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iShares ESG Optimized MSCI USA ETF

497 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 190 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 190

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
301
St. Denis J. Villere & Co
Louisiana
$407K
OFG
302
Oxford Financial Group
Indiana
$407K
FFA
303
First Foundation Advisors
California
$394K -$993K -7,606 -72%
MFS
304
McNamara Financial Services
Massachusetts
$392K
FFW
305
Fusion Family Wealth
New York
$391K
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$391K -$16.7K -128 -4%
AFO
307
Arrowroot Family Office
California
$391K
SPC
308
Sigma Planning Corp
Michigan
$383K -$294K -2,249 -44%
Envestnet Portfolio Solutions
309
Envestnet Portfolio Solutions
Illinois
$381K -$2.09K -16 -0.6%
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$378K +$116K +887 +47%
ABC
311
Associated Banc-Corp
Wisconsin
$378K +$20.5K +157 +6%
WWM
312
WJ Wealth Management
Arizona
$377K -$353K -2,700 -50%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$374K
WA
314
Wealth Architects
California
$371K
KA
315
Klingman & Associates
New York
$365K
KLI
316
Kelman-Lazarov Inc
Tennessee
$364K -$4.83K -37 -1%
FWCM
317
Ferguson Wellman Capital Management
Oregon
$363K -$261 -2 -0.1%
DF
318
Dunhill Financial
United Kingdom
$360K -$59.8K -458 -15%
CIA
319
Concurrent Investment Advisors
Florida
$360K +$30.7K +235 +10%
AA
320
Aufman Associates
Pennsylvania
$351K -$3.4K -26 -1%
SF
321
SWP Financial
California
$350K -$3.4K -26 -1%
HPA
322
High Probability Advisors
New York
$348K -$1.57K -12 -0.5%
HWA
323
HCR Wealth Advisors
California
$348K +$2.87K +22 +0.9%
Empower Advisory Group
324
Empower Advisory Group
Colorado
$343K -$52.9K -405 -14%
CPA
325
Capital Performance Advisors
California
$343K

SUSA Hedge Fund Activity: Q3 2025 in Review

497 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2025, worth a combined $2.2B — up 2.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUSA positions and 23 closed out — a net gain of 13 holders — while 124 added to existing stakes and 190 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12M. The largest seller was BlackRock, cutting an estimated $39.9M.

  • 497 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2025, up from 490 in Q2 2025.
  • Funds reported $2.2B of iShares ESG Optimized MSCI USA ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2025 and 23 closed out, a net change of +13 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2025 was BlackRock, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.