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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$180M 1,601,866 -21,437 -1%
Bank of America
2
Bank of America
North Carolina
$169M 1,502,376 -33,481 -2%
Morgan Stanley
3
Morgan Stanley
New York
$132M 1,177,524 -12,825 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$112M 1,000,858 -12,600 -1%
Ameriprise
5
Ameriprise
Minnesota
$94.1M 837,422 -37,186 -4%
ST
6
Spinnaker Trust
Maine
$78.7M 700,791 -107,895 -13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$68.9M 613,263 +9,990 +2%
UBS Group
8
UBS Group
Switzerland
$65.8M 585,640 -13,010 -2%
M&T Bank
9
M&T Bank
New York
$57.2M 508,753 -8,883 -2%
BlackRock
10
BlackRock
New York
$51.6M 458,800 +7,279 +2%
MWM
11
Mission Wealth Management
California
$50.8M 452,300 -26,182 -5%
Wells Fargo
12
Wells Fargo
California
$45.6M 405,725 -14,923 -4%
Deutsche Bank
13
Deutsche Bank
Germany
$43.1M 383,249 – –
AA
14
Acorns Advisers
California
$41.1M 365,633 +9,816 +3%
LPL Financial
15
LPL Financial
California
$36.6M 325,320 -3,640 -1%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$34.2M 304,258 +3,363 +1%
SRWM
17
Shira Ridge Wealth Management
California
$30.7M 272,887 -1,660 -0.6%
EI
18
Ellevest Inc
New York
$26.4M 235,074 +1,615 +0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$23.7M 210,801 -6,303 -3%
FEG
20
Fund Evaluation Group
Ohio
$22.3M 198,876 -4,541 -2%
Betterment LLC
21
Betterment LLC
New York
$21.7M 192,784 -6,741 -3%
Truist Financial
22
Truist Financial
North Carolina
$20.4M 181,135 -101 -0.1%
US Bancorp
23
US Bancorp
Minnesota
$20.3M 180,472 -26,489 -13%
Mariner
24
Mariner
Kansas
$16.8M 149,137 +10,575 +8%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$16.2M 143,973 +3,133 +2%
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