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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.

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
1
World Investment Advisors
California
$23.7M
2
GM
2
GeoWealth Management
Illinois
$8.78M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
4
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
2
Spinnaker Trust
Maine
$75.7M
3
FEG
3
Fund Evaluation Group
Ohio
$18.5M
4
DADC
4
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$15M 124,311 -5,447 -4%
BHB
27
Bank Hapoalim BM
Israel
$13.6M 113,250 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$12.7M 105,166 -14,121 -12%
RJA
29
Raymond James & Associates
Florida
$12.5M 103,968 +6,372 +7%
HighTower Advisors
30
HighTower Advisors
Illinois
$12.3M 102,403 -5,327 -5%
TF
31
Tompkins Financial
New York
$12.2M 101,138 +19,283 +24%
FF
32
Farrow Financial
Vermont
$11.9M 99,142 -1,972 -2%
QC
33
Quent Capital
New York
$10.3M 85,819 -764 -0.9%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$10.1M 84,038 +4,709 +6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$9.98M 82,875 -1,319 -2%
HPC
36
HM Payson & Co
Maine
$9.92M 82,391 -606 -0.7%
MD
37
Money Design
Japan
$9.6M 79,741 -3,689 -4%
COCM
38
Charter Oak Capital Management
New Hampshire
$9.46M 78,552 +637 +0.8%
SA
39
Stewardship Advisors
Pennsylvania
$9.28M 77,136 -39 -0.1%
GM
40
GeoWealth Management
Illinois
$8.78M 72,920 +72,920 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$8.61M 71,504 -232,754 -76%
ECA
42
Elevation Capital Advisory
Oregon
$8.53M 70,841 +70,841 New
CG
43
Corundum Group
Colorado
$8.07M 67,024 -1,036 -2%
SPIA
44
Steward Partners Investment Advisory
New York
$7.78M 64,622 -4,135 -6%
Northern Trust
45
Northern Trust
Illinois
$7.74M 64,336 -18 -0%
RFC
46
Regions Financial Corp
Alabama
$7.67M 63,706 -2,051 -3%
RSWM
47
Robertson Stephens Wealth Management
California
$7.59M 63,090 -6,595 -9%
AI
48
Accredited Investors
Minnesota
$7.45M 61,920 +1,111 +2%
SWA
49
SOA Wealth Advisors
New York
$7.25M 60,248 -4,219 -7%
KeyBank National Association
50
KeyBank National Association
Ohio
$7.25M 60,218 -270 -0.4%
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