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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 %
CB
101
Commerce Bank
Missouri
$2.06M 18,300 – –
BAAM
102
Baker Avenue Asset Management
California
$2.03M 18,100 -578 -3%
CPC
103
Consolidated Planning Corp
Georgia
$2.02M 17,971 -23,505 -57%
OWA
104
One Wealth Advisors
California
$1.99M 17,811 +143 +0.8%
Corient Private Wealth
105
Corient Private Wealth
Florida
$1.97M 17,567 +4 +0%
NCTC
106
New Covenant Trust Company
Indiana
$1.96M 17,291 +290 +2%
SFA
107
Sequoia Financial Advisors
Ohio
$1.95M 17,357 -231 -1%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$1.94M 17,300 – –
OCM
109
One Capital Management
California
$1.86M 16,551 +93 +0.6%
HWA
110
Hilltop Wealth Advisors
North Carolina
$1.82M 16,153 -1,247 -7%
JWCA
111
J.W. Cole Advisors
Florida
$1.79M 15,913 -815 -5%
OIA
112
OneDigital Investment Advisors
Kansas
$1.79M 15,908 +2,202 +16%
FSA
113
Financial Services Advisory
Maryland
$1.78M 15,851 -7,958 -33%
SWP
114
Stratos Wealth Partners
Ohio
$1.77M 15,712 -2,403 -13%
HWM
115
HB Wealth Management
Georgia
$1.76M 15,640 +396 +3%
MIA
116
Milestone Investment Advisors
Wisconsin
$1.72M 15,345 -808 -5%
AWM
117
Aprio Wealth Management
Georgia
$1.71M 15,243 +88 +0.6%
LGWM
118
Litman Gregory Wealth Management
California
$1.7M 15,165 – –
B
119
Birchbrook
Maine
$1.68M 14,989 -589 -4%
NP
120
NorthRock Partners
Minnesota
$1.67M 14,829 -44 -0.3%
ECM
121
Evergreen Capital Management
Washington
$1.66M 14,802 – –
Renaissance Technologies
122
Renaissance Technologies
New York
$1.65M 14,700 -16,200 -52%
CPIG
123
Chicago Partners Investment Group
Illinois
$1.65M 14,578 -571 -4%
WAG
124
Winthrop Advisory Group
Massachusetts
$1.64M 14,561 +314 +2%
BIA
125
Bigelow Investment Advisors
Maine
$1.6M 14,242 -767 -5%
3 4
5
6 7