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
GRP
251
Global Retirement Partners
California
$588K +$547K +4,635 New
RWM
252
Ritholtz Wealth Management
New York
$585K -$129K -1,093 -19%
PA
253
Pinnacle Associates
New York
$581K -$71.7K -608 -12%
PFM
254
Peak Financial Management
Massachusetts
$580K +$10.6K +90 +2%
CFA
255
CWS Financial Advisors
Michigan
$559K +$825 +7 +0.2%
JIC
256
Johnson Investment Counsel
Ohio
$556K +$10K +85 +2%
SFG
257
Sage Financial Group
Pennsylvania
$555K +$354 +3 +0.1%
PCFFS
258
Pacific Center for Financial Services
California
$539K +$236 +2 +0%
TCOV
259
Trust Company of Vermont
Vermont
$529K +$3.18K +27 +0.7%
CFMC
260
Curbstone Financial Management Corp
New Hampshire
$522K +$485K +4,116 New
DE
261
Diversified Enterprises
Delaware
$520K -$66.5K -564 -12%
OFG
262
Opulen Financial Group
Virginia
$514K -$118 -1 -0%
CIBC Asset Management
263
CIBC Asset Management
Ontario, Canada
$508K – – –
PIM
264
Progressive Investment Management
Oregon
$507K – – –
B
265
Birchbrook
Maine
$506K -$189K -1,601 -29%
BCPWM
266
Bradley & Co Private Wealth Management
Florida
$505K – – –
SFG
267
SNS Financial Group
Minnesota
$503K – – –
AIC
268
Allodium Investment Consultants
Minnesota
$499K +$76.3K +647 +20%
PWMAG
269
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$1.18K +10 +0.3%
ZAM
270
Zevin Asset Management
Massachusetts
$499K – – –
UIA
271
Ulland Investment Advisors
Minnesota
$492K – – –
NSIM
272
North Star Investment Management
Illinois
$490K +$11.8K +100 +3%
WWM
273
Western Wealth Management
Colorado
$485K -$1.65K -14 -0.4%
PAA
274
Peregrine Asset Advisers
Oregon
$480K – – –
SC
275
Savant Capital
Illinois
$473K +$211K +1,792 +92%
9 10
11
12 13

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.