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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
Bank Hapoalim BM
Israel
$12.7M
2
SAG
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
Ameriprise
Minnesota
$94.1M
4
Bank of America
Bank of America
North Carolina
$169M
5
SA
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
276
Bradley Foster & Sargent
Connecticut
$405K – – –
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$403K -$24.4K -217 -6%
FPFS
278
First Personal Financial Services
North Carolina
$401K – – –
Citadel Advisors
279
Citadel Advisors
Florida
$400K -$407K -3,626 -50%
AFO
280
Arrowroot Family Office
California
$398K -$47.3K -421 -11%
HG
281
Harbor Group
New Hampshire
$388K +$449 +4 +0.1%
BFA
282
BBJS Financial Advisors
Washington
$386K +$56.9K +506 +17%
HCM
283
Highview Capital Management
Illinois
$384K -$40.7K -362 -10%
SA
284
Sanctuary Advisors
Indiana
$383K +$383K +3,639 New
AL
285
Aspiriant LLC
California
$383K +$383K +3,412 New
AWM
286
Affinity Wealth Management
Delaware
$383K – – –
WA
287
Wealth Alliance
New York
$379K -$112 -1 -0%
TWM
288
Tradition Wealth Management
Minnesota
$376K -$27.9K -248 -7%
DAS
289
Diversify Advisory Services
Utah
$373K +$373K +3,263 New
EPP
290
ETF Portfolio Partners
Kansas
$372K -$279K -2,479 -43%
HIA
291
Harbor Investment Advisory
Maryland
$371K -$5.06K -45 -1%
Empower Advisory Group
292
Empower Advisory Group
Colorado
$365K – – –
CFFNO
293
Common Fund For Nonprofit Organizations
Connecticut
$363K +$38.8K +345 +12%
HF
294
HRT Financial
New York
$359K -$340K -3,029 -49%
SF
295
SWP Financial
California
$357K +$5.73K +51 +2%
MIA
296
MMBG Investment Advisors
Florida
$355K – – –
WLIM
297
White Lighthouse Investment Management
Massachusetts
$354K – – –
Jones Financial Companies
298
Jones Financial Companies
Missouri
$354K +$135K +1,198 +61%
AWS
299
Atria Wealth Solutions
New York
$353K +$13.1K +117 +4%
PG
300
Prostatis Group
Maryland
$351K +$13.1K +117 +4%
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