SUSA icon

iShares ESG Optimized MSCI USA ETF

486 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.87% less ownership

Funds ownership: 60.96%60.1% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
226
First Command Advisory Services
Texas
$645K
SCM
227
SCS Capital Management
Massachusetts
$644K
BJL
228
Brighton Jones LLC
Washington
$643K
SPC
229
Sigma Planning Corp
Michigan
$643K
MFG
230
Merit Financial Group
Georgia
$641K
BCI
231
Brinker Capital Investments
Pennsylvania
$639K
EWA
232
EP Wealth Advisors
California
$638K
GL
233
Graypoint LLC
New York
$635K
MG
234
Mather Group
Illinois
$635K
RWM
235
Riverbend Wealth Management
South Carolina
$634K
Brown Advisory
236
Brown Advisory
Maryland
$633K
TCM
237
TruNorth Capital Management
Michigan
$625K
AM
238
AGF Management
Ontario, Canada
$621K
PMG
239
ProVise Management Group
Florida
$621K
SWM
240
Silverlake Wealth Management
Vermont
$620K
MGWM
241
Marks Group Wealth Management
Minnesota
$618K
Vontobel Holding
242
Vontobel Holding
Switzerland
$617K
BC
243
Brio Consultants
California
$613K
MCM
244
MAI Capital Management
Ohio
$607K
MF
245
Meridian Financial
Massachusetts
$598K
WCM
246
WealthBridge Capital Management
Ohio
$598K
MBTD
247
Mechanics Bank - Trust Department
California
$598K
BB
248
Bell Bank
North Dakota
$598K
RIS
249
Richmond Investment Services
Wisconsin
$591K
KNW
250
Kesler Norman & Wride
Utah
$591K