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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 %
ASN
76
Advisory Services Network
Georgia
$3.89M 34,614 – –
BWM
77
BigSur Wealth Management
Florida
$3.85M 32,000 – –
Pathstone Holdings
78
Pathstone Holdings
New Jersey
$3.66M 30,437 +1,385 +5%
DWM
79
Destination Wealth Management
California
$3.64M 30,250 -335 -1%
GC
80
Grimes & Company
Massachusetts
$3.61M 30,010 +403 +1%
GT
81
Glenview Trust
Kentucky
$3.61M 30,000 – –
Cerity Partners
82
Cerity Partners
New York
$3.61M 29,998 +653 +2%
RZH
83
Relyea Zuckerberg Hanson
Connecticut
$3.38M 28,120 -1,673 -6%
SFP
84
Shepherd Financial Partners
Massachusetts
$3.37M 28,011 -1,579 -5%
OIA
85
OneDigital Investment Advisors
Kansas
$3.31M 27,507 +11,599 +73%
LNWTC
86
Laird Norton Wetherby Trust Company
Washington
$3.26M 27,064 – –
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$3.03M 25,202 -11,756 -32%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.93M 24,618 +1,889 +8%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.92M 24,229 -23,839 -50%
SB
90
Simmons Bank
Arkansas
$2.91M 24,148 – –
MMA
91
Miracle Mile Advisors
California
$2.88M 23,904 +915 +4%
Corient Private Wealth
92
Corient Private Wealth
Florida
$2.87M 23,811 +6,244 +36%
VWA
93
VERITY Wealth Advisors
United States
$2.84M 23,554 – –
William Blair & Company
94
William Blair & Company
Illinois
$2.83M 23,522 -89 -0.4%
WTC
95
WhitTier Trust Company
Nevada
$2.76M 22,959 -3,273 -12%
LNB
96
Ledyard National Bank
$2.76M 22,936 +1,735 +8%
B
97
Bailard
California
$2.76M 22,932 -8 -0%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.71M 22,485 -115 -0.5%
ADL
99
Asset Dedication LLC
California
$2.67M 22,217 +461 +2%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67M 22,147 +115 +0.5%
2 3
4
5 6