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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 %
ZF
201
Zhang Financial
Michigan
$848K +$848K +7,046 New
UL
202
Unionview LLC
Washington
$843K +$2.29K +19 +0.3%
CAM
203
Carret Asset Management
New York
$838K +$3.13K +26 +0.4%
JFA
204
JNBA Financial Advisors
Minnesota
$829K -$153K -1,268 -16%
LT
205
Legacy Trust
Michigan
$818K +$818K +6,792 New
APG
206
Abacus Planning Group
South Carolina
$801K +$481 +4 +0.1%
WP
207
WMS Partners
Maryland
$801K +$801K +6,658 New
GT
208
Glenmede Trust
Pennsylvania
$793K – – –
SG
209
Sharper & Granite
California
$783K +$6.62K +55 +0.9%
HCM
210
Hengehold Capital Management
Ohio
$783K – – –
WF
211
Warner Financial
Maryland
$783K +$33K +274 +4%
Members Trust
212
Members Trust
Florida
$783K – – –
Renaissance Technologies
213
Renaissance Technologies
New York
$770K -$999K -8,300 -56%
Comerica Bank
214
Comerica Bank
Texas
$750K +$1.81K +15 +0.2%
PCM
215
Parsons Capital Management
Rhode Island
$734K – – –
CCM
216
Coldstream Capital Management
Washington
$727K – – –
WCM
217
WealthBridge Capital Management
Ohio
$718K +$6.14K +51 +0.9%
HBT
218
Hills Bank & Trust
Iowa
$715K – – –
MG
219
Mather Group
Illinois
$706K -$91.4K -759 -11%
SWM
220
Silverlake Wealth Management
Vermont
$694K +$73.6K +611 +12%
GSWM
221
Greenup Street Wealth Management
Michigan
$683K -$5.9K -49 -0.9%
MCM
222
MAI Capital Management
Ohio
$675K -$29K -241 -4%
WDL
223
Well Done LLC
Michigan
$669K +$2.53K +21 +0.4%
TCOV
224
Trust Company of Vermont
Vermont
$666K – – –
Thrivent Financial for Lutherans
225
Thrivent Financial for Lutherans
Minnesota
$665K -$30.7K -255 -4%
7 8
9
10 11