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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

387 hedge funds and large institutions have $2.03B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 167 increasing their positions, 76 reducing their positions, and 14 closing their positions.

Holders
387
Holders Change
+14
Holders Change %
+3.75%
% of All Funds
6.8%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
33
Increased
167
Reduced
76
Closed
14
Calls
$15M
Puts
–
Net Calls
+$15M
Net Calls Change
+$650K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M
2
Bank of America
2
Bank of America
North Carolina
$235M
3
Ameriprise
3
Ameriprise
Minnesota
$94.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$191M
5
BHB
5
Bank Hapoalim BM
Israel
$11.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$0
2
GKWIM
2
Gerber Kawasaki Wealth & Investment Management
California
$32K
3
Citadel Advisors
3
Citadel Advisors
Florida
$450K
4
Goldman Sachs
4
Goldman Sachs
New York
$2.23M
5
Betterment LLC
5
Betterment LLC
New York
$25.9M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$248M 2,581,683 +429,436 +20%
Bank of America
2
Bank of America
North Carolina
$235M 2,451,609 +176,901 +8%
Morgan Stanley
3
Morgan Stanley
New York
$191M 1,988,006 +99,834 +5%
ST
4
Spinnaker Trust
Maine
$101M 1,050,313 +9,956 +1%
Ameriprise
5
Ameriprise
Minnesota
$94.5M 985,650 +136,562 +16%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$82M 854,847 +36,365 +4%
UBS Group
7
UBS Group
Switzerland
$63.9M 665,924 -10,448 -2%
Wells Fargo
8
Wells Fargo
California
$62.9M 655,567 +8,099 +1%
LPL Financial
9
LPL Financial
California
$59.8M 623,654 +15,299 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.4M 514,344 +33,141 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$48.1M 501,158 +39,319 +9%
M&T Bank
12
M&T Bank
New York
$32.2M 335,491 +62 +0%
MWM
13
Mission Wealth Management
California
$27.8M 290,235 +10,680 +4%
VMPIC
14
Varma Mutual Pension Insurance Co
Finland
$26.8M 279,816 – –
Betterment LLC
15
Betterment LLC
New York
$25.9M 269,762 -17,844 -6%
BlackRock
16
BlackRock
New York
$25.8M 268,901 +27,324 +11%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$25.1M 261,900 – –
Deutsche Bank
18
Deutsche Bank
Germany
$24.5M 255,772 +37,343 +17%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$24M 249,736 +15,933 +7%
Truist Financial
20
Truist Financial
North Carolina
$19.9M 207,346 +1,098 +0.5%
PAG
21
Private Advisor Group
New Jersey
$19.5M 203,336 +79,873 +65%
EI
22
Ellevest Inc
New York
$18.2M 189,210 +14,374 +8%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$16.2M 169,282 +25,397 +18%
MD
24
Money Design
Japan
$15.7M 164,141 +17,840 +12%
REMPR
25
Roof Eidam Maycock Peralta (REMP)
California
$15.7M 163,255 +248 +0.2%
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