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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 %
Citigroup
176
Citigroup
New York
$962K -$120K -1,066 -11%
HTC
177
Haverford Trust Company
Pennsylvania
$953K – – –
MGIA
178
Moneta Group Investment Advisors
Missouri
$948K +$450 +4 +0%
TIA
179
Traphagen Investment Advisors
New Jersey
$931K +$225 +2 +0%
HI
180
Harbour Investments
Wisconsin
$928K -$256K -2,281 -22%
JFA
181
JNBA Financial Advisors
Minnesota
$917K -$86.6K -771 -9%
BRIA
182
Balanced Rock Investment Advisors
Massachusetts
$911K +$68.1K +606 +8%
AIP
183
Ameritas Investment Partners
Nebraska
$902K -$60.9K -542 -6%
WP
184
WealthShield Partners
North Carolina
$896K -$47.2K -420 -5%
PSC
185
Prentiss Smith & Co
Vermont
$886K +$674 +6 +0.1%
RWM
186
Ritholtz Wealth Management
New York
$880K -$132K -1,177 -13%
FLPIM
187
F.L. Putnam Investment Management
Massachusetts
$865K – – –
WCWM
188
Willow Creek Wealth Management
California
$863K -$31.5K -280 -4%
EDRIA
189
Edmonds Duncan Registered Investment Advisors
Kansas
$855K +$155K +1,383 +22%
SPL
190
Smart Portfolios LLC
Washington
$833K -$11.3K -101 -1%
SWA
191
Sax Wealth Advisors
New Jersey
$832K +$94.3K +839 +13%
RFA
192
Rollins Financial Advisors
New York
$800K -$81.6K -726 -9%
MFA
193
McClarren Financial Advisors
Pennsylvania
$795K -$24.4M -6,866 -97%
FTUS
194
Flow Traders U.S.
New York
$792K -$2.68M -23,880 -77%
UL
195
Unionview LLC
Washington
$785K -$13.4K -119 -2%
Jane Street
196
Jane Street
New York
$783K +$54.6K +486 +7%
CAM
197
Carret Asset Management
New York
$780K +$1.8K +16 +0.2%
SOS
198
Silver Oak Securities
Tennessee
$777K +$777K +6,916 New
BSW
199
Buckingham Strategic Wealth
Missouri
$755K – – –
APG
200
Abacus Planning Group
South Carolina
$748K +$17.9K +159 +2%
6 7
8
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