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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 %
EWA
251
EP Wealth Advisors
California
$578K -$2.17K -18 -0.4%
KNW
252
Kesler Norman & Wride
Utah
$561K – – –
PBO
253
Peoples Bank (Ohio)
Ohio
$555K -$54.8K -455 -9%
HNB
254
Huntington National Bank
Ohio
$552K -$524K – –
TAM
255
Trillium Asset Management
Massachusetts
$551K – – –
PFM
256
Peak Financial Management
Massachusetts
$545K -$25.3K -210 -4%
WA
257
Waverly Advisors
Alabama
$539K -$30.1K -250 -5%
FCI
258
Financial Counselors Inc
Kansas
$529K -$481 -4 -0.1%
WWM
259
Western Wealth Management
Colorado
$527K -$10.8K -90 -2%
SFG
260
Sage Financial Group
Pennsylvania
$523K +$722 +6 +0.1%
NB
261
NBT Bank
New York
$520K -$963 -8 -0.2%
PCFFS
262
Pacific Center for Financial Services
California
$519K +$602 +5 +0.1%
AM
263
AGF Management
Ontario, Canada
$518K – – –
JIC
264
Johnson Investment Counsel
Ohio
$517K +$19.9K +165 +4%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$509K -$75.2K -625 -13%
PAA
266
Peregrine Asset Advisers
Oregon
$493K – – –
PIM
267
Progressive Investment Management
Oregon
$481K – – –
WCF
268
West Coast Financial
California
$481K – – –
SFG
269
SNS Financial Group
Minnesota
$478K -$22.8K -189 -5%
BC
270
Brio Consultants
California
$455K +$94.1K +782 +26%
NSIM
271
North Star Investment Management
Illinois
$455K – – –
AGA
272
Arkos Global Advisors
Texas
$446K – – –
WCG
273
Weaver Consulting Group
California
$443K – – –
ZAM
274
Zevin Asset Management
Massachusetts
$443K – – –
GRP
275
Global Retirement Partners
California
$442K +$1.2K +10 +0.3%
9 10
11
12 13