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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
$23.7M
2
GM
GeoWealth Management
Illinois
$8.78M
3
ECA
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
Spinnaker Trust
Maine
$75.7M
3
FEG
Fund Evaluation Group
Ohio
$18.5M
4
DADC
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
351
GLOBALT Investments
Georgia
$259K +$8.55K +71 +3%
LIM
352
Leavell Investment Management
Alabama
$259K – – –
HI
353
Hudock Inc
Pennsylvania
$249K +$120 +1 +0%
PIM
354
Penobscot Investment Management
Massachusetts
$247K -$61.4K -510 -20%
MAC
355
Mason & Associates (California)
California
$243K -$13.2K -110 -5%
CA
356
Cornerstone Advisory
Maryland
$243K +$843 +7 +0.3%
TW
357
Traveka Wealth
California
$241K – – –
MFG
358
Magnus Financial Group
New York
$240K +$843 +7 +0.4%
IWP
359
IAG Wealth Partners
Wisconsin
$236K -$12.6K -105 -5%
AWA
360
Arete Wealth Advisors
Illinois
$235K -$40.3K -337 -15%
SC
361
Savant Capital
Illinois
$234K -$120 -1 -0.1%
PAI
362
Pittenger & Anderson Inc
Nebraska
$234K – – –
FCG
363
Fielder Capital Group
Tennessee
$232K – – –
CW
364
CreativeOne Wealth
Kansas
$231K +$231K +1,918 New
IWM
365
IHT Wealth Management
Illinois
$230K +$230K +1,918 New
ES
366
Eagle Strategies
New York
$230K -$4.33K -36 -2%
DAS
367
Dynamic Advisor Solutions
Arizona
$229K -$48.4K -402 -17%
MCM
368
Mill Capital Management
North Carolina
$229K – – –
GWM
369
Geneos Wealth Management
Colorado
$226K – – –
TFS
370
Thoroughbred Financial Services
Tennessee
$225K -$52.4K -436 -19%
SWM
371
Spire Wealth Management
Virginia
$222K – – –
FI
372
Financial Insights
Washington
$221K – – –
RWM
373
Refined Wealth Management
Utah
$221K – – –
BSSFA
374
Baron Silver Stevens Financial Advisors
Florida
$219K – – –
WFS
375
WealthGarden F.S.
California
$218K – – –
13 14
15
16 17