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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
1
World Investment Advisors
California
$23.7M
2
GM
2
GeoWealth Management
Illinois
$8.78M
3
ECA
3
Elevation Capital Advisory
Oregon
$8.53M
4
AAS
4
Ameritas Advisory Services
Nebraska
$5.72M
5
HWA
5
Hilltop Wealth Advisors
North Carolina
$5.37M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.61M
2
ST
2
Spinnaker Trust
Maine
$75.7M
3
FEG
3
Fund Evaluation Group
Ohio
$18.5M
4
DADC
4
D.A. Davidson & Co
Montana
$6.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
151
First Pacific Financial
Washington
$1.41M +$887K +7,369 +168%
PGA
152
Portland Global Advisors
Maine
$1.41M – – –
AAS
153
Avantax Advisory Services
Texas
$1.41M +$34.9K +290 +3%
D
154
Diversified
Delaware
$1.38M -$6.62K -55 -0.5%
DE
155
Diversified Enterprises
Delaware
$1.38M +$1.38M +11,506 New
BFA
156
Bluestem Financial Advisors
Illinois
$1.38M +$17K +141 +1%
WFAG
157
Wescott Financial Advisory Group
Pennsylvania
$1.33M -$17.9K -149 -1%
SCA
158
Snowden Capital Advisors
New York
$1.31M +$3.85K +32 +0.3%
CAG
159
Crestwood Advisors Group
Massachusetts
$1.3M +$3.85K +32 +0.3%
CL
160
Choreo LLC
Illinois
$1.3M +$357 +3 +0%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$1.28M +$1.28M +10,647 New
FCH
162
Freestone Capital Holdings
Washington
$1.24M – – –
SS
163
Sound Stewardship
Kansas
$1.24M -$35.5K -295 -3%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$1.21M -$87K -610 -7%
BONH
165
Bank of New Hampshire
New Hampshire
$1.21M -$51.2K -425 -4%
JSW
166
Journey Strategic Wealth
New Jersey
$1.21M +$1.21M +10,031 New
IIC
167
Integrated Investment Consultants
Michigan
$1.2M +$61.4K +510 +5%
P
168
&Partners
Tennessee
$1.18M +$402K +3,339 +52%
GKWIM
169
Gerber Kawasaki Wealth & Investment Management
California
$1.16M -$18.5K -154 -2%
GA
170
GoalVest Advisory
New York
$1.16M – – –
CICC
171
Capital Investment Counsel (Colorado)
Colorado
$1.15M – – –
Jones Financial Companies
172
Jones Financial Companies
Missouri
$1.15M +$770K +6,420 +204%
MOS
173
MGO One Seven
Ohio
$1.14M -$12.9K -107 -1%
FFA
174
First Foundation Advisors
California
$1.13M -$13.7K -114 -1%
CT
175
Coastline Trust
Rhode Island
$1.13M – – –
5 6
7
8 9