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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 %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$2.2M -$2.33M -21,334 -51%
CAM
102
Cresset Asset Management
Illinois
$2.18M – – –
WANY
103
Wealthspire Advisors (New York)
New York
$2.11M -$2.51K -23 -0.1%
BAAM
104
Baker Avenue Asset Management
California
$2.04M -$21.6K -198 -1%
CA
105
Cetera Advisors
Colorado
$2.01M +$525K +4,806 +35%
CB
106
Commerce Bank
Missouri
$2M -$128K -1,170 -6%
SWP
107
Stratos Wealth Partners
Ohio
$1.98M -$1.59M -14,572 -45%
OWA
108
One Wealth Advisors
California
$1.93M -$7.31K -67 -0.4%
SFA
109
Sequoia Financial Advisors
Ohio
$1.92M -$74.5K -682 -4%
Corient Private Wealth
110
Corient Private Wealth
Florida
$1.92M -$19.5K -179 -1%
HWA
111
Hilltop Wealth Advisors
North Carolina
$1.9M -$189K -1,728 -9%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$1.89M – – –
NCTC
113
New Covenant Trust Company
Indiana
$1.86M +$1.86M +17,001 New
JWCA
114
J.W. Cole Advisors
Florida
$1.83M +$19.2K +176 +1%
OCM
115
One Capital Management
California
$1.8M -$96.5K -884 -5%
MIA
116
Milestone Investment Advisors
Wisconsin
$1.76M -$70.6K -647 -4%
B
117
Birchbrook
Maine
$1.7M +$38.8K +355 +2%
HWM
118
HB Wealth Management
Georgia
$1.66M +$21.9K +201 +1%
LGWM
119
Litman Gregory Wealth Management
California
$1.66M – – –
AWM
120
Aprio Wealth Management
Georgia
$1.65M -$44.8K -410 -3%
BIA
121
Bigelow Investment Advisors
Maine
$1.64M -$39.4K -361 -2%
NP
122
NorthRock Partners
Minnesota
$1.62M +$437K +4,003 +37%
ECM
123
Evergreen Capital Management
Washington
$1.62M – – –
GAM
124
Gould Asset Management
California
$1.61M -$44.8K -410 -3%
CPIG
125
Chicago Partners Investment Group
Illinois
$1.58M -$11K -105 -0.7%
3 4
5
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