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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
LIM
351
Leavell Investment Management
Alabama
$292K
AWP
352
Axis Wealth Partners
Rhode Island
$287K -$7.18K -55 -3%
Neuberger Berman Group
353
Neuberger Berman Group
New York
$285K -$3.92K -30 -1%
MFG
354
Magnus Financial Group
New York
$282K +$653 +5 +0.2%
FFC
355
Frederick Financial Consultants
Maryland
$281K
SWM
356
SigFig Wealth Management
California
$281K -$44.1K -338 -14%
PIM
357
Penobscot Investment Management
Massachusetts
$279K
DAS
358
Dynamic Advisor Solutions
Arizona
$278K
CA
359
Cornerstone Advisory
Maryland
$277K +$653 +5 +0.2%
IWP
360
IAG Wealth Partners
Wisconsin
$276K -$3.13K -24 -1%
AWM
361
Affinity Wealth Management
Delaware
$275K -$180K -1,380 -41%
CAWM
362
Capital Advisors Wealth Management
Washington
$275K -$13.5K -103 -5%
MAC
363
Mason & Associates (California)
California
$274K
PWMG
364
Private Wealth Management Group
New Jersey
$274K -$12.4K -95 -4%
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 -$1.01M -7,713 -80%
AQR Capital Management
369
AQR Capital Management
Connecticut
$262K +$252K +1,928 New
JWA
370
JFS Wealth Advisors
Pennsylvania
$260K
CIM
371
Cambria Investment Management
California
$258K +$249K +1,904 New
EF
372
Empowered Funds
Pennsylvania
$258K +$249K +1,904 New
MCM
373
Mill Capital Management
North Carolina
$258K
EPP
374
ETF Portfolio Partners
Kansas
$256K +$8.49K +65 +4%
RIS
375
Retirement Income Solutions
Michigan
$255K +$35.7K +273 +17%

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.