SUSA icon

iShares ESG Optimized MSCI USA ETF

532 hedge funds and large institutions have $2.43B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.78% more ownership

Funds ownership: 59.96%63.74% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
BSSFA
426
Baron Silver Stevens Financial Advisors
Florida
$223K
BFO
427
Boston Family Office
Massachusetts
$223K
ZF
428
Zhang Financial
Michigan
$221K
AG
429
AlTi Global
New York
$221K
MCWS
430
McKinley Carter Wealth Services
West Virginia
$219K
PWM
431
Perigon Wealth Management
California
$219K
HTIM
432
Harbour Trust & Investment Management
Indiana
$218K
HAP
433
Harbor Asset Planning
Massachusetts
$217K
MF
434
Montis Financial
Massachusetts
$216K
MCC
435
Money Concepts Capital
Florida
$210K
SCA
436
Sulzberger Capital Advisors
Florida
$209K
BST
437
Bath Savings Trust
Maine
$209K
PFA
438
Portland Financial Advisors
New York
$208K
PIA
439
Panoramic Investment Advisors
Colorado
$207K
SS
440
SBI Securities
Japan
$207K
GI
441
GLOBALT Investments
Georgia
$206K
PCM
442
Pennsylvania Capital Management
Pennsylvania
$204K
BIA
443
Bell Investment Advisors
California
$203K
VPW
444
Vericrest Private Wealth
Pennsylvania
$202K
Bank of New York Mellon
445
Bank of New York Mellon
New York
$201K
FCG
446
Financial Connections Group
California
$188K
LFASL
447
Lugano Financial Advisors SA (LFA)
Switzerland
$187K
SWM
448
Spire Wealth Management
Virginia
$182K
LAMC
449
Longview Asset Management (California)
California
$182K
FWA
450
Flagship Wealth Advisors
Massachusetts
$164K