We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF
SUSA

490 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, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
226
First Command Advisory Services
Texas
$645K -$825 -7 -0.1%
SCM
227
SCS Capital Management
Massachusetts
$644K -$23.9K -203 -4%
BJL
228
Brighton Jones LLC
Washington
$643K +$1.89K +16 +0.3%
SPC
229
Sigma Planning Corp
Michigan
$643K -$590 -5 -0.1%
MFG
230
Merit Financial Group
Georgia
$641K – – –
BCI
231
Brinker Capital Investments
Pennsylvania
$639K -$12.6K -107 -2%
EWA
232
EP Wealth Advisors
California
$638K +$34.7K +294 +6%
GL
233
Graypoint LLC
New York
$635K +$118 +1 +0%
MG
234
Mather Group
Illinois
$635K -$94.1K -798 -14%
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 +$70.7K +600 +14%
PMG
239
ProVise Management Group
Florida
$621K -$14.4K -122 -2%
SWM
240
Silverlake Wealth Management
Vermont
$620K -$18.9K -160 -3%
MGWM
241
Marks Group Wealth Management
Minnesota
$618K – – –
Vontobel Holding
242
Vontobel Holding
Switzerland
$617K – – –
BC
243
Brio Consultants
California
$613K +$113K +961 +25%
MCM
244
MAI Capital Management
Ohio
$607K -$7.19K -61 -1%
MF
245
Meridian Financial
Massachusetts
$598K -$23.6K -200 -4%
WCM
246
WealthBridge Capital Management
Ohio
$598K +$17.7K +150 +3%
MBTD
247
Mechanics Bank - Trust Department
California
$598K +$132K +1,117 +31%
BB
248
Bell Bank
North Dakota
$598K -$16.4K -139 -3%
RIS
249
Richmond Investment Services
Wisconsin
$591K +$275K +2,333 +100%
KNW
250
Kesler Norman & Wride
Utah
$591K – – –
8 9
10
11 12

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.