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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

481 hedge funds and large institutions have $2.12B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 194 reducing their positions, and 16 closing their positions.

Holders
481
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
6.46%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
118
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$38.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$26.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$49.3M
4
AA
4
Acorns Advisers
California
$54M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$54M
2
EI
2
Ellevest Inc
New York
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$74.8M
4
MWM
4
Mission Wealth Management
California
$54.9M
5
LFASL
5
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$186M 1,464,867 -20,750 -1%
Morgan Stanley
2
Morgan Stanley
New York
$133M 1,049,166 -6,931 -0.7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$132M 1,040,107 +42,734 +4%
BlackRock
4
BlackRock
New York
$102M 806,204 -8,114 -1%
ST
5
Spinnaker Trust
Maine
$75.4M 594,652 -10,610 -2%
Ameriprise
6
Ameriprise
Minnesota
$74.8M 590,215 -60,732 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$74.5M 588,010 +15,209 +3%
M&T Bank
8
M&T Bank
New York
$63.8M 503,649 -12,401 -2%
UBS Group
9
UBS Group
Switzerland
$62.1M 489,647 -36,971 -7%
IAS
10
IMA Advisory Services
Colorado
$60.5M 477,637 +7,918 +2%
MWM
11
Mission Wealth Management
California
$54.9M 432,818 -50,807 -11%
AA
12
Acorns Advisers
California
$54M 426,341 +44,163 +12%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$54M 425,834 -1,073,861 -72%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.3M 388,825 +65,573 +20%
Wells Fargo
15
Wells Fargo
California
$47.1M 371,470 -10,085 -3%
LPL Financial
16
LPL Financial
California
$38.9M 306,532 +3,966 +1%
Betterment LLC
17
Betterment LLC
New York
$38.8M 306,480 +123,451 +67%
SRWM
18
Shira Ridge Wealth Management
California
$36.4M 287,444 -34 -0%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$26.1M 206,215 +67,147 +48%
Raymond James Financial
20
Raymond James Financial
Florida
$23.8M 187,899 -14,329 -7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$23.1M 182,517 +36,327 +25%
Truist Financial
22
Truist Financial
North Carolina
$22.6M 178,395 -4,383 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.1M 174,652 -36,853 -17%
Mariner
24
Mariner
Kansas
$22M 173,532 +8,140 +5%
MD
25
Money Design
Japan
$16.9M 133,471 +542 +0.4%
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