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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 %
Corient Private Wealth
101
Corient Private Wealth
Florida
$2.52M 20,737 -3,074 -13%
CAM
102
Cresset Asset Management
Illinois
$2.4M 19,703 -72 -0.4%
FPF
103
First Pacific Financial
Washington
$2.38M 19,547 +7,792 +66%
CWM
104
Cornerstone Wealth Management
Missouri
$2.38M 19,544 -1,114 -5%
CB
105
Commerce Bank
Missouri
$2.23M 18,300 – –
RCS
106
Retirement Capital Strategies
California
$2.21M 18,191 -120 -0.7%
AWM
107
Aprio Wealth Management
Georgia
$2.17M 17,814 +2,446 +16%
P
108
&Partners
Tennessee
$2.13M 17,419 +7,628 +78%
NP
109
NorthRock Partners
Minnesota
$2.13M 17,520 +370 +2%
CCM
110
Colorado Capital Management
Colorado
$2.12M 16,108 -1,801 -10%
OWA
111
One Wealth Advisors
California
$2.11M 17,373 -23 -0.1%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$2.1M 17,300 – –
NCTC
113
New Covenant Trust Company
Indiana
$2.03M 16,608 -539 -3%
FWM
114
Fingerlakes Wealth Management
New York
$2.01M 16,506 +674 +4%
OCM
115
One Capital Management
California
$2M 16,424 -81 -0.5%
JWCA
116
J.W. Cole Advisors
Florida
$1.97M 16,166 -206 -1%
HWM
117
HB Wealth Management
Georgia
$1.9M 15,641 +1 +0%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$1.87M 15,396 +4,749 +45%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$1.87M 15,365 -16 -0.1%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$1.86M 15,331 +5,765 +60%
LGWM
121
Litman Gregory Wealth Management
California
$1.83M 15,065 -100 -0.7%
MIA
122
Milestone Investment Advisors
Wisconsin
$1.82M 14,936 -71 -0.5%
BAAM
123
Baker Avenue Asset Management
California
$1.79M 14,704 -203 -1%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.76M 14,412 -31 -0.2%
SFA
125
Sequoia Financial Advisors
Ohio
$1.76M 14,468 -2,434 -14%
3 4
5
6 7