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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 %
Comerica Bank
151
Comerica Bank
Texas
$1.22M -$390K -3,569 -24%
SS
152
Sound Stewardship
Kansas
$1.21M +$20.7K +190 +2%
LWMG
153
Levy Wealth Management Group
Pennsylvania
$1.21M – – –
FIM
154
Fernwood Investment Management
Massachusetts
$1.2M +$18.3K +168 +2%
GA
155
GoalVest Advisory
New York
$1.18M -$34.5K -316 -3%
FCH
156
Freestone Capital Holdings
Washington
$1.17M -$13.6K -125 -1%
HI
157
Harbour Investments
Wisconsin
$1.15M -$176K -1,608 -13%
GKWIM
158
Gerber Kawasaki Wealth & Investment Management
California
$1.15M -$121K -1,110 -10%
BONH
159
Bank of New Hampshire
New Hampshire
$1.14M -$92.5K -847 -7%
DC
160
Destiny Capital
Colorado
$1.13M +$52.1K +477 +5%
CL
161
Choreo LLC
Illinois
$1.07M – – –
MOS
162
MGO One Seven
Ohio
$1.06M -$1.53K -14 -0.1%
FFA
163
First Foundation Advisors
California
$1.06M +$296K +2,708 +39%
T
164
TCWP
Ohio
$1.05M -$1.53K -14 -0.1%
Citigroup
165
Citigroup
New York
$1.05M -$108K -988 -9%
LNC
166
Lincoln National Corp
Pennsylvania
$1.05M -$295K -2,705 -22%
CICC
167
Capital Investment Counsel (Colorado)
Colorado
$1.04M – – –
CT
168
Coastline Trust
Rhode Island
$1.04M +$147K +1,345 +16%
IIC
169
Integrated Investment Consultants
Michigan
$1.03M – – –
BPA
170
Beacon Pointe Advisors
California
$1.02M +$120K +1,097 +13%
MSA
171
Marino Stram & Associates
Massachusetts
$1.02M +$1.2K +11 +0.1%
WIM
172
Westside Investment Management
California
$1.01M -$54.9K -503 -5%
GLA
173
Good Life Advisors
Pennsylvania
$994K +$10.2K +93 +1%
RWM
174
Ritholtz Wealth Management
New York
$983K -$11.9K -109 -1%
JFA
175
JNBA Financial Advisors
Minnesota
$975K -$125K -1,147 -11%
5 6
7
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