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
DWM
326
Dakota Wealth Management
Florida
$340K
LP
327
LGL Partners
Pennsylvania
$339K
DWT
328
Dorsey & Whitney Trust
South Dakota
$332K
BRIA
329
Balanced Rock Investment Advisors
Massachusetts
$329K
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$325K
AIM
331
Acropolis Investment Management
Missouri
$322K
FPW
332
Flagship Private Wealth
Massachusetts
$320K
BHWM
333
Bar Harbor Wealth Management
New Hampshire
$318K
GBT
334
Grove Bank & Trust
Florida
$316K
DT
335
Diversified Trust
Tennessee
$315K
FFN
336
Focus Financial Network
Minnesota
$313K
WLIM
337
White Lighthouse Investment Management
Massachusetts
$312K
OFP
338
OLIO Financial Planning
Virginia
$311K
S
339
SignatureFD
Georgia
$309K
DAS
340
Diversify Advisory Services
Utah
$305K
PGAM
341
Princeton Global Asset Management
New Jersey
$304K
First Manhattan
342
First Manhattan
New York
$304K
WFS
343
WealthGarden F.S.
California
$300K
FWM
344
Forza Wealth Management
Florida
$297K
CWA
345
Consilio Wealth Advisors
Washington
$296K
LIM
346
Leavell Investment Management
Alabama
$292K
AWP
347
Axis Wealth Partners
Rhode Island
$287K
Neuberger Berman Group
348
Neuberger Berman Group
New York
$285K
MFG
349
Magnus Financial Group
New York
$282K
FFC
350
Frederick Financial Consultants
Maryland
$281K