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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

419 hedge funds and large institutions have $2.54B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 113 increasing their positions, 145 reducing their positions, and 24 closing their positions.

Holders
419
Holders Change
-12
Holders Change %
-2.78%
% of All Funds
6.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
113
Reduced
145
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M
2
FEG
2
Fund Evaluation Group
Ohio
$15.4M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.3M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20.8M
5
MWM
5
Mission Wealth Management
California
$40.6M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$0
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$85.8M
3
MD
3
Money Design
Japan
$7.57M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$283M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$49.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$684M 7,604,960 +5,254,960 +224%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$283M 3,141,472 -49,334 -2%
Bank of America
3
Bank of America
North Carolina
$159M 1,769,078 -17,105 -1%
Morgan Stanley
4
Morgan Stanley
New York
$108M 1,203,971 -745 -0.1%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$85.8M 954,182 -200,039 -17%
Ameriprise
6
Ameriprise
Minnesota
$78.9M 877,459 -12,996 -1%
ST
7
Spinnaker Trust
Maine
$72.9M 810,705 -7,286 -0.9%
UBS Group
8
UBS Group
Switzerland
$58.4M 648,923 -3,172 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$49.7M 552,247 -41,349 -7%
M&T Bank
10
M&T Bank
New York
$48.5M 539,298 +5,309 +1%
Wells Fargo
11
Wells Fargo
California
$43M 478,343 -30,461 -6%
BlackRock
12
BlackRock
New York
$42.1M 468,318 +5,267 +1%
MWM
13
Mission Wealth Management
California
$40.6M 450,901 +22,501 +5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$34.1M 378,922 -9,339 -2%
Deutsche Bank
15
Deutsche Bank
Germany
$33.6M 373,239 -1,734 -0.5%
AA
16
Acorns Advisers
California
$30.6M 339,820 +8,860 +3%
LPL Financial
17
LPL Financial
California
$29.4M 326,829 +26 +0%
SRWM
18
Shira Ridge Wealth Management
California
$23.6M 262,437 +6,004 +2%
EI
19
Ellevest Inc
New York
$21.2M 235,760 -27,172 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$20.8M 231,656 +42,293 +22%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$20.2M 224,988 -3,228 -1%
Betterment LLC
22
Betterment LLC
New York
$19.7M 219,093 -3,424 -2%
US Bancorp
23
US Bancorp
Minnesota
$18.1M 201,345 +12,184 +6%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$17.6M 195,290 -2,751 -1%
Truist Financial
25
Truist Financial
North Carolina
$15.5M 172,831 -20,966 -11%
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