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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

470 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K

Top Buyers

1
IAS
IMA Advisory Services
Colorado
+$54M
2
BlackRock
BlackRock
New York
+$38.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.85M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$46.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$19M
3
Ameriprise
Ameriprise
Minnesota
-$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFC
251
Morris Financial Concepts
South Carolina
$562K -$28.5K -248 -5%
MGWM
252
Marks Group Wealth Management
Minnesota
$560K – – –
Vontobel Holding
253
Vontobel Holding
Switzerland
$559K -$67.9K -591 -11%
BB
254
Bell Bank
North Dakota
$558K -$41.9K -365 -7%
MCM
255
MAI Capital Management
Ohio
$557K -$59.2K -515 -10%
EWA
256
EP Wealth Advisors
California
$545K -$29.6K -258 -5%
DE
257
Diversified Enterprises
Delaware
$536K -$676K -5,882 -56%
KNW
258
Kesler Norman & Wride
Utah
$536K – – –
WCM
259
WealthBridge Capital Management
Ohio
$525K -$34.3K -299 -6%
PFM
260
Peak Financial Management
Massachusetts
$515K -$5.17K -45 -1%
CFA
261
CWS Financial Advisors
Michigan
$506K +$804 +7 +0.2%
PI
262
PFG Investments
New York
$505K +$230 +2 +0%
SFG
263
Sage Financial Group
Pennsylvania
$502K +$2.18K +19 +0.4%
RCS
264
Retirement Capital Strategies
California
$500K -$1.59M -13,844 -76%
AM
265
AGF Management
Ontario, Canada
$494K -$23K -200 -4%
JIC
266
Johnson Investment Counsel
Ohio
$494K – – –
PCFFS
267
Pacific Center for Financial Services
California
$488K -$7.7K -67 -2%
TCOV
268
Trust Company of Vermont
Vermont
$476K -$161K -1,400 -25%
NB
269
NBT Bank
New York
$475K -$804 -7 -0.2%
OFG
270
Opulen Financial Group
Virginia
$466K +$804 +7 +0.2%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$461K -$24.7K -215 -5%
PIM
272
Progressive Investment Management
Oregon
$459K – – –
BCPWM
273
Bradley & Co Private Wealth Management
Florida
$458K -$3.33K -29 -0.7%
SFG
274
SNS Financial Group
Minnesota
$456K – – –
WF
275
Warner Financial
Maryland
$453K -$296K -2,576 -40%
9 10
11
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