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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 %
CA
101
CGN Advisors
Kansas
$2.66M 22,099 – –
AWM
102
AE Wealth Management
Kansas
$2.54M 21,101 +21,101 New
AF
103
Allworth Financial
California
$2.51M 20,872 -1 -0%
CWM
104
Cornerstone Wealth Management
Missouri
$2.49M 20,658 -23 -0.1%
CCM
105
Colorado Capital Management
Colorado
$2.42M 17,909 -715 -4%
CAM
106
Cresset Asset Management
Illinois
$2.38M 19,775 -159 -0.8%
RCS
107
Retirement Capital Strategies
California
$2.2M 18,311 +18,311 New
CB
108
Commerce Bank
Missouri
$2.2M 18,300 – –
GLA
109
Good Life Advisors
Pennsylvania
$2.16M 17,944 +8,866 +98%
CPC
110
Consolidated Planning Corp
Georgia
$2.14M 17,816 -155 -0.9%
OWA
111
One Wealth Advisors
California
$2.09M 17,396 -415 -2%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.08M 17,300 – –
NP
113
NorthRock Partners
Minnesota
$2.06M 17,150 +2,321 +16%
NCTC
114
New Covenant Trust Company
Indiana
$2.06M 17,147 -144 -0.8%
SFA
115
Sequoia Financial Advisors
Ohio
$2.03M 16,902 -455 -3%
Jane Street
116
Jane Street
New York
$2.01M 16,723 +9,756 +140%
OCM
117
One Capital Management
California
$1.99M 16,505 -46 -0.3%
JWCA
118
J.W. Cole Advisors
Florida
$1.97M 16,372 +459 +3%
FWM
119
Fingerlakes Wealth Management
New York
$1.91M 15,832 +1,882 +13%
HWM
120
HB Wealth Management
Georgia
$1.88M 15,640 – –
FSA
121
Financial Services Advisory
Maryland
$1.86M 15,470 -381 -2%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$1.85M 15,381 +2,660 +21%
AWM
123
Aprio Wealth Management
Georgia
$1.85M 15,368 +125 +0.8%
LGWM
124
Litman Gregory Wealth Management
California
$1.83M 15,165 – –
B
125
Birchbrook
Maine
$1.81M 15,041 +52 +0.3%
3 4
5
6 7