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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 %
FLPIM
201
F.L. Putnam Investment Management
Massachusetts
$923K -$30.8K -253 -3%
SOS
202
Silver Oak Securities
Tennessee
$912K +$912K +7,475 New
VPIM
203
Vanguard Personalized Indexing Management
California
$896K -$76.6K -630 -8%
WP
204
WealthShield Partners
North Carolina
$893K -$65.7K -540 -7%
JFA
205
JNBA Financial Advisors
Minnesota
$886K +$47.9K +394 +6%
CC
206
Citrine Capital
California
$882K +$882K +7,250 New
SPL
207
Smart Portfolios LLC
Washington
$877K -$8.27K -68 -0.9%
ZF
208
Zhang Financial
Michigan
$857K +$365 +3 +0%
CAM
209
Carret Asset Management
New York
$849K +$2.55K +21 +0.3%
RFA
210
Rollins Financial Advisors
New York
$845K -$20.2K -166 -2%
AL
211
Aspiriant LLC
California
$835K +$835K +6,868 New
UL
212
Unionview LLC
Washington
$829K -$22.9K -188 -3%
LT
213
Legacy Trust
Michigan
$826K – – –
SG
214
Sharper & Granite
California
$824K +$32.8K +270 +4%
WP
215
WMS Partners
Maryland
$810K – – –
Members Trust
216
Members Trust
Florida
$805K +$13.9K +114 +2%
SWM
217
SK Wealth Management
Rhode Island
$800K +$149K +1,229 +23%
WF
218
Warner Financial
Maryland
$793K +$1.1K +9 +0.1%
HCM
219
Hengehold Capital Management
Ohio
$774K -$17.4K -143 -2%
NA
220
Nautilus Advisors
California
$754K +$754K +6,200 New
CCM
221
Coldstream Capital Management
Washington
$734K – – –
PCM
222
Parsons Capital Management
Rhode Island
$722K -$19.1K -157 -3%
HBT
223
Hills Bank & Trust
Iowa
$722K – – –
RWM
224
Ritholtz Wealth Management
New York
$716K -$200K -1,643 -22%
MG
225
Mather Group
Illinois
$712K -$1.34K -11 -0.2%
7 8
9
10 11