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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 %
BRIA
326
Balanced Rock Investment Advisors
Massachusetts
$320K -$20.5K -162 -6%
HWA
327
HCR Wealth Advisors
California
$320K -$6.34K -50 -2%
CPA
328
Capital Performance Advisors
California
$320K – – –
GPA
329
Guerra Pan Advisors
New Jersey
$320K – – –
AWA
330
Arkadios Wealth Advisors
Georgia
$318K +$3.93K +31 +1%
DWM
331
Dakota Wealth Management
Florida
$317K +$507 +4 +0.2%
FA
332
Flagstar Advisors
New York
$315K +$634 +5 +0.2%
DWT
333
Dorsey & Whitney Trust
South Dakota
$311K – – –
CIA
334
Concurrent Investment Advisors
Florida
$306K +$22.2K +175 +8%
BHWM
335
Bar Harbor Wealth Management
New Hampshire
$304K -$38K -300 -11%
SWM
336
SigFig Wealth Management
California
$304K +$66.6K +529 +28%
FFN
337
Focus Financial Network
Minnesota
$302K – – –
FPW
338
Flagship Private Wealth
Massachusetts
$298K -$1.78K -14 -0.6%
SG
339
StoneX Group
New York
$295K +$295K +2,331 New
GBT
340
Grove Bank & Trust
Florida
$295K – – –
DT
341
Diversified Trust
Tennessee
$294K – – –
WLIM
342
White Lighthouse Investment Management
Massachusetts
$291K -$90.6K -715 -24%
OFP
343
OLIO Financial Planning
Virginia
$291K +$291K +2,293 New
S
344
SignatureFD
Georgia
$289K – – –
First Manhattan
345
First Manhattan
New York
$284K – – –
WFS
346
WealthGarden F.S.
California
$282K +$1.42K +11 +0.5%
AWM
347
AllSquare Wealth Management
New York
$280K – – –
AWP
348
Axis Wealth Partners
Rhode Island
$275K +$2.41K +19 +0.9%
CWA
349
Consilio Wealth Advisors
Washington
$274K +$274K +2,178 New
LIM
350
Leavell Investment Management
Alabama
$273K – – –
12 13
14
15 16