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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 %
MSA
176
Marino Stram & Associates
Massachusetts
$1.13M +$3.97K +33 +0.4%
UIA
177
Ulland Investment Advisors
Minnesota
$1.07M – – –
RRA
178
Round Rock Advisors
Connecticut
$1.06M – – –
BPA
179
Beacon Pointe Advisors
California
$1.04M -$85.1K -707 -8%
MA
180
Mutual Advisors
Nebraska
$1.03M -$8.3K -69 -0.8%
HTC
181
Haverford Trust Company
Pennsylvania
$1.02M – – –
Citigroup
182
Citigroup
New York
$1.01M -$17.5K -145 -2%
TIA
183
Traphagen Investment Advisors
New Jersey
$993K -$3.97K -33 -0.4%
WIM
184
Westside Investment Management
California
$983K -$101K -838 -9%
BRIA
185
Balanced Rock Investment Advisors
Massachusetts
$975K -$963 -8 -0.1%
SWA
186
Sax Wealth Advisors
New Jersey
$969K +$77.4K +643 +9%
MGIA
187
Moneta Group Investment Advisors
Missouri
$964K -$51.5K -428 -5%
VPIM
188
Vanguard Personalized Indexing Management
California
$962K +$962K +7,995 New
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$960K +$697K +5,792 +266%
PSC
190
Prentiss Smith & Co
Vermont
$958K +$9.03K +75 +1%
DC
191
Destiny Capital
Colorado
$955K -$275K -2,314 -22%
AIP
192
Ameritas Investment Partners
Nebraska
$951K -$15K -125 -2%
WP
193
WealthShield Partners
North Carolina
$949K -$10.8K -90 -1%
WANY
194
Wealthspire Advisors (New York)
New York
$947K -$1.38M -11,442 -59%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$945K +$18.3K +152 +2%
WCWM
196
Willow Creek Wealth Management
California
$924K – – –
EDRIA
197
Edmonds Duncan Registered Investment Advisors
Kansas
$922K +$5.54K +46 +0.6%
RWM
198
Ritholtz Wealth Management
New York
$906K -$36.4K -302 -4%
SPL
199
Smart Portfolios LLC
Washington
$876K -$15.9K -132 -2%
RFA
200
Rollins Financial Advisors
New York
$857K – – –
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8
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