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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 %
MFT
451
Moisand Fitzgerald Tamayo
Florida
$3.01K – – –
CSC
452
Caldwell Sutter Capital
California
$2.65K – – –
CA
453
Continuum Advisory
Idaho
$2.64K – – –
AWM
454
Abound Wealth Management
Tennessee
$1.57K – – –
PS
455
PayPay Securities
Japan
$602 -$2.05K -17 -77%
BCMLT
456
Beacon Capital Management LLC (Tennessee)
Tennessee
$602 – – –
IA
457
IFP Advisors
Florida
$481 – – –
CMP
458
Coston McIsaac & Partners
Maine
$69 – +2 +0.3%
SFC
459
Strategic Financial Concepts
Texas
– -$314 -35,495 Closed
FIM
460
Fernwood Investment Management
Massachusetts
– -$1.24M -11,003 Closed
T
461
TCWP
Ohio
– -$1.08M -9,607 Closed
FTUS
462
Flow Traders U.S.
New York
– -$792K -7,046 Closed
SOS
463
Silver Oak Securities
Tennessee
– -$777K -6,916 Closed
BJL
464
Brighton Jones LLC
Washington
– -$622K -5,534 Closed
FCBT
465
First Citizens Bank & Trust
North Carolina
– -$459K -4,087 Closed
PA
466
PFG Advisors
Arizona
– -$410K -3,649 Closed
AL
467
Aspiriant LLC
California
– -$383K -3,412 Closed
HF
468
HRT Financial
New York
– -$359K -3,198 Closed
PG
469
Prostatis Group
Maryland
– -$351K -3,123 Closed
HPM
470
Hoxton Planning & Management
West Virginia
– -$218K -1,941 Closed
CFD
471
Creative Financial Designs
Indiana
– -$141K -1,258 Closed
CC
472
Cypress Capital
Tennessee
– -$11.2K -100 Closed
Simplex Trading
473
Simplex Trading
Illinois
– -$9K -84 Closed
IAIM
474
International Assets Investment Management
Florida
– -$7.87K -70 Closed
HI
475
Horizon Investments
North Carolina
– -$3.71K -33 Closed
16 17 18
19
20