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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
Bank Hapoalim BM
Israel
$12.7M
2
SAG
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
Ameriprise
Minnesota
$94.1M
4
Bank of America
Bank of America
North Carolina
$169M
5
SA
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
AllSquare Wealth Management
New York
$248K – – –
ATC
352
Adirondack Trust Company
New York
$247K +$16.3K +145 +7%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$245K +$29K +258 +13%
LIM
354
Leavell Investment Management
Alabama
$242K – – –
BIG
355
Boothe Investment Group
Delaware
$240K +$240K +2,140 New
MAC
356
Mason & Associates (California)
California
$239K – – –
KFP
357
KMG Fiduciary Partners
Ohio
$236K – – –
GI
358
GLOBALT Investments
Georgia
$234K -$1.12K -10 -0.5%
HI
359
Hudock Inc
Pennsylvania
$233K +$112 +1 +0%
IWP
360
IAG Wealth Partners
Wisconsin
$232K +$17.3K +154 +8%
CA
361
Cornerstone Advisory
Maryland
$226K – – –
TW
362
Traveka Wealth
California
$225K – – –
MFG
363
Magnus Financial Group
New York
$223K +$562 +5 +0.3%
WIA
364
World Investment Advisors
California
$222K +$222K +1,975 New
ES
365
Eagle Strategies
New York
$219K +$219K +1,949 New
SC
366
Savant Capital
Illinois
$218K -$112 -1 -0.1%
PAI
367
Pittenger & Anderson Inc
Nebraska
$218K +$9.55K +85 +5%
HPM
368
Hoxton Planning & Management
West Virginia
$218K – – –
FCG
369
Fielder Capital Group
Tennessee
$217K -$211K -1,881 -49%
MCM
370
Mill Capital Management
North Carolina
$214K – – –
GWM
371
Geneos Wealth Management
Colorado
$211K +$1.12K +10 +0.5%
SWM
372
Spire Wealth Management
Virginia
$207K -$16.9K -150 -8%
FI
373
Financial Insights
Washington
$207K – – –
RWM
374
Refined Wealth Management
Utah
$206K – – –
BSSFA
375
Baron Silver Stevens Financial Advisors
Florida
$205K -$13.5K -120 -6%
13 14
15
16 17