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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

448 hedge funds and large institutions have $2.08B invested in iShares ESG Optimized MSCI USA ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 124 increasing their positions, 177 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-4
Holders Change %
-0.88%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
27
Increased
124
Reduced
177
Closed
25
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$11K

Top Buyers

1
BHB
1
Bank Hapoalim BM
Israel
$12.7M
2
SAG
2
SageView Advisory Group
California
$5.42M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.4M
4
LFASL
4
Lugano Financial Advisors SA (LFA)
Switzerland
$5.53M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$4.15M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$795K
2
ST
2
Spinnaker Trust
Maine
$78.7M
3
Ameriprise
3
Ameriprise
Minnesota
$94.1M
4
Bank of America
4
Bank of America
North Carolina
$169M
5
SA
5
Stewardship Advisors
Pennsylvania
$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Fernwood Investment Management
Massachusetts
$1.24M – – –
SCA
152
Snowden Capital Advisors
New York
$1.22M -$277K -2,469 -18%
CL
153
Choreo LLC
Illinois
$1.22M +$120K +1,067 +11%
CAG
154
Crestwood Advisors Group
Massachusetts
$1.21M +$865K +7,700 +250%
SS
155
Sound Stewardship
Kansas
$1.19M -$58.5K -521 -5%
BONH
156
Bank of New Hampshire
New Hampshire
$1.18M – – –
DC
157
Destiny Capital
Colorado
$1.16M – – –
FCH
158
Freestone Capital Holdings
Washington
$1.16M -$48.9K -435 -4%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$1.14M -$564K -4,513 -33%
GKWIM
160
Gerber Kawasaki Wealth & Investment Management
California
$1.1M -$77K -685 -7%
GA
161
GoalVest Advisory
New York
$1.09M -$129K -1,145 -11%
MOS
162
MGO One Seven
Ohio
$1.08M -$11.2K -100 -1%
T
163
TCWP
Ohio
$1.08M -$3.93K -35 -0.4%
CICC
164
Capital Investment Counsel (Colorado)
Colorado
$1.07M – – –
FFA
165
First Foundation Advisors
California
$1.07M -$17.8K -158 -2%
CT
166
Coastline Trust
Rhode Island
$1.06M -$13.7K -122 -1%
BPA
167
Beacon Pointe Advisors
California
$1.05M -$1.35K -12 -0.1%
MSA
168
Marino Stram & Associates
Massachusetts
$1.05M +$2.36K +21 +0.2%
IIC
169
Integrated Investment Consultants
Michigan
$1.03M – – –
GLA
170
Good Life Advisors
Pennsylvania
$1.02M -$2.7K -24 -0.3%
WIM
171
Westside Investment Management
California
$1.01M -$29.3K -261 -3%
UIA
172
Ulland Investment Advisors
Minnesota
$998K – – –
RRA
173
Round Rock Advisors
Connecticut
$986K – – –
MA
174
Mutual Advisors
Nebraska
$981K +$909 +8 +0.1%
AAS
175
Ameritas Advisory Services
Nebraska
$974K +$63.9K +569 +7%
5 6
7
8 9