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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

457 hedge funds and large institutions have $2.22B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
32
Increased
115
Reduced
168
Closed
19
Calls
$12K
Puts
$12K
Net Calls
–
Net Calls Change
-$22K

Top Buyers

1
WIA
World Investment Advisors
California
+$23.5M
2
GM
GeoWealth Management
Illinois
+$8.78M
3
ECA
Elevation Capital Advisory
Oregon
+$8.53M
4
AAS
Ameritas Advisory Services
Nebraska
+$4.68M
5
HWA
Hilltop Wealth Advisors
North Carolina
+$3.43M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$28M
2
ST
Spinnaker Trust
Maine
-$8.63M
3
FEG
Fund Evaluation Group
Ohio
-$5.44M
4
DADC
D.A. Davidson & Co
Montana
-$4.86M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWIG
326
Strategic Wealth Investment Group
Kentucky
$302K – – –
CP
327
Creekside Partners
California
$301K +$1.08K +9 +0.4%
DWM
328
Dakota Wealth Management
Florida
$300K +$842 +7 +0.3%
Citadel Advisors
329
Citadel Advisors
Florida
$298K -$131K -1,086 -31%
LP
330
LGL Partners
Pennsylvania
$298K +$1.08K +9 +0.4%
DWT
331
Dorsey & Whitney Trust
South Dakota
$295K – – –
CCFM
332
Clear Creek Financial Management
Washington
$285K – – –
TSS
333
Two Sigma Securities
New York
$284K +$69.5K +577 +32%
PIA
334
Panoramic Investment Advisors
Colorado
$283K +$283K +2,351 New
ATC
335
Adirondack Trust Company
New York
$282K +$18.1K +150 +7%
BIG
336
Boothe Investment Group
Delaware
$281K +$23K +191 +9%
GBT
337
Grove Bank & Trust
Florida
$280K – – –
VHAM
338
Van Hulzen Asset Management
California
$280K -$7.82K -65 -3%
DT
339
Diversified Trust
Tennessee
$280K – – –
FCG
340
Financial Connections Group
California
$278K – – –
CIA
341
Concurrent Investment Advisors
Florida
$277K -$6.86K -57 -2%
S
342
SignatureFD
Georgia
$274K – – –
CAWM
343
Capital Advisors Wealth Management
Washington
$272K +$602 +5 +0.2%
HA
344
Harfst & Associates
Wyoming
$270K -$3.01K -25 -1%
AWA
345
Arkadios Wealth Advisors
Georgia
$269K – – –
PFP
346
Pinnacle Financial Partners
Tennessee
$268K – – –
AWM
347
AllSquare Wealth Management
New York
$266K – – –
KSB
348
Kennebec Savings Bank
Maine
$265K +$265K +2,198 New
Neuberger Berman Group
349
Neuberger Berman Group
New York
$261K -$42K -349 -14%
PWMG
350
Private Wealth Management Group
New Jersey
$260K -$6.5K -54 -2%
12 13
14
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