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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

427 hedge funds and large institutions have $1.9B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 136 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
–
Holders Change %
0%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
40
Increased
147
Reduced
136
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$8.86M
2
M&T Bank
2
M&T Bank
New York
$47.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$15M
4
AA
4
Acorns Advisers
California
$27.7M
5
MWM
5
Mission Wealth Management
California
$36.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$173M
2
RJA
2
Raymond James & Associates
Florida
$11.2M
3
ST
3
Spinnaker Trust
Maine
$72.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$118M
5
SWP
5
Stratos Wealth Partners
Ohio
$2.72M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$274M 3,117,245 +19,626 +0.6%
Bank of America
2
Bank of America
North Carolina
$173M 1,976,685 -590,756 -23%
Morgan Stanley
3
Morgan Stanley
New York
$118M 1,347,041 -102,248 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$96M 1,093,568 -59,812 -5%
Ameriprise
5
Ameriprise
Minnesota
$77.8M 886,358 -3,055 -0.3%
ST
6
Spinnaker Trust
Maine
$72.7M 828,824 -145,520 -15%
UBS Group
7
UBS Group
Switzerland
$60M 683,841 -30,577 -4%
Wells Fargo
8
Wells Fargo
California
$48M 547,427 +16,656 +3%
M&T Bank
9
M&T Bank
New York
$47.3M 539,092 +45,859 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47.2M 537,193 -58,180 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$40.1M 457,029 -31,529 -6%
BlackRock
12
BlackRock
New York
$40.1M 456,342 -10,524 -2%
MWM
13
Mission Wealth Management
California
$36.1M 411,116 +23,892 +6%
Deutsche Bank
14
Deutsche Bank
Germany
$33M 375,720 -2,916 -0.8%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$32.9M 377,600 +17,000 +5%
LPL Financial
16
LPL Financial
California
$30.4M 346,589 -19,357 -5%
MD
17
Money Design
Japan
$29.3M 333,775 -21,218 -6%
AA
18
Acorns Advisers
California
$27.7M 315,189 +26,076 +9%
EI
19
Ellevest Inc
New York
$22.7M 258,942 +9,841 +4%
SRWM
20
Shira Ridge Wealth Management
California
$22.3M 253,634 +3,347 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$21.8M 248,621 +15,166 +6%
Betterment LLC
22
Betterment LLC
New York
$20.2M 230,475 -10,195 -4%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$19.3M 219,563 -837 -0.4%
Truist Financial
24
Truist Financial
North Carolina
$17.7M 201,501 -8,080 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$15M 170,470 +43,334 +34%
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