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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 %
APG
176
Abacus Planning Group
South Carolina
$1.07M +$258K +2,123 +32%
RCWM
177
Red Crane Wealth Management
California
$1.07M +$1.07M +8,762 New
RRA
178
Round Rock Advisors
Connecticut
$1.06M -$5.84K -48 -0.5%
GA
179
GoalVest Advisory
New York
$1.06M -$115K -942 -10%
MA
180
Mutual Advisors
Nebraska
$1.05M -$4.69K -38 -0.4%
MGIA
181
Moneta Group Investment Advisors
Missouri
$1.04M +$67.6K +556 +7%
HTC
182
Haverford Trust Company
Pennsylvania
$1.03M – – –
GLA
183
Good Life Advisors
Pennsylvania
$1.03M -$1.15M -9,466 -53%
BONH
184
Bank of New Hampshire
New Hampshire
$1.03M -$195K -1,600 -16%
SWA
185
Sax Wealth Advisors
New Jersey
$1.02M +$45.6K +375 +5%
GSWM
186
Greenup Street Wealth Management
Michigan
$1.02M +$329K +2,703 +48%
MP
187
Moment Partners
California
$1.02M +$1.02M +8,369 New
TIA
188
Traphagen Investment Advisors
New Jersey
$1.01M +$11.7K +96 +1%
BPA
189
Beacon Pointe Advisors
California
$988K -$65.7K -540 -6%
DC
190
Destiny Capital
Colorado
$979K – – –
WIM
191
Westside Investment Management
California
$975K -$17.5K -144 -2%
BRIA
192
Balanced Rock Investment Advisors
Massachusetts
$968K -$16.1K -132 -2%
PSC
193
Prentiss Smith & Co
Vermont
$965K -$3.04K -25 -0.3%
AIP
194
Ameritas Investment Partners
Nebraska
$956K -$4.62K -38 -0.5%
NL
195
NEPC LLC
Massachusetts
$945K +$343K +2,818 +57%
FF
196
Finley Financial
Nevada
$937K +$937K +7,610 New
WCWM
197
Willow Creek Wealth Management
California
$934K – – –
HNB
198
Huntington National Bank
Ohio
$932K -$552K – –
FCI
199
Financial Counselors Inc
Kansas
$927K +$393K +3,231 +74%
WANY
200
Wealthspire Advisors (New York)
New York
$925K -$32.2K -265 -3%
6 7
8
9 10