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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 %
CFFNO
301
Common Fund For Nonprofit Organizations
Connecticut
$406K +$11.6K +95 +3%
FHA
302
Flagship Harbor Advisors
Massachusetts
$406K +$5.23K +43 +1%
HIA
303
Harbor Investment Advisory
Maryland
$401K – – –
PHIC
304
Pine Haven Investment Counsel
Massachusetts
$399K -$33.4K -275 -8%
Empower Advisory Group
305
Empower Advisory Group
Colorado
$395K – – –
WA
306
Wealth Alliance
New York
$394K -$5.84K -48 -1%
DAS
307
Diversify Advisory Services
Utah
$381K -$13.6K -113 -3%
FWCM
308
Ferguson Wellman Capital Management
Oregon
$374K -$1.22K -10 -0.3%
TW
309
Transform Wealth
Colorado
$371K – – –
SHGA
310
Sand Hill Global Advisors
California
$369K – – –
MFS
311
McNamara Financial Services
Massachusetts
$369K -$6.2K -51 -2%
WLIM
312
White Lighthouse Investment Management
Massachusetts
$366K -$17.3K -142 -5%
OFG
313
Oxford Financial Group
Indiana
$365K – – –
LI
314
LVZ Inc
Michigan
$361K – – –
PWMAG
315
Pinnacle Wealth Management Advisory Group
New Jersey
$359K +$24.7K +203 +7%
NI
316
Natural Investments
California
$358K +$358K +2,950 New
BFS
317
BridgePort Financial Solutions
Iowa
$354K +$354K +2,941 New
SG
318
Stanich Group
New York
$354K +$354K +2,908 New
FFW
319
Fusion Family Wealth
New York
$351K -$27.6K -227 -7%
FCIM
320
Fairview Capital Investment Management
California
$349K -$24.3K -200 -7%
TWM
321
Tradition Wealth Management
Minnesota
$348K -$55.2K -454 -14%
Goldman Sachs
322
Goldman Sachs
New York
$345K -$32.2K -265 -9%
AO
323
Advisor OS
Illinois
$339K -$34.9K -287 -9%
SF
324
SWP Financial
California
$339K -$47.9K -394 -12%
BHWM
325
Bar Harbor Wealth Management
New Hampshire
$338K +$11.4K +94 +4%
11 12
13
14 15