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iShares ESG Optimized MSCI USA ETF
SUSA
SUSA
515 hedge funds and large institutions have $2.11B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 153 increasing their positions, 188 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
2.83% less ownership
Funds ownership: 63.74% → 60.91% (-2.8%)
4% less funds holding
Funds holding: 534 → 515 (-19)
13% less capital invested
Capital invested by funds: $2.43B → $2.11B (-$315M)
19% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 188
29% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 34
Holders
515
Holders Change
-19
Holders Change %
-3.56%
% of All Funds
6.34%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
24
Increased
153
Reduced
188
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.56M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$3.65M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.72M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.83M |
Top Sellers
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$56.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.5M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$19.4M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$8.01M |
| 5 |
AF
Align Financial
Hermantown,
Minnesota
|
-$6.02M |
