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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 %
CIA
351
Concurrent Investment Advisors
Florida
$273K -$7.05K -58 -3%
AWA
352
Arkadios Wealth Advisors
Georgia
$272K – – –
CAWM
353
Capital Advisors Wealth Management
Washington
$272K -$2.68K -22 -1%
PFP
354
Pinnacle Financial Partners
Tennessee
$271K – – –
Neuberger Berman Group
355
Neuberger Berman Group
New York
$270K +$6.81K +56 +3%
AWM
356
AllSquare Wealth Management
New York
$269K – – –
KSB
357
Kennebec Savings Bank
Maine
$266K – – –
AWP
358
Axis Wealth Partners
Rhode Island
$262K +$262K +2,151 New
LIM
359
Leavell Investment Management
Alabama
$261K – – –
FCG
360
Financial Connections Group
California
$259K -$21.9K -180 -8%
JWA
361
JFS Wealth Advisors
Pennsylvania
$259K -$63.5K -522 -20%
PWMG
362
Private Wealth Management Group
New Jersey
$259K -$3.65K -30 -1%
HA
363
Harfst & Associates
Wyoming
$257K -$15.2K -125 -6%
CCFM
364
Clear Creek Financial Management
Washington
$254K -$33.6K -276 -12%
CA
365
Cornerstone Advisory
Maryland
$253K +$874 +7 +0.3%
FFC
366
Frederick Financial Consultants
Maryland
$252K +$252K +2,074 New
HI
367
Hudock Inc
Pennsylvania
$252K +$122 +1 +0%
PIM
368
Penobscot Investment Management
Massachusetts
$250K – – –
ATPW
369
Ashton Thomas Private Wealth
Arizona
$247K +$247K +2,034 New
MAC
370
Mason & Associates (California)
California
$246K – – –
MFG
371
Magnus Financial Group
New York
$243K +$730 +6 +0.3%
TW
372
Traveka Wealth
California
$243K – – –
WTFG
373
Wood Tarver Financial Group
Idaho
$241K +$241K +1,989 New
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$240K -$729K -5,999 -75%
DAS
375
Dynamic Advisor Solutions
Arizona
$238K +$6.81K +56 +3%
13 14
15
16 17