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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $4.09B invested in iShares ESG Optimized MSCI USA ETF in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 160 increasing their positions, 126 reducing their positions, and 20 closing their positions.

Holders
452
Holders Change
+33
Holders Change %
+7.88%
% of All Funds
6.63%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
58
Increased
160
Reduced
126
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B
2
Morgan Stanley
2
Morgan Stanley
New York
$251M
3
RJA
3
Raymond James & Associates
Florida
$37.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$333M
5
FF
5
Farrow Financial
Vermont
$9.71M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$14.3M
2
UBS Group
2
UBS Group
Switzerland
$61.6M
3
GC
3
Garde Capital
Washington
$10.3M
4
AWM
4
AE Wealth Management
Kansas
$255K
5
SWP
5
Stratos Wealth Partners
Ohio
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$1.83B 18,203,992 +10,599,032 +139%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$333M 3,308,130 +166,658 +5%
Morgan Stanley
3
Morgan Stanley
New York
$251M 2,494,898 +1,290,927 +107%
Bank of America
4
Bank of America
North Carolina
$183M 1,822,091 +53,013 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$97.7M 972,177 +17,995 +2%
Ameriprise
6
Ameriprise
Minnesota
$88.8M 882,735 +5,276 +0.6%
ST
7
Spinnaker Trust
Maine
$82.2M 817,436 +6,731 +0.8%
UBS Group
8
UBS Group
Switzerland
$61.6M 612,879 -36,044 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$56.4M 561,454 +9,207 +2%
M&T Bank
10
M&T Bank
New York
$54.6M 543,133 +3,835 +0.7%
BlackRock
11
BlackRock
New York
$48.2M 479,952 +11,634 +2%
Wells Fargo
12
Wells Fargo
California
$47.4M 471,312 -7,031 -1%
MWM
13
Mission Wealth Management
California
$43.8M 435,684 -15,217 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37.8M 376,400 -2,522 -0.7%
Deutsche Bank
15
Deutsche Bank
Germany
$37.5M 373,239 – –
RJA
16
Raymond James & Associates
Florida
$37.5M 373,185 +235,317 +171%
AA
17
Acorns Advisers
California
$35M 347,964 +8,144 +2%
LPL Financial
18
LPL Financial
California
$34.4M 342,535 +15,706 +5%
SRWM
19
Shira Ridge Wealth Management
California
$27.7M 275,109 +12,672 +5%
EI
20
Ellevest Inc
New York
$23.7M 236,058 +298 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$23M 229,305 +4,317 +2%
Betterment LLC
22
Betterment LLC
New York
$20.8M 207,256 -11,837 -5%
US Bancorp
23
US Bancorp
Minnesota
$20M 198,764 -2,581 -1%
Truist Financial
24
Truist Financial
North Carolina
$17.7M 176,570 +3,739 +2%
FEG
25
Fund Evaluation Group
Ohio
$17.6M 174,609 +2,965 +2%
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