SUSA icon

iShares ESG Optimized MSCI USA ETF

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
6.47%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SS
401
Sunbelt Securities
Texas
$208K +$200K +1,649 +2,537%
SF
402
Summit Financial
New Jersey
$207K +$207K +1,632 New
Bank of New York Mellon
403
Bank of New York Mellon
New York
$205K +$205K +1,614 New
HPM
404
Hoxton Planning & Management
West Virginia
$204K +$204K +1,612 New
RIS
405
Retirement Income Solutions
Michigan
$204K +$204K +1,607 New
BFO
406
Boston Family Office
Massachusetts
$203K +$203K +1,600 New
LAMC
407
Longview Asset Management (California)
California
$175K
FCG
408
Financial Connections Group
California
$171K
LFASL
409
Lugano Financial Advisors SA (LFA)
Switzerland
$170K -$5.89M -46,503 -97%
SWM
410
Spire Wealth Management
Virginia
$165K -$68.2K -538 -29%
GWSG
411
GPS Wealth Strategies Group
Colorado
$161K -$9.25K -73 -5%
GEA
412
Glen Eagle Advisors
New Jersey
$145K -$3.55K -28 -2%
FDCP
413
Foster Dykema Cabot & Partners
Massachusetts
$144K
SS
414
SBI Securities
Japan
$138K -$24.1K -190 -15%
AIA
415
Arcadia Investment Advisors
Idaho
$124K +$761 +6 +0.6%
OWA
416
Opal Wealth Advisors
New York
$116K +$887 +7 +0.8%
AAS
417
Ameritas Advisory Services
Nebraska
$111K -$1.01M -7,931 -90%
CIAS
418
Capital Investment Advisory Services
North Carolina
$110K -$41.6K -328 -27%
FWA
419
Flagship Wealth Advisors
Massachusetts
$110K -$40.4K -319 -27%
CWM
420
Cranbrook Wealth Management
Michigan
$108K -$5.07K -40 -4%
HR
421
Howe & Rusling
New York
$108K
HCM
422
Hollencrest Capital Management
California
$107K +$107K +843 New
AUB
423
Atlantic Union Bankshares
Virginia
$105K +$105K +832 New
CA
424
Crewe Advisors
Utah
$94.3K
MEG
425
Millstone Evans Group
Colorado
$92.7K