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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.48%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
38
Increased
119
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$38.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$26.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$49.3M
4
AA
Acorns Advisers
California
$54M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$132M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54M
2
EI
Ellevest Inc
New York
$1.72M
3
Ameriprise
Ameriprise
Minnesota
$74.8M
4
MWM
Mission Wealth Management
California
$54.9M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
301
Connecticut Wealth Management
Connecticut
$391K +$28.3K +223 +8%
NI
302
Natural Investments
California
$387K -$76.7K -607 -17%
LI
303
LVZ Inc
Michigan
$387K +$10.9K +86 +3%
SHGA
304
Sand Hill Global Advisors
California
$385K – – –
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$382K -$31.6K -249 -8%
SDJVC
306
St. Denis J. Villere & Co
Louisiana
$380K – – –
OFG
307
Oxford Financial Group
Indiana
$380K – – –
BFS
308
BridgePort Financial Solutions
Iowa
$373K – – –
Empower Advisory Group
309
Empower Advisory Group
Colorado
$372K – – –
MFS
310
McNamara Financial Services
Massachusetts
$366K -$2.54K -20 -0.7%
FFW
311
Fusion Family Wealth
New York
$366K – – –
AFO
312
Arrowroot Family Office
California
$365K +$365K +2,879 New
Envestnet Portfolio Solutions
313
Envestnet Portfolio Solutions
Illinois
$358K -$39.9K -315 -10%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$350K – – –
WA
315
Wealth Architects
California
$347K -$49.9K -394 -13%
KLI
316
Kelman-Lazarov Inc
Tennessee
$345K – – –
FCIM
317
Fairview Capital Investment Management
California
$345K -$19K -150 -5%
KA
318
Klingman & Associates
New York
$341K – – –
FWCM
319
Ferguson Wellman Capital Management
Oregon
$339K -$50.7K -400 -13%
ABC
320
Associated Banc-Corp
Wisconsin
$333K +$333K +2,629 New
AA
321
Aufman Associates
Pennsylvania
$331K +$507 +4 +0.2%
SF
322
SWP Financial
California
$331K -$16.5K -130 -5%
HPA
323
High Probability Advisors
New York
$327K +$14.2K +112 +5%
AIM
324
Acropolis Investment Management
Missouri
$322K – – –
LP
325
LGL Partners
Pennsylvania
$322K +$645 +5 +0.2%
11 12
13
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