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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

476 hedge funds and large institutions have $2.26B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 195 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
+19
Holders Change %
+4.16%
% of All Funds
6.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
49
Increased
123
Reduced
195
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.06M
2
ASN
Advisory Services Network
Georgia
$8.15M
3
SA
Stewardship Advisors
Pennsylvania
$12.6M
4
GIP
Granite Investment Partners
California
$2.66M
5
Truist Financial
Truist Financial
North Carolina
$21.7M

Top Sellers

1
GM
GeoWealth Management
Illinois
$1.46K
2
ECA
Elevation Capital Advisory
Oregon
$0
3
AAS
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
Kingsview Wealth Management
Oregon
$0
5
UBS Group
UBS Group
Switzerland
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
451
Dunhill Financial
United Kingdom
$24.7K – – –
PAIM
452
Punch & Associates Investment Management
Minnesota
$23.1K -$10.3K -85 -31%
HWA
453
Heritage Wealth Advisors
Virginia
$20.9K – – –
AF
454
Advisornet Financial
Minnesota
$19.9K -$41.9K -345 -68%
PCMC
455
Private Capital Management (Colorado)
Colorado
$19.7K – – –
GSWM
456
Golden State Wealth Management
California
$18.7K +$18.7K +154 New
EWP
457
Elevation Wealth Partners
California
$18.2K – – –
FP
458
Financial Perspectives
Minnesota
$17.4K – – –
ACA
459
American Capital Advisory
Idaho
$14.1K +$3.89K +32 +38%
TLA
460
Tanglewood Legacy Advisors
Texas
$12.6K – – –
WT
461
Whittier Trust
California
$12.2K -$52.4K -431 -81%
LC
462
Lindbrook Capital
California
$12.2K – – –
MSS
463
Mitchell Sinkler & Starr
Pennsylvania
$9.73K – – –
GWM
464
Grand Wealth Management
Michigan
$9K -$1.22K -10 -12%
AWM
465
Avior Wealth Management
Nebraska
$6.44K – – –
RLIM
466
Red Lighthouse Investment Management
New York
$6.36K – – –
Russell Investments Group
467
Russell Investments Group
United Kingdom
$5.47K +$5.47K +45 New
PS
468
PayPay Securities
Japan
$4.99K +$4.38K +36 +720%
RAM
469
Riggs Asset Management
Pennsylvania
$4.88K +$4.88K +40 New
CAM
470
Clarity Asset Management
Iowa
$4.6K – – –
HCP
471
Hexagon Capital Partners
Arkansas
$4.38K – – –
MFT
472
Moisand Fitzgerald Tamayo
Florida
$3.04K – – –
CSC
473
Caldwell Sutter Capital
California
$2.68K – – –
CA
474
Continuum Advisory
Idaho
$2.61K – – –
AWM
475
Abound Wealth Management
Tennessee
$1.58K – – –
17 18
19
20 21