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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, 126 increasing their positions, 192 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
126
Reduced
192
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 %
ZAM
276
Zevin Asset Management
Massachusetts
$452K – – –
PWMAG
277
Pinnacle Wealth Management Advisory Group
New Jersey
$451K +$112K +977 +33%
UIA
278
Ulland Investment Advisors
Minnesota
$446K -$575K -5,000 -56%
BC
279
Brio Consultants
California
$446K -$41K -357 -8%
SVWAG
280
Sound View Wealth Advisors Group
Georgia
$444K -$2.3K -20 -0.5%
WWM
281
Western Wealth Management
Colorado
$441K +$345 +3 +0.1%
PAA
282
Peregrine Asset Advisers
Oregon
$435K +$2.07K +18 +0.5%
NSIM
283
North Star Investment Management
Illinois
$433K – – –
TAM
284
Trillium Asset Management
Massachusetts
$431K -$14K -122 -3%
AGA
285
Arkos Global Advisors
Texas
$425K -$804 -7 -0.2%
WCG
286
Weaver Consulting Group
California
$423K – – –
NI
287
Natural Investments
California
$421K +$82.4K +718 +24%
MBTD
288
Mechanics Bank - Trust Department
California
$414K -$71.2K -620 -15%
BFS
289
Bradley Foster & Sargent
Connecticut
$414K – – –
FT
290
Fiduciary Trust
Massachusetts
$400K +$201K +1,751 +101%
CFFNO
291
Common Fund For Nonprofit Organizations
Connecticut
$400K +$16.4K +143 +4%
HG
292
Harbor Group
New Hampshire
$394K -$3.1K -27 -0.8%
HCM
293
Highview Capital Management
Illinois
$392K – – –
MCFP
294
Mallini Complete Financial Planning
Florida
$392K -$415K – –
FHA
295
Flagship Harbor Advisors
Massachusetts
$392K +$8.27K +72 +2%
AWM
296
Affinity Wealth Management
Delaware
$391K – – –
SAM
297
Sherman Asset Management
California
$391K – – –
KFP
298
KMG Fiduciary Partners
Ohio
$389K -$8.62K -75 -2%
CFG
299
Citizens Financial Group
Rhode Island
$384K +$384K +3,345 New
DF
300
Dunhill Financial
United Kingdom
$382K +$359K +3,126 +1,532%
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