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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

Holders
452
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
1
Steward Partners Investment Advisory
New York
$7.68M
2
MWM
2
Mission Wealth Management
California
$52.2M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.98M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$65.9M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$111M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
3
Morgan Stanley
New York
$130M
4
Bank of America
4
Bank of America
North Carolina
$168M
5
RJA
5
Raymond James & Associates
Florida
$11.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$177M 1,623,303 -1,684,827 -51%
Bank of America
2
Bank of America
North Carolina
$168M 1,535,857 -286,234 -16%
Morgan Stanley
3
Morgan Stanley
New York
$130M 1,190,349 -1,304,549 -52%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$111M 1,013,458 +41,281 +4%
Ameriprise
5
Ameriprise
Minnesota
$95.6M 874,608 -8,127 -0.9%
ST
6
Spinnaker Trust
Maine
$88.3M 808,686 -8,750 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$65.9M 603,273 +41,819 +7%
UBS Group
8
UBS Group
Switzerland
$65.4M 598,650 -14,229 -2%
M&T Bank
9
M&T Bank
New York
$56.5M 517,636 -25,497 -5%
MWM
10
Mission Wealth Management
California
$52.2M 478,482 +42,798 +10%
BlackRock
11
BlackRock
New York
$49.3M 451,521 -28,431 -6%
Wells Fargo
12
Wells Fargo
California
$45.9M 420,648 -50,664 -11%
Deutsche Bank
13
Deutsche Bank
Germany
$41.8M 383,249 +10,010 +3%
AA
14
Acorns Advisers
California
$38.8M 355,817 +7,853 +2%
LPL Financial
15
LPL Financial
California
$35.9M 328,960 -13,575 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$32.8M 300,895 -75,505 -20%
SRWM
17
Shira Ridge Wealth Management
California
$30M 274,547 -562 -0.2%
EI
18
Ellevest Inc
New York
$25.5M 233,459 -2,599 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23.7M 217,104 -12,201 -5%
US Bancorp
20
US Bancorp
Minnesota
$22.6M 206,961 +8,197 +4%
FEG
21
Fund Evaluation Group
Ohio
$22.2M 203,417 +28,808 +16%
Betterment LLC
22
Betterment LLC
New York
$21.8M 199,525 -7,731 -4%
Truist Financial
23
Truist Financial
North Carolina
$19.8M 181,236 +4,666 +3%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$15.4M 140,840 +2,344 +2%
Osaic Holdings
25
Osaic Holdings
Arizona
$15.2M 139,159 -3,234 -2%
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