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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
$38.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$26.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.3M
4
AA
Acorns Advisers
California
$54M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54M
2
EI
Ellevest Inc
New York
$1.72M
3
Ameriprise
Ameriprise
Minnesota
$74.8M
4
MWM
Mission Wealth Management
California
$54.9M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
276
Warner Financial
Maryland
$469K -$30.4K -240 -6%
WCG
277
Weaver Consulting Group
California
$467K – – –
TAM
278
Trillium Asset Management
Massachusetts
$462K -$12.7K -100 -3%
HG
279
Harbor Group
New Hampshire
$459K +$24.6K +194 +6%
BFS
280
Bradley Foster & Sargent
Connecticut
$456K – – –
AGA
281
Arkos Global Advisors
Texas
$449K -$19.8K -156 -4%
FHA
282
Flagship Harbor Advisors
Massachusetts
$443K +$10.8K +85 +2%
CFFNO
283
Common Fund For Nonprofit Organizations
Connecticut
$433K -$8.49K -67 -2%
HCM
284
Highview Capital Management
Illinois
$433K – – –
MCFP
285
Mallini Complete Financial Planning
Florida
$432K -$392K – –
AWM
286
Affinity Wealth Management
Delaware
$432K – – –
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
$430K -$341K -2,693 -44%
KFP
288
KMG Fiduciary Partners
Ohio
$429K -$127 -1 -0%
SS
289
Sound Stewardship
Kansas
$429K -$653K -5,149 -60%
FT
290
Fiduciary Trust
Massachusetts
$428K -$13.8K -109 -3%
PI
291
PFG Investments
New York
$425K -$132K -1,045 -24%
CFG
292
Citizens Financial Group
Rhode Island
$424K – – –
TRCT
293
Tower Research Capital (TRC)
New York
$422K +$97.2K +767 +30%
HIA
294
Harbor Investment Advisory
Maryland
$416K – – –
PHIC
295
Pine Haven Investment Counsel
Massachusetts
$416K – – –
WA
296
Wealth Alliance
New York
$414K +$887 +7 +0.2%
Goldman Sachs
297
Goldman Sachs
New York
$409K +$80.1K +632 +24%
Kovitz Investment Group Partners
298
Kovitz Investment Group Partners
Illinois
$405K +$405K +3,191 New
TWM
299
Tradition Wealth Management
Minnesota
$401K -$3.3K -26 -0.8%
DF
300
Dunhill Financial
United Kingdom
$394K -$27.8K -219 -7%
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