SUSA icon

iShares ESG Optimized MSCI USA ETF

471 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

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

34% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 192

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$23K
Net Calls
Net Calls Change

Top Sellers

1 -$46.8M
2 -$19M
3 -$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
Change in
Stake
ZAM
276
Zevin Asset Management
Massachusetts
$452K
PWMAG
277
Pinnacle Wealth Management Advisory Group
New Jersey
$451K
UIA
278
Ulland Investment Advisors
Minnesota
$446K
BC
279
Brio Consultants
California
$446K
SVWAG
280
Sound View Wealth Advisors Group
Georgia
$444K
WWM
281
Western Wealth Management
Colorado
$441K
PAA
282
Peregrine Asset Advisers
Oregon
$435K
NSIM
283
North Star Investment Management
Illinois
$433K
TAM
284
Trillium Asset Management
Massachusetts
$431K
AGA
285
Arkos Global Advisors
Texas
$425K
WCG
286
Weaver Consulting Group
California
$423K
NI
287
Natural Investments
California
$421K
MBTD
288
Mechanics Bank - Trust Department
California
$414K
BFS
289
Bradley Foster & Sargent
Connecticut
$414K
FT
290
Fiduciary Trust
Massachusetts
$400K
CFFNO
291
Common Fund For Nonprofit Organizations
Connecticut
$400K
HG
292
Harbor Group
New Hampshire
$394K
HCM
293
Highview Capital Management
Illinois
$392K
MCFP
294
Mallini Complete Financial Planning
Florida
$392K
FHA
295
Flagship Harbor Advisors
Massachusetts
$392K
AWM
296
Affinity Wealth Management
Delaware
$391K
SAM
297
Sherman Asset Management
California
$391K
KFP
298
KMG Fiduciary Partners
Ohio
$389K
CFG
299
Citizens Financial Group
Rhode Island
$384K
DF
300
Dunhill Financial
United Kingdom
$382K