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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
CP
376
Creekside Partners
California
$254K +$261 +2 +0.1%
CCFM
377
Clear Creek Financial Management
Washington
$252K -$29.9K -229 -11%
FI
378
Financial Insights
Washington
$250K
RWM
379
Refined Wealth Management
Utah
$249K
HA
380
Harfst & Associates
Wyoming
$246K -$10.4K -80 -4%
RCAG
381
Rehmann Capital Advisory Group
Michigan
$243K +$234K +1,791 New
HI
382
Harbour Investments
Wisconsin
$242K -$7.97K -61 -3%
WTFG
383
Wood Tarver Financial Group
Idaho
$242K -$27.2K -208 -10%
ES
384
Eagle Strategies
New York
$241K -$5.22K -40 -2%
DC
385
Davenport & Co
Virginia
$241K +$232K +1,774 New
BIG
386
Boothe Investment Group
Delaware
$240K -$5.22K -40 -2%
KSB
387
Kennebec Savings Bank
Maine
$239K +$8.49K +65 +4%
MCC
388
Money Concepts Capital
Florida
$238K -$522 -4 -0.2%
PCM
389
Pointe Capital Management
Michigan
$238K
SF
390
Summit Financial
New Jersey
$236K +$14.1K +108 +7%
AO
391
Advisor OS
Illinois
$233K +$392 +3 +0.2%
VHAM
392
Van Hulzen Asset Management
California
$231K
BSSFA
393
Baron Silver Stevens Financial Advisors
Florida
$231K -$9.66K -74 -4%
ZF
394
Zhang Financial
Michigan
$230K
PWM
395
Parkshore Wealth Management
California
$230K
ACP
396
Argyle Capital Partners
California
$230K
FM
397
Family Management
New York
$229K
MA
398
MJP Associates
Connecticut
$229K +$392 +3 +0.2%
SG
399
Stanich Group
New York
$229K +$522 +4 +0.2%
LA
400
LexAurum Advisors
Kansas
$228K +$131 +1 +0.1%

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.