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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
1
Mercer Global Advisors
Colorado
$7.06M
2
ASN
2
Advisory Services Network
Georgia
$8.15M
3
SA
3
Stewardship Advisors
Pennsylvania
$12.6M
4
GIP
4
Granite Investment Partners
California
$2.66M
5
Truist Financial
5
Truist Financial
North Carolina
$21.7M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.46K
2
ECA
2
Elevation Capital Advisory
Oregon
$0
3
AAS
3
Ameritas Advisory Services
Nebraska
$1.07M
4
KWM
4
Kingsview Wealth Management
Oregon
$0
5
UBS Group
5
UBS Group
Switzerland
$67.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
151
Crestwood Advisors Group
Massachusetts
$1.34M +$22K +181 +2%
SCA
152
Snowden Capital Advisors
New York
$1.33M +$2.68K +22 +0.2%
FA
153
Fountainhead AM
New Jersey
$1.31M -$153K -1,258 -10%
MCCA
154
Mill Creek Capital Advisors
Pennsylvania
$1.29M -$176K -1,447 -12%
DE
155
Diversified Enterprises
Delaware
$1.28M -$117K -961 -8%
FFA
156
First Foundation Advisors
California
$1.28M +$137K +1,128 +12%
FCH
157
Freestone Capital Holdings
Washington
$1.26M +$4.5K +37 +0.4%
SS
158
Sound Stewardship
Kansas
$1.24M -$9.24K -76 -0.7%
Bank Julius Baer & Co
159
Bank Julius Baer & Co
Switzerland
$1.23M +$93.3K +695 +8%
CL
160
Choreo LLC
Illinois
$1.21M -$111K -914 -8%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$1.21M +$552K +4,542 +84%
JSW
162
Journey Strategic Wealth
New Jersey
$1.2M -$18K -148 -1%
IIC
163
Integrated Investment Consultants
Michigan
$1.19M -$22.4K -184 -2%
SWP
164
Stratos Wealth Partners
Ohio
$1.17M -$483K -3,976 -29%
CICC
165
Capital Investment Counsel (Colorado)
Colorado
$1.16M – – –
PA
166
Parkside Advisors
California
$1.15M -$297K -2,445 -21%
MSA
167
Marino Stram & Associates
Massachusetts
$1.14M +$3.4K +28 +0.3%
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
$1.13M -$45.6K -375 -4%
WB
169
WesBanco Bank
West Virginia
$1.12M -$312K -2,565 -22%
MOS
170
MGO One Seven
Ohio
$1.1M -$55.4K -456 -5%
CT
171
Coastline Trust
Rhode Island
$1.09M -$51.1K -420 -4%
UIA
172
Ulland Investment Advisors
Minnesota
$1.08M – – –
Citigroup
173
Citigroup
New York
$1.07M +$47.1K +387 +5%
OSAM
174
O'Shaughnessy Asset Management
Connecticut
$1.07M +$1.06M +8,758 +21,895%
AAS
175
Ameritas Advisory Services
Nebraska
$1.07M -$4.71M -38,727 -81%
5 6
7
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