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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 %
BJL
226
Brighton Jones LLC
Washington
$643K 5,075 +16 +0.3%
SPC
227
Sigma Planning Corp
Michigan
$643K 5,072 -5 -0.1%
MFG
228
Merit Financial Group
Georgia
$641K 5,056 – –
BCI
229
Brinker Capital Investments
Pennsylvania
$639K 5,038 -107 -2%
EWA
230
EP Wealth Advisors
California
$638K 5,035 +294 +6%
GL
231
Graypoint LLC
New York
$635K 5,014 +1 +0%
MG
232
Mather Group
Illinois
$635K 5,011 -798 -14%
RWM
233
Riverbend Wealth Management
South Carolina
$634K 5,000 – –
Brown Advisory
234
Brown Advisory
Maryland
$633K 4,998 – –
TCM
235
TruNorth Capital Management
Michigan
$625K 4,935 – –
AM
236
AGF Management
Ontario, Canada
$621K 4,900 +600 +14%
PMG
237
ProVise Management Group
Florida
$621K 4,898 -122 -2%
SWM
238
Silverlake Wealth Management
Vermont
$620K 4,894 -160 -3%
MGWM
239
Marks Group Wealth Management
Minnesota
$618K 4,878 – –
Vontobel Holding
240
Vontobel Holding
Switzerland
$617K 4,864 – –
BC
241
Brio Consultants
California
$613K 4,840 +961 +25%
MCM
242
MAI Capital Management
Ohio
$607K 4,787 -61 -1%
MF
243
Meridian Financial
Massachusetts
$598K 4,718 -200 -4%
WCM
244
WealthBridge Capital Management
Ohio
$598K 4,717 +150 +3%
MBTD
245
Mechanics Bank - Trust Department
California
$598K 4,717 +1,117 +31%
BB
246
Bell Bank
North Dakota
$598K 4,715 -139 -3%
RIS
247
Richmond Investment Services
Wisconsin
$591K 4,662 +2,333 +100%
KNW
248
Kesler Norman & Wride
Utah
$591K 4,662 – –
GRP
249
Global Retirement Partners
California
$588K 4,635 +4,635 New
RWM
250
Ritholtz Wealth Management
New York
$585K 4,616 -1,093 -19%
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