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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

452 hedge funds and large institutions have $2.06B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
–
Holders Change %
0%
% of All Funds
6.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
35
Increased
126
Reduced
184
Closed
28
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
SPIA
Steward Partners Investment Advisory
New York
$7.68M
2
MWM
Mission Wealth Management
California
$52.2M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$5.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65.9M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$111M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$177M
3
Morgan Stanley
Morgan Stanley
New York
$130M
4
Bank of America
Bank of America
North Carolina
$168M
5
RJA
Raymond James & Associates
Florida
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$5.88M -$1.27M -11,646 -18%
MML Investors Services
52
MML Investors Services
Massachusetts
$5.86M +$167K +1,528 +3%
AI
53
Accredited Investors
Minnesota
$5.42M -$10K -92 -0.2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$5.32M -$149K -1,369 -3%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$5.14M +$92.3K +844 +2%
3AM
56
3EDGE Asset Management
Florida
$4.9M +$1.16M +10,583 +31%
Stifel Financial
57
Stifel Financial
Missouri
$4.85M -$586K -5,364 -11%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.72M -$644K -5,901 -12%
CPC
59
Consolidated Planning Corp
Georgia
$4.53M -$127K -1,161 -3%
LRWA
60
Long Run Wealth Advisors
New York
$4.52M -$142K -1,302 -3%
NA
61
NewEdge Advisors
Louisiana
$4.31M +$93.9K +860 +2%
Creative Planning
62
Creative Planning
Kansas
$4.17M -$46.5K -426 -1%
PAG
63
Private Advisor Group
New Jersey
$3.96M +$604K +5,534 +18%
BCM
64
Brookstone Capital Management
Illinois
$3.83M -$205K -1,878 -5%
FNWM
65
Financial Network Wealth Management
Utah
$3.77M -$37.3K -347 -1%
BMC
66
Bear Mountain Capital
Washington
$3.74M -$542K -5,247 -13%
Goldman Sachs
67
Goldman Sachs
New York
$3.74M +$3.32M +30,368 +783%
BWM
68
BigSur Wealth Management
Florida
$3.49M – – –
CCA
69
Cobblestone Capital Advisors
New York
$3.44M +$109K +997 +3%
KAS
70
Kestra Advisory Services
Texas
$3.44M +$217K +1,990 +7%
LFASL
71
Lugano Financial Advisors SA (LFA)
Switzerland
$3.41M – – –
DWM
72
Destination Wealth Management
California
$3.39M +$139K +1,276 +4%
Cerity Partners
73
Cerity Partners
New York
$3.38M -$7.86K -72 -0.2%
FTUS
74
Flow Traders U.S.
New York
$3.38M +$697K +6,385 +26%
Renaissance Technologies
75
Renaissance Technologies
New York
$3.37M +$2.08M +19,100 +162%
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