SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $2.42B invested in iShares ESG Optimized MSCI USA ETF in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 135 increasing their positions, 131 reducing their positions, and 18 closing their positions.

Holders
427
Holders Change
+34
Holders Change %
+8.65%
% of All Funds
6.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
62
Increased
135
Reduced
131
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$211M
2
RJA
2
Raymond James & Associates
Florida
$50.7M
3
SRWM
3
Shira Ridge Wealth Management
California
$20.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$94.9M
5
BlackRock
5
BlackRock
New York
$38.4M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$499M
2
LPL Financial
2
LPL Financial
California
$30.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$119M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$4.51M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arete Wealth Advisors
Illinois
$499M 6,064 -939 -13%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$255M 3,097,619 +82,205 +3%
Bank of America
3
Bank of America
North Carolina
$211M 2,567,441 +367,640 +17%
Morgan Stanley
4
Morgan Stanley
New York
$119M 1,449,289 -248,115 -15%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$94.9M 1,153,380 +113,448 +11%
ST
6
Spinnaker Trust
Maine
$80.2M 974,344 -113 -0%
Ameriprise
7
Ameriprise
Minnesota
$73.3M 889,413 -5,929 -0.7%
UBS Group
8
UBS Group
Switzerland
$58.8M 714,418 -13,575 -2%
RJA
9
Raymond James & Associates
Florida
$50.7M 615,471 +325,134 +112%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$49M 595,373 +8,046 +1%
Wells Fargo
11
Wells Fargo
California
$43.7M 530,771 +10,846 +2%
M&T Bank
12
M&T Bank
New York
$40.6M 493,233 -752 -0.2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$40.2M 488,558 -43,029 -8%
BlackRock
14
BlackRock
New York
$38.4M 466,866 +100,707 +28%
MWM
15
Mission Wealth Management
California
$31.9M 387,224 -21,539 -5%
Deutsche Bank
16
Deutsche Bank
Germany
$31.2M 378,636 +5,646 +2%
LPL Financial
17
LPL Financial
California
$30.1M 365,946 -263,301 -42%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$29.8M 360,600 – –
MD
19
Money Design
Japan
$29.2M 354,993 +3,120 +0.9%
AA
20
Acorns Advisers
California
$23.8M 289,113 +27,165 +10%
SRWM
21
Shira Ridge Wealth Management
California
$20.6M 250,287 +250,287 New
EI
22
Ellevest Inc
New York
$20.5M 249,101 +2,663 +1%
Betterment LLC
23
Betterment LLC
New York
$19.8M 240,670 -15,305 -6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$19.2M 233,455 +5,438 +2%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$18.1M 220,400 +33,891 +18%
1
2 3 4 5