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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
+$6.91M
2
MWM
Mission Wealth Management
California
+$4.67M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.58M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.57M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.51M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$1.83B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$184M
3
Morgan Stanley
Morgan Stanley
New York
-$142M
4
Bank of America
Bank of America
North Carolina
-$31.2M
5
RJA
Raymond James & Associates
Florida
-$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
401
Smartleaf Asset Management
Massachusetts
$71.8K -$206K -1,883 -74%
CTA
402
Colonial Trust Advisors
South Carolina
$71K – – –
AWM
403
Avior Wealth Management
Nebraska
$67.4K +$67.4K +617 New
IRC
404
Investors Research Corp
Georgia
$64.7K – – –
CMP
405
Coston McIsaac & Partners
Maine
$62K +$216 +2 +0.3%
VNA
406
Valley National Advisers
Pennsylvania
$61K – – –
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$59K +$59K +542 New
First Manhattan
408
First Manhattan
New York
$58.7K – – –
WT
409
Whittier Trust
California
$58K – – –
GWANC
410
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.4K – – –
PTC
411
Private Trust Company
Ohio
$57.1K – – –
WIC
412
Woodmont Investment Counsel
Tennessee
$55.9K +$55.9K +512 New
AF
413
Advisornet Financial
Minnesota
$55.5K +$109 +1 +0.2%
WCM
414
Westend Capital Management
California
$54.9K +$54.9K +503 New
RPCA
415
Running Point Capital Advisors
California
$54K – – –
CA
416
CoreCap Advisors
Michigan
$52.2K +$52.2K +478 New
PCMC
417
Private Capital Management (Colorado)
Colorado
$49.6K – – –
DJSG
418
D.J. St. Germain
Massachusetts
$47.1K – – –
NS
419
NBC Securities
Alabama
$43K +$13.8K +128 +47%
DFA
420
DHJJ Financial Advisors
Illinois
$42.6K – – –
MIM
421
Macroview Investment Management
Maryland
$41.7K – – –
LFG
422
Larson Financial Group
Missouri
$41.2K – – –
VWM
423
Valley Wealth Managers
New Jersey
$38.2K – – –
MFA
424
Morling Financial Advisors
California
$37.7K +$37.7K +345 New
WWM
425
Wolff Wiese Magana
California
$36K – – –
15 16
17
18 19