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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 %
GT
201
Glenmede Trust
Pennsylvania
$740K -$7.64K -68 -1%
HCM
202
Hengehold Capital Management
Ohio
$731K +$674 +6 +0.1%
Members Trust
203
Members Trust
Florida
$731K -$38.9K -346 -5%
SG
204
Sharper & Granite
California
$725K -$7.3K -65 -1%
P
205
&Partners
Tennessee
$725K +$518K +4,612 +251%
MG
206
Mather Group
Illinois
$723K +$699K +6,399 +2,807%
TRCT
207
Tower Research Capital (TRC)
New York
$703K +$294K +2,618 +72%
WF
208
Warner Financial
Maryland
$701K +$787 +7 +0.1%
Comerica Bank
209
Comerica Bank
Texas
$699K -$558K -4,963 -44%
PCM
210
Parsons Capital Management
Rhode Island
$685K -$9.44K -84 -1%
CCM
211
Coldstream Capital Management
Washington
$679K – – –
MWM
212
Modera Wealth Management
New Jersey
$673K -$47.1K -419 -7%
HBT
213
Hills Bank & Trust
Iowa
$667K – – –
WCM
214
WealthBridge Capital Management
Ohio
$665K -$24.6K -219 -4%
MCM
215
MAI Capital Management
Ohio
$657K +$1.24K +11 +0.2%
Thrivent Financial for Lutherans
216
Thrivent Financial for Lutherans
Minnesota
$649K -$8.31K -74 -1%
PMG
217
ProVise Management Group
Florida
$645K -$13.3K -118 -2%
GSWM
218
Greenup Street Wealth Management
Michigan
$643K -$18.8K -167 -3%
BB
219
Bell Bank
North Dakota
$631K -$251K -2,230 -28%
KDA
220
Kraft Davis & Associates
Missouri
$629K +$1.82K +16 +0.3%
SPC
221
Sigma Planning Corp
Michigan
$625K -$77K -685 -11%
WFA
222
West Financial Advisors
Iowa
$623K +$39.2K +349 +7%
WDL
223
Well Done LLC
Michigan
$623K +$1.46K +13 +0.2%
TCOV
224
Trust Company of Vermont
Vermont
$622K -$18.3K -163 -3%
BJL
225
Brighton Jones LLC
Washington
$622K +$16K +142 +3%
7 8
9
10 11