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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 %
BHWM
326
Bar Harbor Wealth Management
New Hampshire
$310K -$8.62K -75 -3%
KA
327
Klingman & Associates
New York
$309K – – –
BRIA
328
Balanced Rock Investment Advisors
Massachusetts
$309K -$606K -5,274 -66%
AA
329
Aufman Associates
Pennsylvania
$300K +$689 +6 +0.2%
Goldman Sachs
330
Goldman Sachs
New York
$298K -$27.5K -239 -8%
HWA
331
HCR Wealth Advisors
California
$296K – – –
TRCT
332
Tower Research Capital (TRC)
New York
$295K +$295K +2,566 New
AIM
333
Acropolis Investment Management
Missouri
$292K – – –
GPA
334
Guerra Pan Advisors
New Jersey
$290K -$15.4K -134 -5%
CPA
335
Capital Performance Advisors
California
$290K – – –
CP
336
Creekside Partners
California
$288K +$230 +2 +0.1%
DWM
337
Dakota Wealth Management
Florida
$287K +$574 +5 +0.2%
LP
338
LGL Partners
Pennsylvania
$286K +$804 +7 +0.3%
FA
339
Flagstar Advisors
New York
$285K -$14.1K -123 -5%
AWA
340
Arkadios Wealth Advisors
Georgia
$284K +$27.1K +236 +11%
HPA
341
High Probability Advisors
New York
$283K +$283K +2,468 New
DWT
342
Dorsey & Whitney Trust
South Dakota
$282K – – –
AWS
343
Atria Wealth Solutions
New York
$276K -$208K -1,811 -43%
FFN
344
Focus Financial Network
Minnesota
$274K +$689 +6 +0.3%
FPW
345
Flagship Private Wealth
Massachusetts
$272K -$30.7K -267 -10%
ATC
346
Adirondack Trust Company
New York
$270K -$8.39K -73 -3%
PIA
347
Panoramic Investment Advisors
Colorado
$268K -$1.84K -16 -0.7%
RIS
348
Richmond Investment Services
Wisconsin
$268K +$230 +2 +0.1%
GBT
349
Grove Bank & Trust
Florida
$267K – – –
DT
350
Diversified Trust
Tennessee
$267K – – –
12 13
14
15 16