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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 %
WFS
376
WealthGarden F.S.
California
$204K +$204K +1,815 New
OC
377
Oppenheimer & Co
New York
$202K +$202K +1,800 New
TSS
378
Two Sigma Securities
New York
$200K +$200K +1,783 New
SS
379
Sunbelt Securities
Texas
$195K -$2.25K -20 -1%
FFA
380
Founders Financial Alliance
North Carolina
$175K – – –
GWSG
381
GPS Wealth Strategies Group
Colorado
$175K +$99.9K +889 +133%
FM
382
Family Management
New York
$163K – – –
Qube Research & Technologies (QRT)
383
Qube Research & Technologies (QRT)
United Kingdom
$155K -$76.4K -680 -33%
CFD
384
Creative Financial Designs
Indiana
$141K -$10.6K -94 -7%
CIAS
385
Capital Investment Advisory Services
North Carolina
$137K +$1.24K +11 +0.9%
AIA
386
Arcadia Investment Advisors
Idaho
$127K – – –
GEA
387
Glen Eagle Advisors
New Jersey
$126K +$1.35K +12 +1%
BIA
388
Bell Investment Advisors
California
$119K -$449 -4 -0.4%
CWM
389
Cranbrook Wealth Management
Michigan
$110K -$8.2K -73 -7%
PWMG
390
Prestige Wealth Management Group
New Jersey
$98.5K -$4.05K -36 -4%
HR
391
Howe & Rusling
New York
$95.5K – – –
SSB
392
Sandy Spring Bank
Maryland
$93.3K -$899 -8 -1%
FWP
393
FAS Wealth Partners
Kansas
$90.9K +$225 +2 +0.2%
CA
394
Crewe Advisors
Utah
$88.7K – – –
BWP
395
Baldwin Wealth Partners
Massachusetts
$81.5K – – –
PA
396
Parallel Advisors
California
$78K -$2.25K -20 -3%
CTA
397
Colonial Trust Advisors
South Carolina
$73K – – –
IRC
398
Investors Research Corp
Georgia
$66.6K – – –
CMP
399
Coston McIsaac & Partners
Maine
$64K +$111 +1 +0.2%
VNA
400
Valley National Advisers
Pennsylvania
$63K – – –
14 15
16
17 18