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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

457 hedge funds and large institutions have $2.22B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 168 reducing their positions, and 19 closing their positions.

Holders
457
Holders Change
+9
Holders Change %
+2.01%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
32
Increased
115
Reduced
168
Closed
19
Calls
$12K
Puts
$12K
Net Calls
–
Net Calls Change
-$22K

Top Buyers

1
WIA
1
World Investment Advisors
California
$23.7M
2
GM
2
GeoWealth Management
Illinois
$8.78M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
4
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
2
Spinnaker Trust
Maine
$75.7M
3
FEG
3
Fund Evaluation Group
Ohio
$18.5M
4
DADC
4
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Market Value Shares Shares
Change 		Shares
Change %
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$7.13M 59,268 -3,383 -5%
MML Investors Services
52
MML Investors Services
Massachusetts
$6.89M 57,248 -15 -0%
DADC
53
D.A. Davidson & Co
Montana
$6.84M 56,800 -40,395 -42%
PC
54
Permanens Capital
New York
$6.69M 55,547 – –
GC
55
Garde Capital
Washington
$6.43M 53,421 -266 -0.5%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$6.33M 52,567 +83 +0.2%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$6.29M 52,266 -2,431 -4%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$6.2M 51,721 +3,953 +8%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$5.98M 49,710 -1,502 -3%
AAS
60
Ameritas Advisory Services
Nebraska
$5.72M 47,521 +38,851 +448%
NA
61
NewEdge Advisors
Louisiana
$5.63M 46,775 +1,890 +4%
SAG
62
SageView Advisory Group
California
$5.55M 46,079 -2,159 -4%
LFASL
63
Lugano Financial Advisors SA (LFA)
Switzerland
$5.46M 45,326 -3,920 -8%
HWA
64
Hilltop Wealth Advisors
North Carolina
$5.37M 44,610 +28,457 +176%
3AM
65
3EDGE Asset Management
Florida
$5.16M 42,902 +5,417 +14%
Creative Planning
66
Creative Planning
Kansas
$4.9M 40,682 -9,524 -19%
KAS
67
Kestra Advisory Services
Texas
$4.64M 38,565 +567 +1%
BMC
68
Bear Mountain Capital
Washington
$4.47M 36,909 -583 -2%
PAG
69
Private Advisor Group
New Jersey
$4.34M 36,094 +163 +0.5%
KWM
70
Kingsview Wealth Management
Oregon
$4.3M 35,698 +8,204 +30%
CCA
71
Cobblestone Capital Advisors
New York
$4.26M 35,398 +3,725 +12%
BCM
72
Brookstone Capital Management
Illinois
$4.2M 34,884 +304 +0.9%
LRWA
73
Long Run Wealth Advisors
New York
$4.08M 33,897 -585 -2%
FNWM
74
Financial Network Wealth Management
Utah
$4.07M 33,792 – –
Stifel Financial
75
Stifel Financial
Missouri
$4M 33,218 -1,696 -5%
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3
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