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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 %
HAP
376
Harbor Asset Planning
Massachusetts
$236K +$236K +1,859 New
HI
377
Harbour Investments
Wisconsin
$234K +$127 +1 +0.1%
FI
378
Financial Insights
Washington
$233K – – –
RWM
379
Refined Wealth Management
Utah
$232K – – –
EPP
380
ETF Portfolio Partners
Kansas
$231K +$231K +1,821 New
ES
381
Eagle Strategies
New York
$230K -$13.2K -104 -5%
BIG
382
Boothe Investment Group
Delaware
$229K +$229K +1,807 New
OC
383
Oppenheimer & Co
New York
$228K -$2.41K -19 -1%
BIA
384
Bell Investment Advisors
California
$226K +$110K +871 +95%
BSSFA
385
Baron Silver Stevens Financial Advisors
Florida
$225K – – –
MCC
386
Money Concepts Capital
Florida
$223K +$127 +1 +0.1%
PCM
387
Pointe Capital Management
Michigan
$222K – – –
AO
388
Advisor OS
Illinois
$217K -$70.5K -556 -25%
VHAM
389
Van Hulzen Asset Management
California
$216K +$216K +1,705 New
Renaissance Technologies
390
Renaissance Technologies
New York
$215K -$1.33M -10,500 -86%
ZF
391
Zhang Financial
Michigan
$215K -$678K -5,353 -76%
PWM
392
Parkshore Wealth Management
California
$215K +$215K +1,697 New
KSB
393
Kennebec Savings Bank
Maine
$215K -$57.3K -452 -21%
ACP
394
Argyle Capital Partners
California
$215K +$215K +1,696 New
SG
395
Stanich Group
New York
$214K -$41.4K -325 -16%
FM
396
Family Management
New York
$214K – – –
MA
397
MJP Associates
Connecticut
$213K -$70.5K -556 -25%
LA
398
LexAurum Advisors
Kansas
$213K -$17.5K -138 -8%
PIA
399
Perennial Investment Advisors
California
$211K +$211K +1,664 New
PGAM
400
Princeton Global Asset Management
New Jersey
$211K +$211K +1,662 New
14 15
16
17 18