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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

476 hedge funds and large institutions have $2.26B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
6.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
49
Increased
123
Reduced
195
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$7.06M
2
ASN
2
Advisory Services Network
Georgia
$8.15M
3
SA
3
Stewardship Advisors
Pennsylvania
$12.6M
4
GIP
4
Granite Investment Partners
California
$2.66M
5
Truist Financial
5
Truist Financial
North Carolina
$21.7M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.46K
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
UBS Group
5
UBS Group
Switzerland
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$702K +$30.2K +248 +4%
GT
227
Glenmede Trust
Pennsylvania
$696K -$105K -862 -13%
SWM
228
Silverlake Wealth Management
Vermont
$693K -$8.63K -71 -1%
Comerica Bank
229
Comerica Bank
Texas
$681K -$76.5K -629 -10%
PPA
230
Pilgrim Partners Asia
Singapore
$681K +$681K +5,600 New
BJL
231
Brighton Jones LLC
Washington
$678K +$678K +5,578 New
KDA
232
Kraft Davis & Associates
Missouri
$677K +$23.1K +187 +4%
TCOV
233
Trust Company of Vermont
Vermont
$674K +$851 +7 +0.1%
WDL
234
Well Done LLC
Michigan
$669K – – –
MWM
235
Modera Wealth Management
New Jersey
$663K +$12.2K +100 +2%
Vontobel Holding
236
Vontobel Holding
Switzerland
$663K +$663K +5,455 New
SDJVC
237
St. Denis J. Villere & Co
Louisiana
$658K – – –
WWM
238
WJ Wealth Management
Arizona
$657K – – –
MCM
239
MAI Capital Management
Ohio
$652K -$29.9K -246 -4%
WCFA
240
Walkner Condon Financial Advisors
Wisconsin
$650K -$851 -7 -0.1%
WFA
241
West Financial Advisors
Iowa
$642K +$17.4K +143 +3%
BB
242
Bell Bank
North Dakota
$635K -$6.32K -52 -1%
WA
243
Waverly Advisors
Alabama
$633K +$88K +724 +16%
PMG
244
ProVise Management Group
Florida
$631K -$5.72K -47 -0.9%
FCAS
245
First Command Advisory Services
Texas
$630K -$13.4K -110 -2%
TWM
246
TriaGen Wealth Management
California
$630K – – –
MFC
247
Morris Financial Concepts
South Carolina
$625K +$15.7K +129 +3%
GRP
248
Global Retirement Partners
California
$625K +$178K +1,465 +40%
SPC
249
Sigma Planning Corp
Michigan
$620K +$851 +7 +0.1%
MFG
250
Merit Financial Group
Georgia
$615K +$22.1K +182 +4%
8 9
10
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