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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

457 hedge funds and large institutions have $2.22B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
32
Increased
115
Reduced
168
Closed
19
Calls
$12K
Puts
$12K
Net Calls
–
Net Calls Change
-$22K

Top Buyers

1
WIA
1
World Investment Advisors
California
$23.7M
2
GM
2
GeoWealth Management
Illinois
$8.78M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
4
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
2
Spinnaker Trust
Maine
$75.7M
3
FEG
3
Fund Evaluation Group
Ohio
$18.5M
4
DADC
4
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
226
SK Wealth Management
Rhode Island
$660K +$660K +5,351 New
MF
227
Meridian Financial
Massachusetts
$658K – – –
SDJVC
228
St. Denis J. Villere & Co
Louisiana
$651K – – –
WWM
229
WJ Wealth Management
Arizona
$650K – – –
Fidelity Investments
230
Fidelity Investments
Massachusetts
$649K +$11.1K +92 +2%
WCFA
231
Walkner Condon Financial Advisors
Wisconsin
$645K -$1.44K -12 -0.2%
MWM
232
Modera Wealth Management
New Jersey
$645K -$76.3K -634 -11%
FCAS
233
First Command Advisory Services
Texas
$637K -$4.57K -38 -0.7%
BB
234
Bell Bank
North Dakota
$634K -$41.2K -342 -6%
PI
235
PFG Investments
New York
$634K -$5.66K -47 -0.9%
SWA
236
Stratos Wealth Advisors
Ohio
$632K +$6.38K +53 +1%
PMG
237
ProVise Management Group
Florida
$630K -$60.9K -506 -9%
KDA
238
Kraft Davis & Associates
Missouri
$626K -$29.5K -249 -5%
TWM
239
TriaGen Wealth Management
California
$623K +$14.8K +123 +2%
WFA
240
West Financial Advisors
Iowa
$619K -$48.6K -404 -7%
SPC
241
Sigma Planning Corp
Michigan
$613K -$56.6K -470 -8%
MFC
242
Morris Financial Concepts
South Carolina
$604K -$43.6K -362 -7%
GL
243
Graypoint LLC
New York
$603K – – –
Brown Advisory
244
Brown Advisory
Maryland
$602K +$602K +4,998 New
NL
245
NEPC LLC
Massachusetts
$596K +$20.5K +170 +4%
TCM
246
TruNorth Capital Management
Michigan
$594K – – –
CFA
247
CWS Financial Advisors
Michigan
$594K -$6.86K -57 -1%
MGWM
248
Marks Group Wealth Management
Minnesota
$587K – – –
MFG
249
Merit Financial Group
Georgia
$587K -$33.7K -280 -5%
ML
250
McAdam LLC
Pennsylvania
$578K +$102K +851 +22%
8 9
10
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