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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
MA
401
MJP Associates
Connecticut
$213K -$65.6K -556 -25%
LA
402
LexAurum Advisors
Kansas
$213K -$16.3K -138 -8%
PIA
403
Perennial Investment Advisors
California
$211K +$196K +1,664 New
PGAM
404
Princeton Global Asset Management
New Jersey
$211K +$196K +1,662 New
SS
405
Sunbelt Securities
Texas
$208K +$194K +1,649 +2,537%
SF
406
Summit Financial
New Jersey
$207K +$192K +1,632 New
Bank of New York Mellon
407
Bank of New York Mellon
New York
$205K +$190K +1,614 New
HPM
408
Hoxton Planning & Management
West Virginia
$204K +$190K +1,612 New
RIS
409
Retirement Income Solutions
Michigan
$204K +$189K +1,607 New
BFO
410
Boston Family Office
Massachusetts
$203K +$189K +1,600 New
LAMC
411
Longview Asset Management (California)
California
$175K – – –
FCG
412
Financial Connections Group
California
$171K – – –
LFASL
413
Lugano Financial Advisors SA (LFA)
Switzerland
$170K -$5.48M -46,503 -97%
SWM
414
Spire Wealth Management
Virginia
$165K -$63.4K -538 -29%
GWSG
415
GPS Wealth Strategies Group
Colorado
$161K -$8.61K -73 -5%
GEA
416
Glen Eagle Advisors
New Jersey
$145K -$3.3K -28 -2%
FDCP
417
Foster Dykema Cabot & Partners
Massachusetts
$144K – – –
SS
418
SBI Securities
Japan
$138K -$22.4K -190 -15%
AIA
419
Arcadia Investment Advisors
Idaho
$124K +$707 +6 +0.6%
OWA
420
Opal Wealth Advisors
New York
$116K +$825 +7 +0.8%
AAS
421
Ameritas Advisory Services
Nebraska
$111K -$935K -7,931 -90%
CIAS
422
Capital Investment Advisory Services
North Carolina
$110K -$38.7K -328 -27%
FWA
423
Flagship Wealth Advisors
Massachusetts
$110K -$37.6K -319 -27%
CWM
424
Cranbrook Wealth Management
Michigan
$108K -$4.72K -40 -4%
HR
425
Howe & Rusling
New York
$108K – – –
15 16
17
18 19

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.