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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
Mercer Global Advisors
Colorado
$7.06M
2
ASN
Advisory Services Network
Georgia
$8.15M
3
SA
Stewardship Advisors
Pennsylvania
$12.6M
4
GIP
Granite Investment Partners
California
$2.66M
5
Truist Financial
Truist Financial
North Carolina
$21.7M

Top Sellers

1
GM
GeoWealth Management
Illinois
$1.46K
2
ECA
Elevation Capital Advisory
Oregon
$0
3
AAS
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
Kingsview Wealth Management
Oregon
$0
5
UBS Group
UBS Group
Switzerland
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Pinnacle Associates
New York
$488K +$53K +436 +12%
BCPWM
277
Bradley & Co Private Wealth Management
Florida
$488K +$488K +4,013 New
PIM
278
Progressive Investment Management
Oregon
$486K – – –
SFG
279
SNS Financial Group
Minnesota
$483K – – –
ZAM
280
Zevin Asset Management
Massachusetts
$479K +$30.8K +253 +7%
SVWAG
281
Sound View Wealth Advisors Group
Georgia
$472K +$48.1K +396 +11%
TAM
282
Trillium Asset Management
Massachusetts
$471K -$86.4K -710 -16%
BCI
283
Brinker Capital Investments
Pennsylvania
$467K +$467K +3,840 New
OPS
284
Orion Portfolio Solutions
Nebraska
$467K +$467K +3,840 New
WWM
285
Western Wealth Management
Colorado
$467K -$65.2K -536 -12%
PAA
286
Peregrine Asset Advisers
Oregon
$458K -$39.5K -325 -8%
NSIM
287
North Star Investment Management
Illinois
$458K -$1.22K -10 -0.3%
AGA
288
Arkos Global Advisors
Texas
$451K – – –
WCG
289
Weaver Consulting Group
California
$448K – – –
BFS
290
Bradley Foster & Sargent
Connecticut
$438K – – –
UCFA
291
United Capital Financial Advisors
Texas
$434K +$434K +3,566 New
TSS
292
Two Sigma Securities
New York
$433K +$146K +1,202 +51%
KFP
293
KMG Fiduciary Partners
Ohio
$421K +$80.6K +663 +24%
HG
294
Harbor Group
New Hampshire
$420K +$11.1K +91 +3%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$420K -$16.3K -134 -4%
AFO
296
Arrowroot Family Office
California
$416K -$608 -5 -0.1%
HCM
297
Highview Capital Management
Illinois
$415K – – –
MCFP
298
Mallini Complete Financial Planning
Florida
$415K – – –
AWM
299
Affinity Wealth Management
Delaware
$414K – – –
SAM
300
Sherman Asset Management
California
$414K +$414K +3,404 New
10 11
12
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