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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 %
Osaic Holdings
26
Osaic Holdings
Arizona
$14.6M 129,758 -9,401 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$13.4M 119,287 +10,532 +10%
BHB
28
Bank Hapoalim BM
Israel
$12.7M 113,250 +113,250 New
HighTower Advisors
29
HighTower Advisors
Illinois
$12.1M 107,730 -3,913 -4%
FF
30
Farrow Financial
Vermont
$11.4M 101,114 +1,777 +2%
RJA
31
Raymond James & Associates
Florida
$11M 97,596 -10,283 -10%
DADC
32
D.A. Davidson & Co
Montana
$10.9M 97,195 -2,014 -2%
QC
33
Quent Capital
New York
$9.73M 86,583 -1,851 -2%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$9.46M 84,194 -3,628 -4%
MD
35
Money Design
Japan
$9.38M 83,430 -9,590 -10%
HPC
36
HM Payson & Co
Maine
$9.33M 82,997 +1,177 +1%
TF
37
Tompkins Financial
New York
$9.2M 81,855 +1,172 +1%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$8.91M 79,329 +2,286 +3%
COCM
39
Charter Oak Capital Management
New Hampshire
$8.76M 77,915 -1,339 -2%
SA
40
Stewardship Advisors
Pennsylvania
$8.67M 77,175 -30,380 -28%
RSWM
41
Robertson Stephens Wealth Management
California
$7.83M 69,685 +534 +0.8%
SPIA
42
Steward Partners Investment Advisory
New York
$7.73M 68,757 -1,633 -2%
CG
43
Corundum Group
Colorado
$7.65M 68,060 -1,232 -2%
RFC
44
Regions Financial Corp
Alabama
$7.39M 65,757 -2,585 -4%
SWA
45
SOA Wealth Advisors
New York
$7.24M 64,467 -9,300 -13%
Northern Trust
46
Northern Trust
Illinois
$7.23M 64,354 -14,796 -19%
REMPR
47
Roof Eidam Maycock Peralta (REMP)
California
$7.04M 62,651 -3,341 -5%
AI
48
Accredited Investors
Minnesota
$6.83M 60,809 +11,178 +23%
KeyBank National Association
49
KeyBank National Association
Ohio
$6.8M 60,488 -5,469 -8%
MML Investors Services
50
MML Investors Services
Massachusetts
$6.44M 57,263 +3,569 +7%
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