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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
SVWAG
276
Sound View Wealth Advisors Group
Georgia
$479K -$25.9K -198 -5%
AIC
277
Allodium Investment Consultants
Minnesota
$474K -$58.1K -445 -11%
KFP
278
KMG Fiduciary Partners
Ohio
$469K +$8.88K +68 +2%
AGA
279
Arkos Global Advisors
Texas
$467K -$13.6K -104 -3%
HCM
280
Highview Capital Management
Illinois
$463K
MCFP
281
Mallini Complete Financial Planning
Florida
$463K
FHA
282
Flagship Harbor Advisors
Massachusetts
$462K -$11.8K -90 -3%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$460K -$914 -7 -0.2%
SS
284
Sound Stewardship
Kansas
$459K +$131 +1 +0%
FT
285
Fiduciary Trust
Massachusetts
$458K
SC
286
Savant Capital
Illinois
$455K -$49.2K -377 -10%
PI
287
PFG Investments
New York
$455K +$261 +2 +0.1%
CFG
288
Citizens Financial Group
Rhode Island
$454K
HIA
289
Harbor Investment Advisory
Maryland
$444K -$1.7K -13 -0.4%
CWP
290
Corepath Wealth Partners
Arizona
$441K +$421K +3,220 New
SA
291
Sanctuary Advisors
Indiana
$438K +$261 +2 +0.1%
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$433K +$131 +1 +0%
TWM
293
Tradition Wealth Management
Minnesota
$429K +$131 +1 +0%
PHIC
294
Pine Haven Investment Counsel
Massachusetts
$426K -$17.6K -135 -4%
CWM
295
Connecticut Wealth Management
Connecticut
$419K +$653 +5 +0.2%
IRP
296
Investment Research Partners
Pennsylvania
$418K +$391K +2,997 New
BFS
297
BridgePort Financial Solutions
Iowa
$416K +$16.2K +124 +4%
LI
298
LVZ Inc
Michigan
$414K -$392 -3 -0.1%
PA
299
Pinnacle Associates
New York
$413K -$201K -1,541 -34%
SHGA
300
Sand Hill Global Advisors
California
$412K

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.