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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 %
SFP
76
Shepherd Financial Partners
Massachusetts
$3.33M +$369K +3,380 +12%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$3.32M -$35.7K -327 -1%
ASN
78
Advisory Services Network
Georgia
$3.28M +$528K +4,833 +19%
GC
79
Grimes & Company
Massachusetts
$3.28M +$334K +3,058 +11%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$3.17M +$739K +6,773 +30%
CAN
81
Cetera Advisor Networks
California
$3.05M -$37.6K -344 -1%
GT
82
Glenview Trust
Kentucky
$3M – – –
LNWTC
83
Laird Norton Wetherby Trust Company
Washington
$2.95M – – –
WTC
84
WhitTier Trust Company
Nevada
$2.94M +$128K +1,170 +5%
B
85
Bailard
California
$2.72M -$72.5K -664 -3%
SB
86
Simmons Bank
Arkansas
$2.64M -$105K -960 -4%
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$2.62M -$41.6K -381 -2%
FSA
88
Financial Services Advisory
Maryland
$2.6M -$30.7K -281 -1%
William Blair & Company
89
William Blair & Company
Illinois
$2.58M +$52.5K +481 +2%
VWA
90
VERITY Wealth Advisors
United States
$2.57M – – –
KWM
91
Kingsview Wealth Management
Oregon
$2.57M +$1.32M +12,051 +105%
CA
92
CGN Advisors
Kansas
$2.56M +$69.9K +640 +3%
CCM
93
Colorado Capital Management
Colorado
$2.55M -$45K -365 -2%
MMA
94
Miracle Mile Advisors
California
$2.49M -$82.2K -753 -3%
ADL
95
Asset Dedication LLC
California
$2.48M -$126K -1,150 -5%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$658K +6,025 +39%
Focus Partners Wealth
97
Focus Partners Wealth
Massachusetts
$2.31M -$222K -2,032 -9%
LNB
98
Ledyard National Bank
$2.28M -$55.1K -505 -2%
AF
99
Allworth Financial
California
$2.28M -$22.3K -204 -1%
CWM
100
Cornerstone Wealth Management
Missouri
$2.25M +$33K +302 +1%
2 3
4
5 6