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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 %
GM
476
GeoWealth Management
Illinois
$1.46K -$8.86M -72,908 -100%
BCMLT
477
Beacon Capital Management LLC (Tennessee)
Tennessee
$610 – – –
IA
478
IFP Advisors
Florida
$486 – – –
ECA
479
Elevation Capital Advisory
Oregon
– -$8.53M -70,841 Closed
KWM
480
Kingsview Wealth Management
Oregon
– -$4.3M -35,698 Closed
Jane Street
481
Jane Street
New York
– -$2.01M -16,723 Closed
SWA
482
Stratos Wealth Advisors
Ohio
– -$632K -5,251 Closed
PBO
483
Peoples Bank (Ohio)
Ohio
– -$555K -4,610 Closed
WCF
484
West Coast Financial
California
– -$481K -3,999 Closed
EPP
485
ETF Portfolio Partners
Kansas
– -$405K -3,362 Closed
MIA
486
MMBG Investment Advisors
Florida
– -$380K -3,155 Closed
GCP
487
GSA Capital Partners
United Kingdom
– -$357K -2,969 Closed
GI
488
GLOBALT Investments
Georgia
– -$259K -2,153 Closed
IWM
489
IHT Wealth Management
Illinois
– -$230K -1,918 Closed
Mirae Asset Global Investments
490
Mirae Asset Global Investments
South Korea
– -$216K -1,800 Closed
TWA
491
Talisman Wealth Advisors
New Jersey
– -$211K -1,758 Closed
TRCT
492
Tower Research Capital (TRC)
New York
– -$179K -1,491 Closed
BWP
493
Baldwin Wealth Partners
Massachusetts
– -$87.3K -725 Closed
RWM
494
Reston Wealth Management
Virginia
– -$78.6K -653 Closed
NFA
495
Northwest Financial Advisors
Virginia
– -$55.5K -461 Closed
NS
496
NBC Securities
Alabama
– -$49K -409 Closed
PA
497
Pineridge Advisors
Missouri
– -$47.2K -392 Closed
MIM
498
Macroview Investment Management
Maryland
– -$46K -382 Closed
GSEP
499
Golden State Equity Partners
California
– -$41.4K -344 Closed
LFA
500
LGT Financial Advisors
Texas
– -$17K -141 Closed
17 18 19
20
21