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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 %
FPW
326
Flagship Private Wealth
Massachusetts
$279K +$3.49K +32 +1%
LA
327
LexAurum Advisors
Kansas
$278K +$11.7K +107 +4%
HWA
328
HCR Wealth Advisors
California
$276K – – –
BC
329
Brio Consultants
California
$276K +$327 +3 +0.1%
CPA
330
Capital Performance Advisors
California
$276K – – –
TFS
331
Thoroughbred Financial Services
Tennessee
$275K – – –
BWM
332
Bulltick Wealth Management
Florida
$273K -$6.55K -60 -2%
DWM
333
Dakota Wealth Management
Florida
$271K +$546 +5 +0.2%
LP
334
LGL Partners
Pennsylvania
$268K +$764 +7 +0.3%
DWT
335
Dorsey & Whitney Trust
South Dakota
$268K – – –
FFN
336
Focus Financial Network
Minnesota
$266K -$34.7K -337 -12%
Millennium Management
337
Millennium Management
New York
$266K +$266K +2,434 New
VHAM
338
Van Hulzen Asset Management
California
$264K – – –
CW
339
CreativeOne Wealth
Kansas
$259K +$259K +2,369 New
GBT
340
Grove Bank & Trust
Florida
$254K – – –
KLI
341
Kelman-Lazarov Inc
Tennessee
$254K -$5.46K -50 -2%
DT
342
Diversified Trust
Tennessee
$254K -$57.3K -525 -18%
DAS
343
Dynamic Advisor Solutions
Arizona
$251K +$251K +2,301 New
S
344
SignatureFD
Georgia
$249K – – –
D
345
Diversified
Delaware
$249K -$12.8K -117 -5%
HA
346
Harfst & Associates
Wyoming
$247K – – –
PFP
347
Pinnacle Financial Partners
Tennessee
$243K – – –
PWMG
348
Private Wealth Management Group
New Jersey
$241K -$5.35K -49 -2%
AWM
349
AllSquare Wealth Management
New York
$241K – – –
Bank of New York Mellon
350
Bank of New York Mellon
New York
$237K -$1.31K -12 -0.5%
12 13
14
15 16