SUSA icon

iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 189

Holders
492
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
301
McNamara Financial Services
Massachusetts
$392K
FFW
302
Fusion Family Wealth
New York
$391K
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$391K
AFO
304
Arrowroot Family Office
California
$391K
SPC
305
Sigma Planning Corp
Michigan
$383K
Envestnet Portfolio Solutions
306
Envestnet Portfolio Solutions
Illinois
$381K
PFP
307
Pinnacle Financial Partners
Tennessee
$378K
ABC
308
Associated Banc-Corp
Wisconsin
$378K
WWM
309
WJ Wealth Management
Arizona
$377K
BCWM
310
Bartlett & Co Wealth Management
Ohio
$374K
WA
311
Wealth Architects
California
$371K
KA
312
Klingman & Associates
New York
$365K
KLI
313
Kelman-Lazarov Inc
Tennessee
$364K
FWCM
314
Ferguson Wellman Capital Management
Oregon
$363K
DF
315
Dunhill Financial
United Kingdom
$360K
CIA
316
Concurrent Investment Advisors
Florida
$360K
AA
317
Aufman Associates
Pennsylvania
$351K
SF
318
SWP Financial
California
$350K
HPA
319
High Probability Advisors
New York
$348K
HWA
320
HCR Wealth Advisors
California
$348K
Empower Advisory Group
321
Empower Advisory Group
Colorado
$343K
CPA
322
Capital Performance Advisors
California
$343K
GPA
323
Guerra Pan Advisors
New Jersey
$343K
FCIM
324
Fairview Capital Investment Management
California
$342K
AWA
325
Arkadios Wealth Advisors
Georgia
$341K