SUSA icon

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 %
PA
276
PFG Advisors
Arizona
$399K – – –
FCIM
277
Fairview Capital Investment Management
California
$398K -$13.6K -125 -3%
PA
278
Pinnacle Associates
New York
$397K +$6.77K +62 +2%
TRCT
279
Tower Research Capital (TRC)
New York
$397K +$262K +2,398 +194%
MFS
280
McNamara Financial Services
Massachusetts
$393K -$2.51K -23 -0.6%
BFS
281
Bradley Foster & Sargent
Connecticut
$393K – – –
TWM
282
Tradition Wealth Management
Minnesota
$392K -$30.6K -280 -7%
FPFS
283
First Personal Financial Services
North Carolina
$389K -$15.3K -140 -4%
FHA
284
Flagship Harbor Advisors
Massachusetts
$386K -$4.15K -38 -1%
GRP
285
Global Retirement Partners
California
$377K +$764 +7 +0.2%
HG
286
Harbor Group
New Hampshire
$377K +$327 +3 +0.1%
AWM
287
Affinity Wealth Management
Delaware
$372K – – –
WA
288
Wealth Alliance
New York
$369K -$328 -3 -0.1%
HIA
289
Harbor Investment Advisory
Maryland
$365K – – –
WSTAM
290
Wilbanks Smith & Thomas Asset Management
Virginia
$361K +$361K +3,303 New
AO
291
Advisor OS
Illinois
$356K -$17.5K -160 -5%
TW
292
Transform Wealth
Colorado
$356K +$356K +3,258 New
Empower Advisory Group
293
Empower Advisory Group
Colorado
$355K -$764 -7 -0.2%
MA
294
MJP Associates
Connecticut
$352K -$17.5K -160 -5%
WLIM
295
White Lighthouse Investment Management
Massachusetts
$344K -$20.3K -186 -6%
FA
296
Flagstar Advisors
New York
$343K +$983 +9 +0.3%
GCP
297
GSA Capital Partners
United Kingdom
$343K -$41.9K -384 -11%
FWCM
298
Ferguson Wellman Capital Management
Oregon
$343K -$6K -55 -2%
SF
299
SWP Financial
California
$341K +$24.9K +228 +8%
FFW
300
Fusion Family Wealth
New York
$340K – – –
10 11
12
13 14