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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.

New
Increased
Maintained
Reduced
Closed
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
World Investment Advisors
California
$23.7M
2
GM
GeoWealth Management
Illinois
$8.78M
3
ECA
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
Spinnaker Trust
Maine
$75.7M
3
FEG
Fund Evaluation Group
Ohio
$18.5M
4
DADC
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
126
Milestone Investment Advisors
Wisconsin
$1.81M -$40.7K -338 -2%
BAAM
127
Baker Avenue Asset Management
California
$1.79M -$384K -3,193 -18%
BIA
128
Bigelow Investment Advisors
Maine
$1.75M +$36K +299 +2%
ECM
129
Evergreen Capital Management
Washington
$1.75M -$32.9K -273 -2%
CPIG
130
Chicago Partners Investment Group
Illinois
$1.73M -$16.2K -135 -0.9%
WAG
131
Winthrop Advisory Group
Massachusetts
$1.7M -$53.9K -448 -3%
SA
132
Sanctuary Advisors
Indiana
$1.69M +$1.24M +9,939 +273%
GAM
133
Gould Asset Management
California
$1.67M -$40.9K -340 -2%
SWP
134
Stratos Wealth Partners
Ohio
$1.64M -$254K -2,106 -13%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.63M -$54.6K -454 -3%
EWM
136
Evercore Wealth Management
New York
$1.63M – – –
TC
137
Trust Company
Kansas
$1.61M -$48.8K -405 -3%
TIAA Trust, National Association
138
TIAA Trust, National Association
North Carolina
$1.54M -$7.22K -60 -0.5%
AA
139
Addison Advisors
Vermont
$1.53M -$9.63K -80 -0.6%
EH
140
Equitable Holdings
New York
$1.52M -$16.9K -140 -1%
RCA
141
Resonant Capital Advisors
Wisconsin
$1.5M – – –
CA
142
Clearstead Advisors
Ohio
$1.48M – – –
APP
143
Avantax Planning Partners
Iowa
$1.47M – – –
Franklin Resources
144
Franklin Resources
California
$1.47M +$45.5K +373 +3%
BDFN
145
Bond & Devick Financial Network
Minnesota
$1.47M -$35.1K -292 -2%
ACA
146
Aptus Capital Advisors
Alabama
$1.46M – – –
MCCA
147
Mill Creek Capital Advisors
Pennsylvania
$1.45M +$3.73K +31 +0.3%
FA
148
Fountainhead AM
New Jersey
$1.45M +$28.5K +237 +2%
PA
149
Parkside Advisors
California
$1.43M -$5.3K -44 -0.4%
WB
150
WesBanco Bank
West Virginia
$1.42M – – –
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