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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 %
SC
376
Savant Capital
Illinois
$236K – – –
PAI
377
Pittenger & Anderson Inc
Nebraska
$236K – – –
MCM
378
Mill Capital Management
North Carolina
$231K – – –
AIM
379
Advyzon Investment Management
Illinois
$230K +$230K +1,890 New
SWIG
380
Strategic Wealth Investment Group
Kentucky
$229K -$79.8K -656 -26%
TFS
381
Thoroughbred Financial Services
Tennessee
$227K – – –
MCC
382
Money Concepts Capital
Florida
$227K +$9.24K +76 +4%
IWP
383
IAG Wealth Partners
Wisconsin
$226K -$12.8K -105 -5%
CW
384
CreativeOne Wealth
Kansas
$226K -$7.54K -62 -3%
FCG
385
Fielder Capital Group
Tennessee
$225K -$9.97K -82 -4%
SWM
386
Spire Wealth Management
Virginia
$224K – – –
FI
387
Financial Insights
Washington
$224K – – –
ES
388
Eagle Strategies
New York
$223K -$9.36K -77 -4%
WFS
389
WealthGarden F.S.
California
$223K +$2.55K +21 +1%
RWM
390
Refined Wealth Management
Utah
$223K – – –
BSSFA
391
Baron Silver Stevens Financial Advisors
Florida
$221K – – –
PFA
392
Portland Financial Advisors
New York
$221K +$221K +1,820 New
LA
393
LexAurum Advisors
Kansas
$221K +$243 +2 +0.1%
AWA
394
Arete Wealth Advisors
Illinois
$220K -$19.8K -162 -8%
OC
395
Oppenheimer & Co
New York
$219K +$486 +4 +0.2%
PCM
396
Pointe Capital Management
Michigan
$213K – – –
FWA
397
Flagship Wealth Advisors
Massachusetts
$211K +$211K +1,737 New
FT
398
Fiduciary Trust
Massachusetts
$211K – – –
KLI
399
Kelman-Lazarov Inc
Tennessee
$211K – – –
PIA
400
Perennial Investment Advisors
California
$210K +$210K +1,727 New
14 15
16
17 18