriprise
5
Ameriprise
Minnesota
$80.6M 849,088 +62,127 +8%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$78.2M 818,482 +67,988 +9%
UBS Group
7
UBS Group
Switzerland
$64.6M 676,372 -67,490 -9%
Wells Fargo
8
Wells Fargo
California
$61.9M 647,468 +16,311 +3%
LPL Financial
9
LPL Financial
California
$58.1M 608,355 +26,750 +5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$46M 481,203 +27,101 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$44.1M 461,839 +10,463 +2%
M&T Bank
12
M&T Bank
New York
$32M 335,429 +15,545 +5%
Betterment LLC
13
Betterment LLC
New York
$27.5M 287,606 -19,065 -6%
VMPIC
14
Varma Mutual Pension Insurance Co
Finland
$26.7M 279,816 -1,200,000 -81%
MWM
15
Mission Wealth Management
California
$26.7M 279,555 +18,881 +7%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$25M 261,900 +228,100 +675%
BlackRock
17
BlackRock
New York
$23.1M 241,577 +55,312 +30%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$22.3M 233,803 +16,657 +8%
Deutsche Bank
19
Deutsche Bank
Germany
$20.9M 218,429 – –
Truist Financial
20
Truist Financial
North Carolina
$19.7M 206,248 -4,774 -2%
EI
21
Ellevest Inc
New York
$16.7M 174,836 +21,628 +14%
REMPR
22
Roof Eidam Maycock Peralta (REMP)
California
$15.6M 163,007 +163,007 New
MD
23
Money Design
Japan
$14M 146,301 +4,157 +3%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$13.7M 143,885 +6,834 +5%
AWM
25
AE Wealth Management
Kansas
$12.1M 126,544 +126,544 New
1
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