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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 %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$6.32M 52,009 +288 +0.6%
Creative Planning
52
Creative Planning
Kansas
$6.29M 51,752 +11,070 +27%
SWA
53
SOA Wealth Advisors
New York
$6.27M 51,554 -8,694 -14%
NA
54
NewEdge Advisors
Louisiana
$6.24M 51,324 +4,549 +10%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$6.16M 50,645 -1,922 -4%
3AM
56
3EDGE Asset Management
Florida
$6.14M 50,488 +7,586 +18%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$6.03M 49,549 -161 -0.3%
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$5.82M 47,846 +2,520 +6%
RSWM
59
Robertson Stephens Wealth Management
California
$5.69M 46,789 -16,301 -26%
MML Investors Services
60
MML Investors Services
Massachusetts
$5.66M 46,535 -10,713 -19%
SAG
61
SageView Advisory Group
California
$5.55M 45,653 -426 -0.9%
PC
62
Permanens Capital
New York
$5.52M 45,369 -10,178 -18%
HWA
63
Hilltop Wealth Advisors
North Carolina
$5.34M 43,900 -710 -2%
GC
64
Garde Capital
Washington
$4.56M 37,497 -15,924 -30%
BMC
65
Bear Mountain Capital
Washington
$4.51M 35,678 -1,231 -3%
CCA
66
Cobblestone Capital Advisors
New York
$4.49M 36,918 +1,520 +4%
PAG
67
Private Advisor Group
New Jersey
$4.47M 36,765 +671 +2%
BCM
68
Brookstone Capital Management
Illinois
$4.3M 35,349 +465 +1%
GT
69
Glenview Trust
Kentucky
$4.26M 35,000 +5,000 +17%
FNWM
70
Financial Network Wealth Management
Utah
$4.03M 33,120 -672 -2%
LRWA
71
Long Run Wealth Advisors
New York
$3.91M 32,136 -1,761 -5%
BWM
72
BigSur Wealth Management
Florida
$3.89M 32,000 – –
Stifel Financial
73
Stifel Financial
Missouri
$3.87M 31,801 -1,417 -4%
KAS
74
Kestra Advisory Services
Texas
$3.86M 31,763 -6,802 -18%
CWA
75
Crux Wealth Advisors
California
$3.8M 31,286 +31,286 New
1 2
3
4 5