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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.

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
Raymond James Financial
1
Raymond James Financial
Florida
$44.7M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$7.06M
3
ASN
3
Advisory Services Network
Georgia
$8.15M
4
CWA
4
Crux Wealth Advisors
California
$3.8M
5
SA
5
Stewardship Advisors
Pennsylvania
$12.6M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$196M 1,611,260 +19,255 +1%
Bank of America
2
Bank of America
North Carolina
$181M 1,487,429 -5,587 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$139M 1,144,581 -18,378 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$122M 1,003,979 +5,003 +0.5%
Ameriprise
5
Ameriprise
Minnesota
$95.5M 785,643 -26,802 -3%
ST
6
Spinnaker Trust
Maine
$75.8M 623,589 -5,499 -0.9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$70.8M 582,503 +3,419 +0.6%
UBS Group
8
UBS Group
Switzerland
$67.2M 552,772 -29,434 -5%
M&T Bank
9
M&T Bank
New York
$63.9M 525,415 +13,279 +3%
BlackRock
10
BlackRock
New York
$58.3M 479,490 +10,931 +2%
MWM
11
Mission Wealth Management
California
$56.1M 461,404 +168 +0%
Wells Fargo
12
Wells Fargo
California
$46.9M 385,755 -10,746 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$46.8M 384,850 +1,601 +0.4%
AA
14
Acorns Advisers
California
$45.3M 372,814 +2,158 +0.6%
Raymond James Financial
15
Raymond James Financial
Florida
$44.7M 368,019 +368,019 New
LPL Financial
16
LPL Financial
California
$37.7M 310,078 -6,341 -2%
SRWM
17
Shira Ridge Wealth Management
California
$32.1M 263,649 +1,420 +0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$31M 254,936 +17,650 +7%
EI
19
Ellevest Inc
New York
$28.4M 233,514 -867 -0.4%
WIA
20
World Investment Advisors
California
$22.7M 186,336 -10,953 -6%
Betterment LLC
21
Betterment LLC
New York
$22.5M 185,376 -4,702 -2%
Truist Financial
22
Truist Financial
North Carolina
$21.7M 178,754 +20,301 +13%
US Bancorp
23
US Bancorp
Minnesota
$19.9M 163,548 -6,480 -4%
Mariner
24
Mariner
Kansas
$19.7M 162,083 +7,075 +5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$18.3M 150,501 +4,951 +3%
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