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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.

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

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
Bank of America
Bank of America
North Carolina
$168M
5
RJA
Raymond James & Associates
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
226
Meridian Financial
Massachusetts
$619K -$49.1K -450 -7%
HNB
227
Huntington National Bank
Ohio
$612K -$752K – –
WDL
228
Well Done LLC
Michigan
$603K -$218 -2 -0%
KDA
229
Kraft Davis & Associates
Missouri
$598K – – –
PBO
230
Peoples Bank (Ohio)
Ohio
$594K -$5.02K -46 -0.8%
WWM
231
WJ Wealth Management
Arizona
$590K – – –
BJL
232
Brighton Jones LLC
Washington
$589K -$40K -366 -6%
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$588K -$3.49K -32 -0.6%
NB
234
NBT Bank
New York
$587K – – –
WWM
235
Western Wealth Management
Colorado
$585K -$5.68K -52 -1%
GWM
236
Grand Wealth Management
Michigan
$581K – – –
SWA
237
Stratos Wealth Advisors
Ohio
$567K +$567K +5,198 New
WFA
238
West Financial Advisors
Iowa
$567K – – –
TWM
239
TriaGen Wealth Management
California
$552K -$1.64K -15 -0.3%
GL
240
Graypoint LLC
New York
$547K -$328 -3 -0.1%
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$546K -$175K -1,600 -24%
CFA
242
CWS Financial Advisors
Michigan
$544K +$983 +9 +0.2%
MFC
243
Morris Financial Concepts
South Carolina
$543K +$116K +1,058 +27%
NL
244
NEPC LLC
Massachusetts
$540K +$28.5K +261 +6%
TCM
245
TruNorth Capital Management
Michigan
$539K +$539K +4,935 New
AM
246
AGF Management
Ontario, Canada
$535K -$10.9K -100 -2%
MGWM
247
Marks Group Wealth Management
Minnesota
$533K – – –
FCAS
248
First Command Advisory Services
Texas
$528K -$44.8K -410 -8%
EWA
249
EP Wealth Advisors
California
$528K -$102K -938 -16%
FPF
250
First Pacific Financial
Washington
$518K -$29K -266 -5%
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