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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 %
HGA
501
Hobbs Group Advisors
South Carolina
– – -116 Closed
JIP
502
Jaffetilchin Investment Partners
Florida
– – -54 Closed
CFGS
503
Concourse Financial Group Securities
Alabama
– – – –
17 18 19 20
21