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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 %
CAG
301
Crestwood Advisors Group
Massachusetts
$336K – – –
MIA
302
MMBG Investment Advisors
Florida
$333K -$309K -2,930 -48%
AWS
303
Atria Wealth Solutions
New York
$330K +$7.1K +65 +2%
PG
304
Prostatis Group
Maryland
$328K +$328K +3,006 New
FA
305
Fiduciary Alliance
South Carolina
$328K -$322K -2,963 -50%
OFG
306
Oxford Financial Group
Indiana
$327K – – –
OWA
307
Opal Wealth Advisors
New York
$327K +$8.08K +74 +3%
PIA
308
Panoramic Investment Advisors
Colorado
$326K +$4.04K +37 +1%
LI
309
LVZ Inc
Michigan
$324K +$9.83K +90 +3%
BFA
310
BBJS Financial Advisors
Washington
$320K -$37.2K -341 -10%
SHGA
311
Sand Hill Global Advisors
California
$319K -$20.5K -188 -6%
PFS
312
Prospera Financial Services
Texas
$318K +$55.1K +505 +21%
CFFNO
313
Common Fund For Nonprofit Organizations
Connecticut
$316K -$17.7K -162 -5%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$308K – – –
AIM
315
Acropolis Investment Management
Missouri
$300K -$24.6K -225 -8%
H
316
HoyleCohen
California
$298K – – –
KA
317
Klingman & Associates
New York
$294K – – –
GPA
318
Guerra Pan Advisors
New Jersey
$291K – – –
BP
319
Ballentine Partners
Massachusetts
$290K – – –
JWA
320
JFS Wealth Advisors
Pennsylvania
$289K – – –
MBTD
321
Mechanics Bank - Trust Department
California
$289K -$159K -1,460 -36%
AWA
322
Archvest Wealth Advisors
California
$289K – – –
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$282K – – –
PIM
324
Penobscot Investment Management
Massachusetts
$280K -$87.3K -800 -24%
CAWM
325
Capital Advisors Wealth Management
Washington
$279K -$1.64K -15 -0.6%
11 12
13
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