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iShares ESG Optimized MSCI USA ETF

497 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 190 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 190

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SCS Capital Management
Massachusetts
$689K +$131 +1 +0%
BJL
227
Brighton Jones LLC
Washington
$689K +$131 +1 +0%
MFG
228
Merit Financial Group
Georgia
$686K
RWM
229
Riverbend Wealth Management
South Carolina
$678K
MG
230
Mather Group
Illinois
$677K -$2.87K -22 -0.4%
TCM
231
TruNorth Capital Management
Michigan
$669K
MGWM
232
Marks Group Wealth Management
Minnesota
$662K
PMG
233
ProVise Management Group
Florida
$661K -$3K -23 -0.5%
Vontobel Holding
234
Vontobel Holding
Switzerland
$653K -$6.27K -48 -1%
BCI
235
Brinker Capital Investments
Pennsylvania
$652K -$30.4K -233 -5%
PFM
236
Peak Financial Management
Massachusetts
$650K +$28.7K +220 +5%
MCM
237
MAI Capital Management
Ohio
$644K -$5.62K -43 -0.9%
SWP
238
Stratos Wealth Partners
Ohio
$640K -$122K -934 -17%
GRP
239
Global Retirement Partners
California
$637K +$7.58K +58 +1%
BC
240
Brio Consultants
California
$634K -$21.7K -166 -3%
WFA
241
West Financial Advisors
Iowa
$631K -$73K -559 -11%
SAI
242
Savvy Advisors Inc
New York
$623K +$600K +4,591 New
WCM
243
WealthBridge Capital Management
Ohio
$618K -$21.4K -164 -3%
RIS
244
Richmond Investment Services
Wisconsin
$613K -$18.3K -140 -3%
CFA
245
CWS Financial Advisors
Michigan
$604K +$5.75K +44 +1%
SFG
246
Sage Financial Group
Pennsylvania
$594K +$522 +4 +0.1%
MF
247
Meridian Financial
Massachusetts
$583K -$54.6K -418 -9%
JIC
248
Johnson Investment Counsel
Ohio
$581K -$13.1K -100 -2%
PCFFS
249
Pacific Center for Financial Services
California
$578K +$392 +3 +0.1%
SG
250
Sharper & Granite
California
$576K -$276K -2,110 -33%

SUSA Hedge Fund Activity: Q3 2025 in Review

497 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2025, worth a combined $2.2B — up 2.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUSA positions and 23 closed out — a net gain of 13 holders — while 124 added to existing stakes and 190 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12M. The largest seller was BlackRock, cutting an estimated $39.9M.

  • 497 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2025, up from 490 in Q2 2025.
  • Funds reported $2.2B of iShares ESG Optimized MSCI USA ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2025 and 23 closed out, a net change of +13 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2025 was BlackRock, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.