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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 %
LA
376
LexAurum Advisors
Kansas
$218K -$88.7K -737 -29%
OC
377
Oppenheimer & Co
New York
$217K – – –
Mirae Asset Global Investments
378
Mirae Asset Global Investments
South Korea
$216K +$180K +1,500 +500%
MCC
379
Money Concepts Capital
Florida
$215K +$215K +1,789 New
PCM
380
Pointe Capital Management
Michigan
$211K +$211K +1,752 New
TWA
381
Talisman Wealth Advisors
New Jersey
$211K +$211K +1,758 New
KLI
382
Kelman-Lazarov Inc
Tennessee
$209K -$63.9K -531 -23%
FT
383
Fiduciary Trust
Massachusetts
$209K +$209K +1,735 New
SS
384
Sunbelt Securities
Texas
$207K -$2.53K -21 -1%
CWA
385
Consilio Wealth Advisors
Washington
$204K +$204K +1,696 New
HI
386
Harbour Investments
Wisconsin
$191K -$803K -6,675 -81%
FFA
387
Founders Financial Alliance
North Carolina
$188K – – –
TRCT
388
Tower Research Capital (TRC)
New York
$179K -$573K -4,762 -76%
FM
389
Family Management
New York
$174K – – –
GWSG
390
GPS Wealth Strategies Group
Colorado
$165K -$22.4K -186 -12%
CIAS
391
Capital Investment Advisory Services
North Carolina
$144K -$3.37K -28 -2%
GEA
392
Glen Eagle Advisors
New Jersey
$138K +$3.13K +26 +2%
FDCP
393
Foster Dykema Cabot & Partners
Massachusetts
$137K +$120K +1,000 +735%
AIA
394
Arcadia Investment Advisors
Idaho
$126K -$9.63K -80 -7%
CWM
395
Cranbrook Wealth Management
Michigan
$118K +$120 +1 +0.1%
BIA
396
Bell Investment Advisors
California
$112K -$15.7K -130 -12%
PWMG
397
Prestige Wealth Management Group
New Jersey
$106K – – –
HR
398
Howe & Rusling
New York
$102K – – –
FWP
399
FAS Wealth Partners
Kansas
$100K +$3.13K +26 +3%
SSB
400
Sandy Spring Bank
Maryland
$99.9K – – –
14 15
16
17 18