SUSA icon

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
401
Perennial Investment Advisors
California
$226K
HPM
402
Hoxton Planning & Management
West Virginia
$219K
BFO
403
Boston Family Office
Massachusetts
$217K
AG
404
AlTi Global
New York
$215K
MCWS
405
McKinley Carter Wealth Services
West Virginia
$213K
GA
406
Goldstein Advisors
Wisconsin
$213K
HTIM
407
Harbour Trust & Investment Management
Indiana
$212K
HAP
408
Harbor Asset Planning
Massachusetts
$211K
MF
409
Montis Financial
Massachusetts
$210K
PIA
410
Panoramic Investment Advisors
Colorado
$206K
SS
411
SBI Securities
Japan
$205K
PFA
412
Portland Financial Advisors
New York
$205K
SCA
413
Sulzberger Capital Advisors
Florida
$203K
BST
414
Bath Savings Trust
Maine
$203K
Bank of New York Mellon
415
Bank of New York Mellon
New York
$203K
GI
416
GLOBALT Investments
Georgia
$202K
BIA
417
Bell Investment Advisors
California
$198K
FCG
418
Financial Connections Group
California
$183K
LFASL
419
Lugano Financial Advisors SA (LFA)
Switzerland
$182K
LAMC
420
Longview Asset Management (California)
California
$182K
SWM
421
Spire Wealth Management
Virginia
$177K
GEA
422
Glen Eagle Advisors
New Jersey
$159K
FDCP
423
Foster Dykema Cabot & Partners
Massachusetts
$154K
GWSG
424
GPS Wealth Strategies Group
Colorado
$152K
FWA
425
Flagship Wealth Advisors
Massachusetts
$149K