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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 %
MF
251
Meridian Financial
Massachusetts
$610K -$54.7K -450 -8%
GL
252
Graypoint LLC
New York
$609K +$122 +1 +0%
RWM
253
Riverbend Wealth Management
South Carolina
$608K +$608K +5,000 New
EWA
254
EP Wealth Advisors
California
$608K +$23.8K +196 +4%
Brown Advisory
255
Brown Advisory
Maryland
$608K – – –
TCM
256
TruNorth Capital Management
Michigan
$600K – – –
MGWM
257
Marks Group Wealth Management
Minnesota
$593K – – –
WCM
258
WealthBridge Capital Management
Ohio
$592K -$134K -1,099 -18%
GVCM
259
Global View Capital Management
Wisconsin
$568K +$568K +4,680 New
KNW
260
Kesler Norman & Wride
Utah
$567K – – –
ML
261
McAdam LLC
Pennsylvania
$560K -$24.2K -199 -4%
PFM
262
Peak Financial Management
Massachusetts
$551K – – –
AM
263
AGF Management
Ontario, Canada
$547K +$24.3K +200 +5%
PI
264
PFG Investments
New York
$535K -$106K -868 -16%
CFA
265
CWS Financial Advisors
Michigan
$534K -$65.2K -536 -11%
SFG
266
Sage Financial Group
Pennsylvania
$529K +$486 +4 +0.1%
MFA
267
McClarren Financial Advisors
Pennsylvania
$528K -$13K -107 -2%
PCFFS
268
Pacific Center for Financial Services
California
$525K +$365 +3 +0.1%
JIC
269
Johnson Investment Counsel
Ohio
$523K – – –
BC
270
Brio Consultants
California
$515K +$55.2K +454 +12%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$514K – – –
MBTD
272
Mechanics Bank - Trust Department
California
$513K +$182K +1,500 +55%
AWS
273
Atria Wealth Solutions
New York
$512K +$136K +1,120 +36%
NB
274
NBT Bank
New York
$504K -$21.3K -175 -4%
OFG
275
Opulen Financial Group
Virginia
$492K +$492K +4,050 New
9 10
11
12 13