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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 %
RZH
76
Relyea Zuckerberg Hanson
Connecticut
$3.35M 29,793 -619 -2%
GC
77
Grimes & Company
Massachusetts
$3.33M 29,607 -404 -1%
SFP
78
Shepherd Financial Partners
Massachusetts
$3.33M 29,590 -943 -3%
Cerity Partners
79
Cerity Partners
New York
$3.3M 29,345 -1,639 -5%
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$3.26M 29,052 +4 +0%
KWM
81
Kingsview Wealth Management
Oregon
$3.09M 27,494 +3,991 +17%
LNWTC
82
Laird Norton Wetherby Trust Company
Washington
$3.04M 27,064 – –
WTC
83
WhitTier Trust Company
Nevada
$2.95M 26,232 -706 -3%
SB
84
Simmons Bank
Arkansas
$2.71M 24,148 – –
William Blair & Company
85
William Blair & Company
Illinois
$2.65M 23,611 +10 +0%
VWA
86
VERITY Wealth Advisors
United States
$2.65M 23,554 – –
MMA
87
Miracle Mile Advisors
California
$2.58M 22,989 +145 +0.6%
B
88
Bailard
California
$2.58M 22,940 -1,982 -8%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.55M 22,729 -1,226 -5%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$2.54M 22,600 +1,107 +5%
CA
91
CGN Advisors
Kansas
$2.48M 22,099 -1,376 -6%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48M 22,032 -21,175 -49%
ADL
93
Asset Dedication LLC
California
$2.44M 21,756 -980 -4%
LNB
94
Ledyard National Bank
$2.38M 21,201 +274 +1%
AF
95
Allworth Financial
California
$2.37M 20,873 +1 +0%
CWM
96
Cornerstone Wealth Management
Missouri
$2.32M 20,681 +35 +0.2%
CCM
97
Colorado Capital Management
Colorado
$2.25M 18,624 -2,053 -10%
CAM
98
Cresset Asset Management
Illinois
$2.24M 19,934 – –
Goldman Sachs
99
Goldman Sachs
New York
$2.2M 19,554 -14,694 -43%
WANY
100
Wealthspire Advisors (New York)
New York
$2.17M 19,313 -44 -0.2%
2 3
4
5 6