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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

470 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K

Top Buyers

1
IAS
IMA Advisory Services
Colorado
+$54M
2
BlackRock
BlackRock
New York
+$38.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.85M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$46.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$19M
3
Ameriprise
Ameriprise
Minnesota
-$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
301
Allodium Investment Consultants
Minnesota
$378K +$97.2K +846 +35%
HIA
302
Harbor Investment Advisory
Maryland
$377K -$1.72K -15 -0.5%
PHIC
303
Pine Haven Investment Counsel
Massachusetts
$377K – – –
WA
304
Wealth Alliance
New York
$375K +$2.53K +22 +0.7%
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$374K +$148K +1,287 +65%
TWM
306
Tradition Wealth Management
Minnesota
$366K +$37.6K +327 +11%
GVCM
307
Global View Capital Management
Wisconsin
$364K -$173K -1,510 -32%
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$361K -$35.7K -311 -9%
WA
309
Wealth Architects
California
$359K +$359K +3,128 New
FWCM
310
Ferguson Wellman Capital Management
Oregon
$353K – – –
SHGA
311
Sand Hill Global Advisors
California
$349K – – –
WLIM
312
White Lighthouse Investment Management
Massachusetts
$346K – – –
SDJVC
313
St. Denis J. Villere & Co
Louisiana
$345K -$277K -2,411 -45%
OFG
314
Oxford Financial Group
Indiana
$344K – – –
LI
315
LVZ Inc
Michigan
$341K – – –
BFS
316
BridgePort Financial Solutions
Iowa
$338K – – –
Empower Advisory Group
317
Empower Advisory Group
Colorado
$337K -$36.4K -317 -10%
MFS
318
McNamara Financial Services
Massachusetts
$334K -$14.6K -127 -4%
FFW
319
Fusion Family Wealth
New York
$331K – – –
TW
320
Transform Wealth
Colorado
$331K -$19.8K -172 -6%
FCIM
321
Fairview Capital Investment Management
California
$330K – – –
CWM
322
Connecticut Wealth Management
Connecticut
$328K +$328K +2,859 New
BCWM
323
Bartlett & Co Wealth Management
Ohio
$317K – – –
SF
324
SWP Financial
California
$315K -$5.28K -46 -2%
KLI
325
Kelman-Lazarov Inc
Tennessee
$313K +$113K +988 +57%
11 12
13
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