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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 %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$3.65M 29,940 -497 -2%
GC
77
Grimes & Company
Massachusetts
$3.63M 29,890 -120 -0.4%
DWM
78
Destination Wealth Management
California
$3.62M 29,802 -448 -1%
Cerity Partners
79
Cerity Partners
New York
$3.52M 28,947 -1,051 -4%
RZH
80
Relyea Zuckerberg Hanson
Connecticut
$3.43M 28,233 +113 +0.4%
OIA
81
OneDigital Investment Advisors
Kansas
$3.43M 28,217 +710 +3%
LNWTC
82
Laird Norton Wetherby Trust Company
Washington
$3.29M 27,064 – –
SFP
83
Shepherd Financial Partners
Massachusetts
$3.28M 26,986 -1,025 -4%
B
84
Bailard
California
$3.19M 26,247 +3,315 +14%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.93M 24,098 -131 -0.5%
SB
86
Simmons Bank
Arkansas
$2.93M 24,081 -67 -0.3%
CPC
87
Consolidated Planning Corp
Georgia
$2.9M 23,863 +6,047 +34%
VWA
88
VERITY Wealth Advisors
United States
$2.86M 23,554 – –
William Blair & Company
89
William Blair & Company
Illinois
$2.83M 23,296 -226 -1%
FSA
90
Financial Services Advisory
Maryland
$2.76M 22,679 +7,209 +47%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$2.75M 22,607 -2,595 -10%
MMA
92
Miracle Mile Advisors
California
$2.74M 22,527 -1,377 -6%
GIP
93
Granite Investment Partners
California
$2.66M 21,897 +21,897 New
ADL
94
Asset Dedication LLC
California
$2.65M 21,769 -448 -2%
AF
95
Allworth Financial
California
$2.63M 20,873 +1 +0%
LNB
96
Ledyard National Bank
$2.61M 21,502 -1,434 -6%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2.61M 21,498 -987 -4%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M 21,436 -711 -3%
WTC
99
WhitTier Trust Company
Nevada
$2.6M 21,389 -1,570 -7%
CA
100
CGN Advisors
Kansas
$2.58M 21,220 -879 -4%
2 3
4
5 6