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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
$7.68M
2
MWM
Mission Wealth Management
California
$52.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$111M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
Bank of America
Bank of America
North Carolina
$168M
5
RJA
Raymond James & Associates
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
451
IFP Advisors
Florida
$437 – – –
BNP Paribas Financial Markets
452
BNP Paribas Financial Markets
France
$437 +$437 +4 New
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$84 +$84 +1 New
VMPIC
454
Varma Mutual Pension Insurance Co
Finland
– -$1.83B -18,203,992 Closed
SAG
455
SageView Advisory Group
California
– -$6.25M -60,633 Closed
MFG
456
Monumental Financial Group
Maryland
– -$921K -9,162 Closed
DCP
457
DSM Capital Partners
Florida
– -$798K -7,940 Closed
MHI
458
Miller Howard Investments
New York
– -$738K -7,341 Closed
ClearBridge Investments
459
ClearBridge Investments
New York
– -$598K -5,946 Closed
RJT
460
Raymond James Trust
Florida
– -$586K -5,830 Closed
AWA
461
Arete Wealth Advisors
Illinois
– -$360K -3,583 Closed
AC
462
Arjuna Capital
North Carolina
– -$299K -2,970 Closed
DIA
463
Dana Investment Advisors
Wisconsin
– -$276K -2,750 Closed
TSS
464
Two Sigma Securities
New York
– -$263K -2,620 Closed
AWM
465
AE Wealth Management
Kansas
– -$255K -2,498 Closed
FCG
466
Financial Connections Group
California
– -$232K -2,313 Closed
PIA
467
Perennial Investment Advisors
California
– -$231K -2,302 Closed
WPWM
468
Western Pacific Wealth Management
Illinois
– -$231K -2,300 Closed
BBA
469
Braun-Bostich & Associates
Pennsylvania
– -$213K -2,123 Closed
AssetMark Inc
470
AssetMark Inc
California
– -$57K -567 Closed
NFA
471
Northwest Financial Advisors
Virginia
– -$45.9K -457 Closed
PAIM
472
Punch & Associates Investment Management
Minnesota
– -$38.7K -385 Closed
FWM
473
Focused Wealth Management
New York
– -$38.7K -385 Closed
GIA
474
Goodwin Investment Advisory
Georgia
– -$17K -169 Closed
TWC
475
TD Waterhouse Canada
Ontario, Canada
– -$15.3K -155 Closed
16 17 18
19
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