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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
Bank Hapoalim BM
Israel
$12.7M
2
SAG
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
Ameriprise
Minnesota
$94.1M
4
Bank of America
Bank of America
North Carolina
$169M
5
SA
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGA
426
Hobbs Group Advisors
South Carolina
$13K +$13K +116 New
TLA
427
Tanglewood Legacy Advisors
Texas
$11.7K – – –
LC
428
Lindbrook Capital
California
$11.2K – – –
CC
429
Cypress Capital
Tennessee
$11.2K +$11.2K +100 New
GWM
430
Grand Wealth Management
Michigan
$9.44K -$589K -5,240 -98%
MSS
431
Mitchell Sinkler & Starr
Pennsylvania
$9.17K – – –
Simplex Trading
432
Simplex Trading
Illinois
$9K +$9K +84 New
ACA
433
American Capital Advisory
Idaho
$8.44K – – –
IAIM
434
International Assets Investment Management
Florida
$7.87K +$7.87K +70 New
AWM
435
Avior Wealth Management
Nebraska
$5.96K -$63.4K -564 -91%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$4.5K +$4.38K +39 +3,900%
CAM
437
Clarity Asset Management
Iowa
$4.23K – – –
HCP
438
Hexagon Capital Partners
Arkansas
$4.05K – – –
HI
439
Horizon Investments
North Carolina
$3.71K – – –
FNWA
440
Financial Network Wealth Advisors
Utah
$3.48K +$3.48K +31 New
MFT
441
Moisand Fitzgerald Tamayo
Florida
$2.81K – – –
PS
442
PayPay Securities
Japan
$2.47K -$3.93K -35 -61%
CSC
443
Caldwell Sutter Capital
California
$2.47K – – –
CA
444
Continuum Advisory
Idaho
$2.39K – – –
WIA
445
Wetzel Investment Advisors
Indiana
$1.97K – – –
AWM
446
Abound Wealth Management
Tennessee
$1.46K – – –
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
$562 – – –
IA
448
IFP Advisors
Florida
$449 – – –
SFC
449
Strategic Financial Concepts
Texas
$314 +$314 +35,495 New
ITB
450
Idaho Trust Bank
Idaho
– -$1.48M -13,572 Closed
15 16 17
18
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