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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.

New
Increased
Maintained
Reduced
Closed
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
Mercer Global Advisors
Mercer Global Advisors
Colorado
$7.06M
2
ASN
Advisory Services Network
Georgia
$8.15M
3
SA
Stewardship Advisors
Pennsylvania
$12.6M
4
GIP
Granite Investment Partners
California
$2.66M
5
Truist Financial
Truist Financial
North Carolina
$21.7M

Top Sellers

1
GM
GeoWealth Management
Illinois
$1.46K
2
ECA
Elevation Capital Advisory
Oregon
$0
3
AAS
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
Kingsview Wealth Management
Oregon
$0
5
UBS Group
UBS Group
Switzerland
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
Evergreen Capital Management
Washington
$1.75M -$15.6K -128 -0.9%
RL
127
Retireful LLC
Michigan
$1.73M +$1.73M +14,268 New
SA
128
Sanctuary Advisors
Indiana
$1.72M +$17K +136 +1%
B
129
Birchbrook
Maine
$1.7M -$124K -1,022 -7%
AAS
130
Avantax Advisory Services
Texas
$1.7M +$277K +2,275 +19%
GAM
131
Gould Asset Management
California
$1.65M -$38.3K -315 -2%
EWM
132
Evercore Wealth Management
New York
$1.64M – – –
AWM
133
AE Wealth Management
Kansas
$1.64M -$926K -7,618 -36%
IWC
134
Integrated Wealth Concepts
Massachusetts
$1.63M -$16.4K -135 -1%
WAG
135
Winthrop Advisory Group
Massachusetts
$1.62M -$97.8K -804 -6%
Renaissance Technologies
136
Renaissance Technologies
New York
$1.6M +$827K +6,800 +106%
BIA
137
Bigelow Investment Advisors
Maine
$1.6M -$167K -1,375 -9%
TC
138
Trust Company
Kansas
$1.6M -$31.1K -256 -2%
TIAA Trust, National Association
139
TIAA Trust, National Association
North Carolina
$1.55M -$3.04K -25 -0.2%
Franklin Resources
140
Franklin Resources
California
$1.51M +$44.9K +369 +3%
AA
141
Addison Advisors
Vermont
$1.5M -$43.8K -360 -3%
CA
142
Clearstead Advisors
Ohio
$1.49M – – –
APP
143
Avantax Planning Partners
Iowa
$1.49M – – –
RCA
144
Resonant Capital Advisors
Wisconsin
$1.49M -$30.2K -248 -2%
BDFN
145
Bond & Devick Financial Network
Minnesota
$1.47M – – –
EH
146
Equitable Holdings
New York
$1.45M -$89.1K -733 -6%
WFAG
147
Wescott Financial Advisory Group
Pennsylvania
$1.44M +$105K +861 +8%
ACA
148
Aptus Capital Advisors
Alabama
$1.44M -$33.9K -279 -2%
PGA
149
Portland Global Advisors
Maine
$1.42M -$2.43K -20 -0.2%
BFA
150
Bluestem Financial Advisors
Illinois
$1.38M -$17.9K -147 -1%
4 5
6
7 8