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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$44.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.06M
3
ASN
3
Advisory Services Network
Georgia
$8.15M
4
CWA
4
Crux Wealth Advisors
California
$3.8M
5
SA
5
Stewardship Advisors
Pennsylvania
$12.6M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.46K
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
UBS Group
5
UBS Group
Switzerland
$67.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
26
Fund Evaluation Group
Ohio
$17.3M 142,644 -11,039 -7%
Osaic Holdings
27
Osaic Holdings
Arizona
$14.5M 119,078 -5,233 -4%
BHB
28
Bank Hapoalim BM
Israel
$13.8M 113,250 – –
SA
29
Stewardship Advisors
Pennsylvania
$12.6M 104,013 +26,877 +35%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$12.5M 102,911 -2,255 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.3M 101,212 +17,174 +20%
TF
32
Tompkins Financial
New York
$12.1M 99,174 -1,964 -2%
FF
33
Farrow Financial
Vermont
$11.9M 97,437 -1,705 -2%
QC
34
Quent Capital
New York
$11.4M 93,362 +7,543 +9%
HPC
35
HM Payson & Co
Maine
$10.7M 88,109 +5,718 +7%
HighTower Advisors
36
HighTower Advisors
Illinois
$10.5M 86,540 -15,863 -15%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.99M 82,202 -673 -0.8%
MD
38
Money Design
Japan
$9.38M 76,919 -2,822 -4%
COCM
39
Charter Oak Capital Management
New Hampshire
$9.18M 75,462 -3,090 -4%
ASN
40
Advisory Services Network
Georgia
$8.15M 66,989 +32,375 +94%
CG
41
Corundum Group
Colorado
$8.06M 66,278 -746 -1%
Northern Trust
42
Northern Trust
Illinois
$7.82M 64,336 – –
SPIA
43
Steward Partners Investment Advisory
New York
$7.61M 62,601 -2,021 -3%
RFC
44
Regions Financial Corp
Alabama
$7.56M 62,216 -1,490 -2%
KeyBank National Association
45
KeyBank National Association
Ohio
$7.32M 60,180 -38 -0.1%
AI
46
Accredited Investors
Minnesota
$7.29M 59,968 -1,952 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$7.06M 58,037 +33,419 +136%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$6.7M 55,077 -4,191 -7%
DADC
49
D.A. Davidson & Co
Montana
$6.58M 54,085 -2,715 -5%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$6.54M 53,810 +1,544 +3%
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