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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 %
TAM
251
Trillium Asset Management
Massachusetts
$515K – – –
WWM
252
Western Wealth Management
Colorado
$502K -$101K -897 -17%
FCI
253
Financial Counselors Inc
Kansas
$494K -$13.8K -123 -3%
FPF
254
First Pacific Financial
Washington
$493K -$40.5K -360 -8%
SFG
255
Sage Financial Group
Pennsylvania
$488K +$337 +3 +0.1%
NB
256
NBT Bank
New York
$486K -$117K -1,045 -19%
PCFFS
257
Pacific Center for Financial Services
California
$484K +$337 +3 +0.1%
AM
258
AGF Management
Ontario, Canada
$483K -$67.4K -600 -12%
SFG
259
SNS Financial Group
Minnesota
$467K – – –
JIC
260
Johnson Investment Counsel
Ohio
$465K – – –
PAA
261
Peregrine Asset Advisers
Oregon
$460K – – –
FCBT
262
First Citizens Bank & Trust
North Carolina
$459K +$459K +4,087 New
PIM
263
Progressive Investment Management
Oregon
$449K – – –
WCF
264
West Coast Financial
California
$449K – – –
ML
265
McAdam LLC
Pennsylvania
$444K +$21.1K +188 +5%
PHIC
266
Pine Haven Investment Counsel
Massachusetts
$442K -$22.5K -200 -5%
PA
267
Pinnacle Associates
New York
$428K +$18.9K +168 +5%
BCPWM
268
Bradley & Co Private Wealth Management
Florida
$426K +$224K +1,995 +111%
NSIM
269
North Star Investment Management
Illinois
$425K – – –
AGA
270
Arkos Global Advisors
Texas
$416K -$9.32K -83 -2%
ZAM
271
Zevin Asset Management
Massachusetts
$414K – – –
WCG
272
Weaver Consulting Group
California
$414K – – –
GCP
273
GSA Capital Partners
United Kingdom
$412K +$59K +525 +17%
GRP
274
Global Retirement Partners
California
$412K +$23.8K +212 +6%
PA
275
PFG Advisors
Arizona
$410K -$562 -5 -0.1%
9 10
11
12 13