SUSA icon

iShares ESG Optimized MSCI USA ETF

532 hedge funds and large institutions have $2.43B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.78% more ownership

Funds ownership: 59.96%63.74% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
276
Progressive Investment Management
Oregon
$557K
BCPWM
277
Bradley & Co Private Wealth Management
Florida
$555K
SFG
278
SNS Financial Group
Minnesota
$550K
ZAM
279
Zevin Asset Management
Massachusetts
$549K
CWM
280
Connecticut Wealth Management
Connecticut
$547K
GPCM
281
Guardsman Private Capital Management
Florida
$544K
NSIM
282
North Star Investment Management
Illinois
$538K
UIA
283
Ulland Investment Advisors
Minnesota
$537K
PRAG
284
Portfolio Resources Advisor Group
Florida
$530K
PAA
285
Peregrine Asset Advisers
Oregon
$528K
FFA
286
First Foundation Advisors
California
$526K
WF
287
Warner Financial
Maryland
$517K
HG
288
Harbor Group
New Hampshire
$515K
WCG
289
Weaver Consulting Group
California
$513K
AWA
290
Asempa Wealth Advisors
Louisiana
$510K
ABC
291
Associated Banc-Corp
Wisconsin
$502K
B
292
Birchbrook
Maine
$497K
DE
293
Diversified Enterprises
Delaware
$495K
SVWAG
294
Sound View Wealth Advisors Group
Georgia
$492K
IIC
295
Integrated Investment Consultants
Michigan
$490K
ATPW
296
Ashton Thomas Private Wealth
Arizona
$476K
HCM
297
Highview Capital Management
Illinois
$476K
MCFP
298
Mallini Complete Financial Planning
Florida
$475K
WA
299
Win Advisors
Florida
$474K
SA
300
Sanctuary Advisors
Indiana
$474K