SUSA icon

iShares ESG Optimized MSCI USA ETF

470 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Shares
Change %
DJSG
426
D.J. St. Germain
Massachusetts
$49.5K
FRA
427
Front Row Advisors
California
$48.6K -$4.83K -42 -9%
NS
428
NBC Securities
Alabama
$47K +$47K +410 New
DFA
429
DHJJ Financial Advisors
Illinois
$44.8K
AWM
430
AE Wealth Management
Kansas
$40.3K -$1.51M -13,132 -97%
VWM
431
Valley Wealth Managers
New Jersey
$40.2K
LFG
432
Larson Financial Group
Missouri
$39.6K
CMP
433
Coston McIsaac & Partners
Maine
$38K -$28.2K -247 -43%
WWM
434
Wolff Wiese Magana
California
$37.9K
CCM
435
Chilton Capital Management
Texas
$34.5K
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$32.3K
T
437
Transce3nd
Texas
$30K -$8.62K -75 -22%
IF
438
Integrity Financial
Wyoming
$27.4K -$8.05K -70 -23%
CI
439
CX Institutional
Indiana
$27K +$27K +232 New
WPA
440
Wealth Preservation Advisors
Tennessee
$23.9K +$23.9K +208 New
TSMHT
441
Thurston Springer Miller Herd & Titak
Indiana
$23.8K +$23.8K +207 New
PAIM
442
Punch & Associates Investment Management
Minnesota
$21.8K
HWA
443
Heritage Wealth Advisors
Virginia
$19K -$804 -7 -4%
AF
444
Advisornet Financial
Minnesota
$18.8K
SC
445
SouthState Corp
Florida
$18.6K +$18.6K +162 New
GSWM
446
Golden State Wealth Management
California
$17.7K
EWP
447
Elevation Wealth Partners
California
$17.2K
FP
448
Financial Perspectives
Minnesota
$16.5K
HFS
449
Hughes Financial Services
Virginia
$14.9K +$14.9K +129 New
RLIM
450
Red Lighthouse Investment Management
New York
$14.1K +$8.41K +77 +148%