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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.

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

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
2
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
3
Ameriprise
Minnesota
$94.1M
4
Bank of America
4
Bank of America
North Carolina
$169M
5
SA
5
Stewardship Advisors
Pennsylvania
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
LNC
451
Lincoln National Corp
Pennsylvania
– – -9,596 Closed
RIS
452
Retirement Income Solutions
Michigan
– – -6,428 Closed
WA
453
Win Advisors
Florida
– – -3,834 Closed
PFA
454
Pathway Financial Advisors
Vermont
– – -3,831 Closed
FA
455
Fiduciary Alliance
South Carolina
– – -3,013 Closed
PFS
456
Prospera Financial Services
Texas
– – -2,912 Closed
BP
457
Ballentine Partners
Massachusetts
– – -2,660 Closed
AWA
458
Archvest Wealth Advisors
California
– – -2,657 Closed
BWM
459
Bulltick Wealth Management
Florida
– – -2,500 Closed
Millennium Management
460
Millennium Management
New York
– – -2,434 Closed
CW
461
CreativeOne Wealth
Kansas
– – -2,369 Closed
Bank of New York Mellon
462
Bank of New York Mellon
New York
– – -2,175 Closed
UBV
463
United Bank (Virginia)
Virginia
– – -2,165 Closed
IWM
464
IHT Wealth Management
Illinois
– – -1,886 Closed
CWP
465
Concord Wealth Partners
Virginia
– – -700 Closed
SAM
466
Smartleaf Asset Management
Massachusetts
– – -658 Closed
First Manhattan
467
First Manhattan
New York
– – -538 Closed
WIC
468
Woodmont Investment Counsel
Tennessee
– – -512 Closed
CA
469
CoreCap Advisors
Michigan
– – -478 Closed
MFA
470
Morling Financial Advisors
California
– – -345 Closed
FSWA
471
Financial Synergies Wealth Advisors
Texas
– – -234 Closed
PP
472
Pacifica Partners
Canada
– – -132 Closed
PS
473
Principal Securities
Iowa
– – -63 Closed
BNP Paribas Financial Markets
474
BNP Paribas Financial Markets
France
– – -4 Closed
CFGS
475
Concourse Financial Group Securities
Alabama
– – – –
15 16 17 18
19