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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 %
Mariner
26
Mariner
Kansas
$15.1M +$1.14M +10,409 +8%
HighTower Advisors
27
HighTower Advisors
Illinois
$12.2M -$186K -1,701 -2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$11.9M +$240K +2,195 +2%
RJA
29
Raymond James & Associates
Florida
$11.8M -$29M -265,306 -71%
SA
30
Stewardship Advisors
Pennsylvania
$11.7M -$46.7K -428 -0.4%
FF
31
Farrow Financial
Vermont
$10.8M +$299K +2,741 +3%
DADC
32
D.A. Davidson & Co
Montana
$10.8M -$133K -1,219 -1%
MD
33
Money Design
Japan
$10.2M -$838K -7,676 -8%
QC
34
Quent Capital
New York
$9.65M -$400K -3,661 -4%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.59M -$361K -3,309 -4%
HPC
36
HM Payson & Co
Maine
$8.93M -$83.7K -767 -0.9%
TF
37
Tompkins Financial
New York
$8.81M +$1.69M +15,452 +24%
COCM
38
Charter Oak Capital Management
New Hampshire
$8.65M -$83.7K -767 -1%
Northern Trust
39
Northern Trust
Illinois
$8.64M -$373K -3,415 -4%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$8.41M -$151K -1,386 -2%
SWA
41
SOA Wealth Advisors
New York
$8.05M -$219K -2,005 -3%
SPIA
42
Steward Partners Investment Advisory
New York
$7.68M +$6.91M +63,316 +895%
CG
43
Corundum Group
Colorado
$7.56M +$153K +1,406 +2%
RSWM
44
Robertson Stephens Wealth Management
California
$7.55M -$125K -1,145 -2%
RFC
45
Regions Financial Corp
Alabama
$7.46M -$138K -1,264 -2%
REMPR
46
Roof Eidam Maycock Peralta (REMP)
California
$7.2M -$228K -2,089 -3%
KeyBank National Association
47
KeyBank National Association
Ohio
$7.2M -$176K -1,611 -2%
PC
48
Permanens Capital
New York
$7.2M +$38.3K +351 +0.5%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$5.98M +$4.58M +41,956 +328%
GC
50
Garde Capital
Washington
$5.93M -$5.3M -48,512 -47%
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