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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

444 hedge funds and large institutions have $2.92B invested in iShares ESG Optimized MSCI USA ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 179 increasing their positions, 91 reducing their positions, and 16 closing their positions.

Holders
444
Holders Change
+57
Holders Change %
+14.73%
% of All Funds
6.86%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
80
Increased
179
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M
3
TCM
3
Tradewinds Capital Management
Washington
$29.3M
4
WA
4
Win Advisors
Florida
$25.9M
5
Bank of America
5
Bank of America
North Carolina
$286M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$13.2M
2
HT
2
HAP Trading
New York
$0
3
PSUF
3
People's United Financial
Connecticut
$4.05M
4
LNWTC
4
Laird Norton Wetherby Trust Company
Washington
$0
5
SA
5
Stewardship Advisors
Pennsylvania
$8.03M
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M 3,079,816 +2,800,000 +1,001%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$317M 2,980,490 +398,807 +15%
Bank of America
3
Bank of America
North Carolina
$286M 2,694,180 +242,571 +10%
Morgan Stanley
4
Morgan Stanley
New York
$224M 2,105,106 +117,100 +6%
Ameriprise
5
Ameriprise
Minnesota
$118M 1,113,144 +127,494 +13%
ST
6
Spinnaker Trust
Maine
$113M 1,061,737 +11,424 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$102M 959,528 +104,681 +12%
UBS Group
8
UBS Group
Switzerland
$79.3M 746,183 +80,259 +12%
Wells Fargo
9
Wells Fargo
California
$72.5M 682,760 +27,193 +4%
LPL Financial
10
LPL Financial
California
$69.6M 654,927 +31,273 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$65.3M 614,209 +113,051 +23%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$58.6M 551,972 +37,628 +7%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$42.7M 401,900 +140,000 +53%
Deutsche Bank
14
Deutsche Bank
Germany
$40.8M 384,112 +128,340 +50%
MD
15
Money Design
Japan
$35.9M 337,203 +173,062 +105%
M&T Bank
16
M&T Bank
New York
$34.7M 326,519 -8,972 -3%
MWM
17
Mission Wealth Management
California
$34M 319,718 +29,483 +10%
BlackRock
18
BlackRock
New York
$33.1M 311,378 +42,477 +16%
RJA
19
Raymond James & Associates
Florida
$29.7M 279,536 +177,606 +174%
TCM
20
Tradewinds Capital Management
Washington
$29.3M 275,317 +275,317 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.9M 272,136 +22,400 +9%
Betterment LLC
22
Betterment LLC
New York
$27.1M 255,445 -14,317 -5%
WA
23
Win Advisors
Florida
$25.9M 243,769 +243,769 New
Truist Financial
24
Truist Financial
North Carolina
$24.3M 228,599 +21,253 +10%
EI
25
Ellevest Inc
New York
$21.2M 199,040 +9,830 +5%
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