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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 %
SS
401
Sunbelt Securities
Texas
$209K -$488 -4 -0.2%
VHAM
402
Van Hulzen Asset Management
California
$207K -$75.6K -622 -27%
CWA
403
Consilio Wealth Advisors
Washington
$206K +$243 +2 +0.1%
ACP
404
Argyle Capital Partners
California
$206K +$206K +1,696 New
PWM
405
Parkshore Wealth Management
California
$205K +$205K +1,689 New
GWA
406
GGM Wealth Advisors
Maryland
$201K +$201K +1,650 New
GWM
407
Geneos Wealth Management
Colorado
$200K -$28.3K -233 -12%
HI
408
Harbour Investments
Wisconsin
$193K – – –
FFA
409
Founders Financial Alliance
North Carolina
$190K – – –
FM
410
Family Management
New York
$176K – – –
LAMC
411
Longview Asset Management (California)
California
$168K +$168K +1,384 New
GWSG
412
GPS Wealth Strategies Group
Colorado
$166K -$1.09K -9 -0.7%
SS
413
SBI Securities
Japan
$156K +$156K +1,279 New
CIAS
414
Capital Investment Advisory Services
North Carolina
$145K +$365 +3 +0.3%
GEA
415
Glen Eagle Advisors
New Jersey
$140K +$851 +7 +0.6%
FDCP
416
Foster Dykema Cabot & Partners
Massachusetts
$138K – – –
AIA
417
Arcadia Investment Advisors
Idaho
$128K – – –
BIA
418
Bell Investment Advisors
California
$113K -$122 -1 -0.1%
CWM
419
Cranbrook Wealth Management
Michigan
$109K -$10.2K -84 -9%
MEG
420
Millstone Evans Group
Colorado
$107K +$107K +876 New
PWMG
421
Prestige Wealth Management Group
New Jersey
$104K -$2.8K -23 -3%
HR
422
Howe & Rusling
New York
$103K – – –
SSB
423
Sandy Spring Bank
Maryland
$101K +$243 +2 +0.2%
FWP
424
FAS Wealth Partners
Kansas
$99K -$2.55K -21 -3%
CA
425
Crewe Advisors
Utah
$90.5K -$5.47K -45 -6%
15 16
17
18 19