SUSA icon

iShares ESG Optimized MSCI USA ETF

509 hedge funds and large institutions have $2.1B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 151 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

18% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 184

31% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 35

Holders
509
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
AIA
426
Arcadia Investment Advisors
Idaho
$129K
IRC
427
Investors Research Corp
Georgia
$121K
GI
428
GAMMA Investing
California
$117K
GEA
429
Glen Eagle Advisors
New Jersey
$114K
HR
430
Howe & Rusling
New York
$112K
OWA
431
Opal Wealth Advisors
New York
$111K
AUB
432
Atlantic Union Bankshares
Virginia
$110K
CT
433
Caldwell Trust
Florida
$106K
CIAS
434
Capital Investment Advisory Services
North Carolina
$103K
FCG
435
Financial Connections Group
California
$102K
CA
436
Crewe Advisors
Utah
$98.3K
MEG
437
Millstone Evans Group
Colorado
$96.6K
PWMG
438
Prestige Wealth Management Group
New Jersey
$92.2K
JFG
439
JDM Financial Group
Texas
$91.9K
CTA
440
Colonial Trust Advisors
South Carolina
$85.9K
CWM
441
Cranbrook Wealth Management
Michigan
$85.5K
AssetMark Inc
442
AssetMark Inc
California
$83.9K
EPIMS
443
Evelyn Partners Investment Management Services
$83.5K
NB
444
NBT Bank
New York
$79.3K
VNA
445
Valley National Advisers
Pennsylvania
$74K
SAM
446
Smartleaf Asset Management
Massachusetts
$73.8K
ATC
447
Adirondack Trust Company
New York
$72.5K
CYG
448
Clean Yield Group
Vermont
$71.2K
GWANC
449
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.5K
RPC
450
Rossmore Private Capital
Connecticut
$67.2K