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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.

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$192M 1,592,005 -9,861 -0.6%
Bank of America
2
Bank of America
North Carolina
$180M 1,493,016 -9,360 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$140M 1,162,959 -14,565 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$120M 998,976 -1,882 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$97.8M 812,445 -24,977 -3%
ST
6
Spinnaker Trust
Maine
$75.7M 629,088 -71,703 -10%
UBS Group
7
UBS Group
Switzerland
$70.1M 582,206 -3,434 -0.6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$69.7M 579,084 -34,179 -6%
M&T Bank
9
M&T Bank
New York
$61.6M 512,136 +3,383 +0.7%
BlackRock
10
BlackRock
New York
$56.4M 468,559 +9,759 +2%
MWM
11
Mission Wealth Management
California
$55.5M 461,236 +8,936 +2%
Wells Fargo
12
Wells Fargo
California
$47.7M 396,501 -9,224 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$46.1M 383,249 – –
AA
14
Acorns Advisers
California
$44.6M 370,656 +5,023 +1%
LPL Financial
15
LPL Financial
California
$38.1M 316,419 -8,901 -3%
SRWM
16
Shira Ridge Wealth Management
California
$31.6M 262,229 -10,658 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$28.6M 237,286 +26,485 +13%
EI
18
Ellevest Inc
New York
$28.2M 234,381 -693 -0.3%
WIA
19
World Investment Advisors
California
$23.7M 197,289 +195,314 +9,889%
Betterment LLC
20
Betterment LLC
New York
$22.9M 190,078 -2,706 -1%
US Bancorp
21
US Bancorp
Minnesota
$20.5M 170,028 -10,444 -6%
Truist Financial
22
Truist Financial
North Carolina
$19.1M 158,453 -22,682 -13%
Mariner
23
Mariner
Kansas
$18.7M 155,008 +5,871 +4%
FEG
24
Fund Evaluation Group
Ohio
$18.5M 153,683 -45,193 -23%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$17.5M 145,550 +1,577 +1%
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