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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 %
Neuberger Berman Group
351
Neuberger Berman Group
New York
$270K +$13.3K +105 +5%
CAWM
352
Capital Advisors Wealth Management
Washington
$270K -$13.1K -103 -5%
PWMG
353
Private Wealth Management Group
New Jersey
$268K +$2.54K +20 +1%
CCFM
354
Clear Creek Financial Management
Washington
$265K – – –
NB
355
NBT Bank
New York
$264K -$261K -2,058 -50%
PIA
356
Panoramic Investment Advisors
Colorado
$263K -$32.6K -257 -11%
FFC
357
Frederick Financial Consultants
Maryland
$263K – – –
MFG
358
Magnus Financial Group
New York
$263K +$634 +5 +0.2%
IWP
359
IAG Wealth Partners
Wisconsin
$261K +$25.5K +201 +11%
PIM
360
Penobscot Investment Management
Massachusetts
$261K – – –
DAS
361
Dynamic Advisor Solutions
Arizona
$259K +$127 +1 +0%
CA
362
Cornerstone Advisory
Maryland
$258K +$507 +4 +0.2%
ATPW
363
Ashton Thomas Private Wealth
Arizona
$258K – – –
MAC
364
Mason & Associates (California)
California
$256K – – –
HF
365
HRT Financial
New York
$256K +$256K +2,025 New
TW
366
Traveka Wealth
California
$254K – – –
FWM
367
Forza Wealth Management
Florida
$252K +$252K +1,992 New
WTFG
368
Wood Tarver Financial Group
Idaho
$252K +$379 +3 +0.2%
GWM
369
Geneos Wealth Management
Colorado
$252K -$439K -3,462 -64%
PAI
370
Pittenger & Anderson Inc
Nebraska
$246K – – –
JWA
371
JFS Wealth Advisors
Pennsylvania
$243K – – –
GVCM
372
Global View Capital Management
Wisconsin
$241K -$161K -1,268 -40%
MCM
373
Mill Capital Management
North Carolina
$241K – – –
HA
374
Harfst & Associates
Wyoming
$240K – – –
CP
375
Creekside Partners
California
$237K -$80.9K -638 -25%
13 14
15
16 17