SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

457 hedge funds and large institutions have $2.22B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
32
Increased
115
Reduced
168
Closed
19
Calls
$12K
Puts
$12K
Net Calls
–
Net Calls Change
-$22K

Top Buyers

1
WIA
World Investment Advisors
California
$23.7M
2
GM
GeoWealth Management
Illinois
$8.78M
3
ECA
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
Spinnaker Trust
Maine
$75.7M
3
FEG
Fund Evaluation Group
Ohio
$18.5M
4
DADC
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
426
Valley Wealth Managers
New Jersey
$42.1K – – –
GSEP
427
Golden State Equity Partners
California
$41.4K +$41.4K +344 New
WWM
428
Wolff Wiese Magana
California
$39.7K – – –
CIBC Private Wealth Group
429
CIBC Private Wealth Group
Georgia
$38.2K -$12K -100 -24%
CCM
430
Chilton Capital Management
Texas
$36.1K – – –
PAIM
431
Punch & Associates Investment Management
Minnesota
$33.1K +$33.1K +275 New
DF
432
Dunhill Financial
United Kingdom
$24.5K – – –
HWA
433
Heritage Wealth Advisors
Virginia
$20.7K – – –
PCMC
434
Private Capital Management (Colorado)
Colorado
$19.5K – – –
EWP
435
Elevation Wealth Partners
California
$18.1K – – –
FP
436
Financial Perspectives
Minnesota
$17.2K +$120 +1 +0.7%
LFA
437
LGT Financial Advisors
Texas
$17K – – –
HGA
438
Hobbs Group Advisors
South Carolina
$14K – – –
TLA
439
Tanglewood Legacy Advisors
Texas
$12.5K – – –
MFA
440
McClarren Financial Advisors
Pennsylvania
$12.3K +$11.7K +4,226 +1,887%
LC
441
Lindbrook Capital
California
$12K – – –
ACA
442
American Capital Advisory
Idaho
$10.1K – – –
GWM
443
Grand Wealth Management
Michigan
$10.1K – – –
MSS
444
Mitchell Sinkler & Starr
Pennsylvania
$9.63K – – –
JIP
445
Jaffetilchin Investment Partners
Florida
$6.5K +$6.5K +54 New
AWM
446
Avior Wealth Management
Nebraska
$6.38K – – –
RLIM
447
Red Lighthouse Investment Management
New York
$6.3K +$6.3K +52 New
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$4.88K – – –
CAM
449
Clarity Asset Management
Iowa
$4.54K – – –
HCP
450
Hexagon Capital Partners
Arkansas
$4.33K – – –
16 17
18
19 20