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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$12.7M
2
SAG
2
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
4
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
2
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
3
Ameriprise
Minnesota
$94.1M
4
Bank of America
4
Bank of America
North Carolina
$169M
5
SA
5
Stewardship Advisors
Pennsylvania
$8.67M
Name Market Value Shares Shares
Change 		Shares
Change %
PC
51
Permanens Capital
New York
$6.24M 55,547 -10,378 -16%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$6.15M 54,697 -67 -0.1%
GC
53
Garde Capital
Washington
$6.03M 53,687 -650 -1%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$5.9M 52,484 -1,412 -3%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$5.76M 51,212 +2,506 +5%
Creative Planning
56
Creative Planning
Kansas
$5.64M 50,206 +12,040 +32%
LFASL
57
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M 49,246 +17,991 +58%
SAG
58
SageView Advisory Group
California
$5.42M 48,238 +48,238 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$5.4M 48,068 +27,884 +138%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$5.4M 47,768 +777 +2%
NA
61
NewEdge Advisors
Louisiana
$5.04M 44,885 +5,414 +14%
BMC
62
Bear Mountain Capital
Washington
$4.35M 37,492 +1,291 +4%
KAS
63
Kestra Advisory Services
Texas
$4.27M 37,998 +6,455 +20%
3AM
64
3EDGE Asset Management
Florida
$4.21M 37,485 -7,407 -16%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$4.15M 36,958 +15,772 +74%
PAG
66
Private Advisor Group
New Jersey
$4.04M 35,931 -360 -1%
BCM
67
Brookstone Capital Management
Illinois
$4M 34,580 -539 -2%
Stifel Financial
68
Stifel Financial
Missouri
$3.92M 34,914 -9,558 -21%
ASN
69
Advisory Services Network
Georgia
$3.89M 34,614 +4,549 +15%
LRWA
70
Long Run Wealth Advisors
New York
$3.87M 34,482 -6,911 -17%
FNWM
71
Financial Network Wealth Management
Utah
$3.8M 33,792 -1,343 -4%
BWM
72
BigSur Wealth Management
Florida
$3.6M 32,000 – –
CCA
73
Cobblestone Capital Advisors
New York
$3.56M 31,673 +124 +0.4%
DWM
74
Destination Wealth Management
California
$3.44M 30,585 -508 -2%
GT
75
Glenview Trust
Kentucky
$3.37M 30,000 +2,500 +9%
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3
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