SUSA icon

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 %
FRA
426
Front Row Advisors
California
$30K +$1.09K +10 +4%
FSWA
427
Financial Synergies Wealth Advisors
Texas
$25.6K +$5.9K +54 +30%
MG
428
Mather Group
Illinois
$22.9K +$22.9K +228 New
DF
429
Dunhill Financial
United Kingdom
$22.2K +$109 +1 +0.5%
HWA
430
Heritage Wealth Advisors
Virginia
$18.8K – – –
EWP
431
Elevation Wealth Partners
California
$16.4K – – –
FP
432
Financial Perspectives
Minnesota
$15.5K +$109 +1 +0.7%
LFA
433
LGT Financial Advisors
Texas
$15.3K +$109 +1 +0.7%
FDCP
434
Foster Dykema Cabot & Partners
Massachusetts
$14.8K – – –
PP
435
Pacifica Partners
Canada
$14.3K – – –
TLA
436
Tanglewood Legacy Advisors
Texas
$11.4K – – –
LC
437
Lindbrook Capital
California
$10.9K – – –
MSS
438
Mitchell Sinkler & Starr
Pennsylvania
$8.73K -$175K -1,600 -95%
ACA
439
American Capital Advisory
Idaho
$7.37K – – –
PS
440
Principal Securities
Iowa
$6.88K – – –
PS
441
PayPay Securities
Japan
$6.22K -$1.2K -11 -16%
CAM
442
Clarity Asset Management
Iowa
$4.1K -$28K -260 -87%
HCP
443
Hexagon Capital Partners
Arkansas
$3.93K – – –
HI
444
Horizon Investments
North Carolina
$3.6K – – –
MFT
445
Moisand Fitzgerald Tamayo
Florida
$2.73K – – –
CSC
446
Caldwell Sutter Capital
California
$2.4K – – –
CA
447
Continuum Advisory
Idaho
$2.29K +$2.29K +21 New
WIA
448
Wetzel Investment Advisors
Indiana
$1.86K – – –
AWM
449
Abound Wealth Management
Tennessee
$1.42K – – –
BCMLT
450
Beacon Capital Management LLC (Tennessee)
Tennessee
$546 +$109 +1 +25%
16 17
18
19 20