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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
$7.68M
2
MWM
Mission Wealth Management
California
$52.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$111M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
Bank of America
Bank of America
North Carolina
$168M
5
RJA
Raymond James & Associates
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
376
Pittenger & Anderson Inc
Nebraska
$203K +$51.9K +475 +34%
P
377
&Partners
Tennessee
$201K +$201K +1,840 New
FI
378
Financial Insights
Washington
$201K +$201K +1,840 New
RWM
379
Refined Wealth Management
Utah
$200K +$200K +1,833 New
BCPWM
380
Bradley & Co Private Wealth Management
Florida
$197K – – –
SS
381
Sunbelt Securities
Texas
$192K -$6.44K -59 -3%
FFA
382
Founders Financial Alliance
North Carolina
$170K +$170K +1,560 New
FM
383
Family Management
New York
$158K – – –
CFD
384
Creative Financial Designs
Indiana
$148K -$47.4K -434 -24%
CIAS
385
Capital Investment Advisory Services
North Carolina
$132K +$1.42K +13 +1%
AIA
386
Arcadia Investment Advisors
Idaho
$123K – – –
GEA
387
Glen Eagle Advisors
New Jersey
$121K +$2.4K +22 +2%
BIA
388
Bell Investment Advisors
California
$116K -$17.4K -159 -13%
CWM
389
Cranbrook Wealth Management
Michigan
$115K +$109 +1 +0.1%
RG
390
Retirement Group
California
$114K +$218 +2 +0.2%
FFA
391
Farther Finance Advisors
California
$112K +$23.4K +215 +27%
PWMG
392
Prestige Wealth Management Group
New Jersey
$99.7K -$16.7K -153 -14%
HR
393
Howe & Rusling
New York
$92.8K – – –
SSB
394
Sandy Spring Bank
Maryland
$91.5K – – –
FWP
395
FAS Wealth Partners
Kansas
$88.1K +$327 +3 +0.4%
CA
396
Crewe Advisors
Utah
$86.1K -$2.4K -22 -3%
BWP
397
Baldwin Wealth Partners
Massachusetts
$79.1K – – –
PA
398
Parallel Advisors
California
$77.9K +$2.18K +20 +3%
CWP
399
Concord Wealth Partners
Virginia
$76.4K +$76.4K +700 New
GWSG
400
GPS Wealth Strategies Group
Colorado
$73.1K – – –
14 15
16
17 18