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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
GPA
326
Guerra Pan Advisors
New Jersey
$343K
FCIM
327
Fairview Capital Investment Management
California
$342K -$26.1K -200 -7%
AWA
328
Arkadios Wealth Advisors
Georgia
$341K +$914 +7 +0.3%
DWM
329
Dakota Wealth Management
Florida
$340K +$522 +4 +0.2%
LP
330
LGL Partners
Pennsylvania
$339K +$784 +6 +0.2%
CAIM
331
Catherine Avery Investment Management
Florida
$338K
DWT
332
Dorsey & Whitney Trust
South Dakota
$332K
BRIA
333
Balanced Rock Investment Advisors
Massachusetts
$329K -$13.6K -104 -4%
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
$325K -$201K -1,541 -39%
AIM
335
Acropolis Investment Management
Missouri
$322K
FPW
336
Flagship Private Wealth
Massachusetts
$320K +$784 +6 +0.3%
BHWM
337
Bar Harbor Wealth Management
New Hampshire
$318K -$7.84K -60 -2%
GBT
338
Grove Bank & Trust
Florida
$316K
DT
339
Diversified Trust
Tennessee
$315K
FFN
340
Focus Financial Network
Minnesota
$313K -$9.27K -71 -3%
WLIM
341
White Lighthouse Investment Management
Massachusetts
$312K +$914 +7 +0.3%
OFP
342
OLIO Financial Planning
Virginia
$311K
S
343
SignatureFD
Georgia
$309K
DAS
344
Diversify Advisory Services
Utah
$305K +$285K +2,181 New
PGAM
345
Princeton Global Asset Management
New Jersey
$304K +$75.8K +580 +35%
First Manhattan
346
First Manhattan
New York
$304K
WFS
347
WealthGarden F.S.
California
$300K -$392 -3 -0.1%
AWM
348
AllSquare Wealth Management
New York
$300K
FWM
349
Forza Wealth Management
Florida
$297K +$26.1K +200 +10%
CWA
350
Consilio Wealth Advisors
Washington
$296K +$914 +7 +0.3%

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.