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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.48%
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
119
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$15.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.31M
4
AA
Acorns Advisers
California
+$5.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
EI
Ellevest Inc
New York
-$23.7M
3
Ameriprise
Ameriprise
Minnesota
-$7.7M
4
MWM
Mission Wealth Management
California
-$6.44M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
251
Ritholtz Wealth Management
New York
$585K -$139K -1,093 -19%
PA
252
Pinnacle Associates
New York
$581K -$77.1K -608 -12%
PFM
253
Peak Financial Management
Massachusetts
$580K +$11.4K +90 +2%
CFA
254
CWS Financial Advisors
Michigan
$559K +$887 +7 +0.2%
JIC
255
Johnson Investment Counsel
Ohio
$556K +$10.8K +85 +2%
SFG
256
Sage Financial Group
Pennsylvania
$555K +$380 +3 +0.1%
PCFFS
257
Pacific Center for Financial Services
California
$539K +$254 +2 +0%
TCOV
258
Trust Company of Vermont
Vermont
$529K +$3.42K +27 +0.7%
CFMC
259
Curbstone Financial Management Corp
New Hampshire
$522K +$522K +4,116 New
DE
260
Diversified Enterprises
Delaware
$520K -$71.5K -564 -12%
OFG
261
Opulen Financial Group
Virginia
$514K -$127 -1 -0%
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$508K – – –
PIM
263
Progressive Investment Management
Oregon
$507K – – –
B
264
Birchbrook
Maine
$506K -$203K -1,601 -29%
BCPWM
265
Bradley & Co Private Wealth Management
Florida
$505K – – –
SFG
266
SNS Financial Group
Minnesota
$503K – – –
AIC
267
Allodium Investment Consultants
Minnesota
$499K +$82K +647 +20%
PWMAG
268
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$1.27K +10 +0.3%
ZAM
269
Zevin Asset Management
Massachusetts
$499K – – –
UIA
270
Ulland Investment Advisors
Minnesota
$492K – – –
NSIM
271
North Star Investment Management
Illinois
$490K +$12.7K +100 +3%
WWM
272
Western Wealth Management
Colorado
$485K -$1.77K -14 -0.4%
PAA
273
Peregrine Asset Advisers
Oregon
$480K – – –
SC
274
Savant Capital
Illinois
$473K +$227K +1,792 +92%
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$472K -$17.4K -137 -4%
9 10
11
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