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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 %
TC
126
Trust Company
Kansas
$1.57M -$243K -2,228 -13%
WAG
127
Winthrop Advisory Group
Massachusetts
$1.56M -$126K -1,157 -8%
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.53M -$63.1K -578 -4%
OIA
129
OneDigital Investment Advisors
Kansas
$1.5M +$29.3K +268 +2%
Bank Julius Baer & Co
130
Bank Julius Baer & Co
Switzerland
$1.49M -$5.24K -48 -0.4%
FWM
131
Fingerlakes Wealth Management
New York
$1.48M -$764 -7 -0.1%
ITB
132
Idaho Trust Bank
Idaho
$1.48M +$1.48M +13,572 New
EWM
133
Evercore Wealth Management
New York
$1.48M – – –
SCA
134
Snowden Capital Advisors
New York
$1.46M -$655K -6,001 -31%
EH
135
Equitable Holdings
New York
$1.46M -$52K -476 -3%
AA
136
Addison Advisors
Vermont
$1.41M +$2.07K +19 +0.1%
TIAA Trust, National Association
137
TIAA Trust, National Association
North Carolina
$1.4M -$31.2K -286 -2%
RCA
138
Resonant Capital Advisors
Wisconsin
$1.38M +$16K +147 +1%
BDFN
139
Bond & Devick Financial Network
Minnesota
$1.38M -$28.5K -261 -2%
APP
140
Avantax Planning Partners
Iowa
$1.34M – – –
FA
141
Fountainhead AM
New Jersey
$1.33M +$116K +1,065 +10%
PA
142
Parkside Advisors
California
$1.32M – – –
ACA
143
Aptus Capital Advisors
Alabama
$1.32M +$1.26M +11,574 +2,200%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$1.32M +$144K +1,320 +12%
MCCA
145
Mill Creek Capital Advisors
Pennsylvania
$1.31M +$2.73K +25 +0.2%
PGA
146
Portland Global Advisors
Maine
$1.28M +$28.9K +265 +2%
WB
147
WesBanco Bank
West Virginia
$1.28M +$29.7K +272 +2%
AAS
148
Avantax Advisory Services
Texas
$1.28M -$5.35K -49 -0.4%
BFA
149
Bluestem Financial Advisors
Illinois
$1.27M – – –
Franklin Resources
150
Franklin Resources
California
$1.26M – – –
4 5
6
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