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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
+$6.91M
2
MWM
Mission Wealth Management
California
+$4.67M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.58M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.57M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.51M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$184M
3
Morgan Stanley
Morgan Stanley
New York
-$142M
4
Bank of America
Bank of America
North Carolina
-$31.2M
5
RJA
Raymond James & Associates
Florida
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Peak Financial Management
Massachusetts
$516K +$11.6K +106 +2%
KNW
252
Kesler Norman & Wride
Utah
$509K – – –
TAM
253
Trillium Asset Management
Massachusetts
$500K +$47.1K +431 +10%
FCI
254
Financial Counselors Inc
Kansas
$493K +$2.62K +24 +0.5%
CCFM
255
Clear Creek Financial Management
Washington
$474K -$346K -3,169 -42%
SFG
256
Sage Financial Group
Pennsylvania
$474K +$546 +5 +0.1%
PCFFS
257
Pacific Center for Financial Services
California
$470K +$328 +3 +0.1%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$459K +$150K +1,371 +48%
SFG
259
SNS Financial Group
Minnesota
$454K -$24.9K -228 -5%
JIC
260
Johnson Investment Counsel
Ohio
$451K – – –
PHIC
261
Pine Haven Investment Counsel
Massachusetts
$451K +$36.2K +332 +9%
PAA
262
Peregrine Asset Advisers
Oregon
$447K – – –
PIM
263
Progressive Investment Management
Oregon
$437K – – –
WCF
264
West Coast Financial
California
$437K -$5.46K -50 -1%
AFO
265
Arrowroot Family Office
California
$433K -$79.5K -728 -16%
WA
266
Win Advisors
Florida
$419K +$419K +3,834 New
PFA
267
Pathway Financial Advisors
Vermont
$418K -$3.17K -29 -0.8%
FCG
268
Fielder Capital Group
Tennessee
$416K -$298K -2,732 -42%
Envestnet Portfolio Solutions
269
Envestnet Portfolio Solutions
Illinois
$415K +$9.83K +90 +2%
AGA
270
Arkos Global Advisors
Texas
$414K -$17.2K -157 -4%
NSIM
271
North Star Investment Management
Illinois
$413K – – –
HCM
272
Highview Capital Management
Illinois
$412K – – –
ML
273
McAdam LLC
Pennsylvania
$411K +$36.8K +337 +10%
ZAM
274
Zevin Asset Management
Massachusetts
$402K – – –
WCG
275
Weaver Consulting Group
California
$402K – – –
9 10
11
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