SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$12.7M
2
SAG
2
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
4
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
2
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
3
Ameriprise
Minnesota
$94.1M
4
Bank of America
4
Bank of America
North Carolina
$169M
5
SA
5
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
226
Meridian Financial
Massachusetts
$614K -$22.5K -200 -4%
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$611K -$44.4K -395 -7%
SDJVC
228
St. Denis J. Villere & Co
Louisiana
$608K -$135K -1,200 -18%
WWM
229
WJ Wealth Management
Arizona
$607K – – –
MFC
230
Morris Financial Concepts
South Carolina
$604K +$45.5K +405 +8%
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$603K -$2.36K -21 -0.4%
FCAS
232
First Command Advisory Services
Texas
$599K +$55.1K +490 +10%
PI
233
PFG Investments
New York
$597K -$77.1K -686 -11%
Fidelity Investments
234
Fidelity Investments
Massachusetts
$595K +$123K +1,091 +26%
SWA
235
Stratos Wealth Advisors
Ohio
$584K – – –
SWM
236
Silverlake Wealth Management
Vermont
$579K +$579K +5,156 New
MFG
237
Merit Financial Group
Georgia
$579K -$202K -1,800 -26%
PBO
238
Peoples Bank (Ohio)
Ohio
$569K -$42.1K -375 -7%
TWM
239
TriaGen Wealth Management
California
$568K – – –
GL
240
Graypoint LLC
New York
$563K +$112 +1 +0%
CFA
241
CWS Financial Advisors
Michigan
$561K +$562 +5 +0.1%
TCM
242
TruNorth Capital Management
Michigan
$554K – – –
MGWM
243
Marks Group Wealth Management
Minnesota
$548K – – –
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$545K -$16.9K -150 -3%
EWA
245
EP Wealth Advisors
California
$542K -$1.8K -16 -0.3%
NL
246
NEPC LLC
Massachusetts
$537K -$18.2K -162 -3%
PFM
247
Peak Financial Management
Massachusetts
$533K +$1.12K +10 +0.2%
WA
248
Waverly Advisors
Alabama
$532K +$532K +4,730 New
KNW
249
Kesler Norman & Wride
Utah
$524K – – –
HNB
250
Huntington National Bank
Ohio
$524K -$612K – –
8 9
10
11 12