SUSA icon

iShares ESG Optimized MSCI USA ETF

531 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 60 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:

3.76% more ownership

Funds ownership: 59.96%63.71% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
531
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
BCPWM
276
Bradley & Co Private Wealth Management
Florida
$555K
SFG
277
SNS Financial Group
Minnesota
$550K
ZAM
278
Zevin Asset Management
Massachusetts
$549K
CWM
279
Connecticut Wealth Management
Connecticut
$547K
GPCM
280
Guardsman Private Capital Management
Florida
$544K
NSIM
281
North Star Investment Management
Illinois
$538K
UIA
282
Ulland Investment Advisors
Minnesota
$537K
PRAG
283
Portfolio Resources Advisor Group
Florida
$530K
PAA
284
Peregrine Asset Advisers
Oregon
$528K
FFA
285
First Foundation Advisors
California
$526K
WF
286
Warner Financial
Maryland
$517K
HG
287
Harbor Group
New Hampshire
$515K
WCG
288
Weaver Consulting Group
California
$513K
AWA
289
Asempa Wealth Advisors
Louisiana
$510K
ABC
290
Associated Banc-Corp
Wisconsin
$502K
B
291
Birchbrook
Maine
$497K
DE
292
Diversified Enterprises
Delaware
$495K
SVWAG
293
Sound View Wealth Advisors Group
Georgia
$492K
IIC
294
Integrated Investment Consultants
Michigan
$490K
ATPW
295
Ashton Thomas Private Wealth
Arizona
$476K
HCM
296
Highview Capital Management
Illinois
$476K
MCFP
297
Mallini Complete Financial Planning
Florida
$475K
WA
298
Win Advisors
Florida
$474K
SA
299
Sanctuary Advisors
Indiana
$474K
KFP
300
KMG Fiduciary Partners
Ohio
$473K