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iShares ESG Optimized MSCI USA ETF
SUSA

490 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
376
Mill Capital Management
North Carolina
$241K – – –
PFPT
377
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K – – –
HA
378
Harfst & Associates
Wyoming
$240K – – –
CP
379
Creekside Partners
California
$237K -$75.2K -638 -25%
HAP
380
Harbor Asset Planning
Massachusetts
$236K +$219K +1,859 New
HI
381
Harbour Investments
Wisconsin
$234K +$118 +1 +0.1%
FI
382
Financial Insights
Washington
$233K – – –
RWM
383
Refined Wealth Management
Utah
$232K – – –
EPP
384
ETF Portfolio Partners
Kansas
$231K +$215K +1,821 New
ES
385
Eagle Strategies
New York
$230K -$12.3K -104 -5%
BIG
386
Boothe Investment Group
Delaware
$229K +$213K +1,807 New
OC
387
Oppenheimer & Co
New York
$228K -$2.24K -19 -1%
BIA
388
Bell Investment Advisors
California
$226K +$103K +871 +95%
BSSFA
389
Baron Silver Stevens Financial Advisors
Florida
$225K – – –
MCC
390
Money Concepts Capital
Florida
$223K +$118 +1 +0.1%
PCM
391
Pointe Capital Management
Michigan
$222K – – –
AO
392
Advisor OS
Illinois
$217K -$65.6K -556 -25%
VHAM
393
Van Hulzen Asset Management
California
$216K +$201K +1,705 New
Renaissance Technologies
394
Renaissance Technologies
New York
$215K -$1.24M -10,500 -86%
ZF
395
Zhang Financial
Michigan
$215K -$631K -5,353 -76%
PWM
396
Parkshore Wealth Management
California
$215K +$200K +1,697 New
KSB
397
Kennebec Savings Bank
Maine
$215K -$53.3K -452 -21%
ACP
398
Argyle Capital Partners
California
$215K +$200K +1,696 New
SG
399
Stanich Group
New York
$214K -$38.3K -325 -16%
FM
400
Family Management
New York
$214K – – –
14 15
16
17 18

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.