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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
IIC
251
Integrated Investment Consultants
Michigan
$571K -$699K -5,350 -56%
OFG
252
Opulen Financial Group
Virginia
$568K +$17K +130 +3%
KNW
253
Kesler Norman & Wride
Utah
$567K
TCOV
254
Trust Company of Vermont
Vermont
$564K -$1.96K -15 -0.4%
RWM
255
Ritholtz Wealth Management
New York
$561K -$62.4K -478 -10%
FCAS
256
First Command Advisory Services
Texas
$559K -$127K -971 -19%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$544K
PIM
258
Progressive Investment Management
Oregon
$543K
BCPWM
259
Bradley & Co Private Wealth Management
Florida
$540K
SFG
260
SNS Financial Group
Minnesota
$536K -$2.74K -21 -0.5%
ZAM
261
Zevin Asset Management
Massachusetts
$534K
ATPW
262
Ashton Thomas Private Wealth
Arizona
$528K +$242K +1,856 +91%
UIA
263
Ulland Investment Advisors
Minnesota
$526K
NSIM
264
North Star Investment Management
Illinois
$525K
WWM
265
Western Wealth Management
Colorado
$520K +$392 +3 +0.1%
PAA
266
Peregrine Asset Advisers
Oregon
$514K
WF
267
Warner Financial
Maryland
$503K +$392 +3 +0.1%
HG
268
Harbor Group
New Hampshire
$500K +$8.49K +65 +2%
WF
269
WoodTrust Financial
Wisconsin
$500K +$482K +3,689 New
WCG
270
Weaver Consulting Group
California
$499K
CFFNO
271
Common Fund For Nonprofit Organizations
Connecticut
$498K +$32.8K +251 +7%
TAM
272
Trillium Asset Management
Massachusetts
$495K
B
273
Birchbrook
Maine
$490K -$49.9K -382 -10%
BFS
274
Bradley Foster & Sargent
Connecticut
$488K
DE
275
Diversified Enterprises
Delaware
$481K -$72.4K -554 -14%

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.