SUSA icon

iShares ESG Optimized MSCI USA ETF

496 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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: 124 | Existing positions reduced: 190

Holders
496
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
LIM
351
Leavell Investment Management
Alabama
$292K
AWP
352
Axis Wealth Partners
Rhode Island
$287K
Neuberger Berman Group
353
Neuberger Berman Group
New York
$285K
MFG
354
Magnus Financial Group
New York
$282K
FFC
355
Frederick Financial Consultants
Maryland
$281K
SWM
356
SigFig Wealth Management
California
$281K
PIM
357
Penobscot Investment Management
Massachusetts
$279K
DAS
358
Dynamic Advisor Solutions
Arizona
$278K
CA
359
Cornerstone Advisory
Maryland
$277K
IWP
360
IAG Wealth Partners
Wisconsin
$276K
AWM
361
Affinity Wealth Management
Delaware
$275K
CAWM
362
Capital Advisors Wealth Management
Washington
$275K
MAC
363
Mason & Associates (California)
California
$274K
PWMG
364
Private Wealth Management Group
New Jersey
$274K
TW
365
Traveka Wealth
California
$271K
GWM
366
Geneos Wealth Management
Colorado
$269K
PAI
367
Pittenger & Anderson Inc
Nebraska
$263K
JSW
368
Journey Strategic Wealth
New Jersey
$262K
AQR Capital Management
369
AQR Capital Management
Connecticut
$262K
JWA
370
JFS Wealth Advisors
Pennsylvania
$260K
CIM
371
Cambria Investment Management
California
$258K
EF
372
Empowered Funds
Pennsylvania
$258K
MCM
373
Mill Capital Management
North Carolina
$258K
EPP
374
ETF Portfolio Partners
Kansas
$256K
RIS
375
Retirement Income Solutions
Michigan
$255K