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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.48%
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
119
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$15.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.31M
4
AA
Acorns Advisers
California
+$5.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
EI
Ellevest Inc
New York
-$23.7M
3
Ameriprise
Ameriprise
Minnesota
-$7.7M
4
MWM
Mission Wealth Management
California
-$6.44M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
451
Wolff Wiese Magana
California
$41.8K – – –
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$40.2K – – –
T
453
Transce3nd
Texas
$33.7K +$634 +5 +2%
IF
454
Integrity Financial
Wyoming
$30.2K – – –
CI
455
CX Institutional
Indiana
$29K – – –
TSMHT
456
Thurston Springer Miller Herd & Titak
Indiana
$26.2K – – –
PAIM
457
Punch & Associates Investment Management
Minnesota
$24.1K – – –
BIG
458
Brooklyn Investment Group
New York
$23.6K +$23.6K +186 New
HWA
459
Heritage Wealth Advisors
Virginia
$20.9K – – –
AF
460
Advisornet Financial
Minnesota
$20.8K – – –
GSWM
461
Golden State Wealth Management
California
$19.5K – – –
EWP
462
Elevation Wealth Partners
California
$19K – – –
CCM
463
Chilton Capital Management
Texas
$18.4K -$19.6K -155 -52%
FP
464
Financial Perspectives
Minnesota
$18.2K +$127 +1 +0.7%
HFS
465
Hughes Financial Services
Virginia
$16.6K – – –
ACA
466
American Capital Advisory
Idaho
$15.5K +$761 +6 +5%
FFA
467
Founders Financial Alliance
North Carolina
$15.2K – – –
WPA
468
Wealth Preservation Advisors
Tennessee
$14.4K -$11.9K -94 -45%
TLA
469
Tanglewood Legacy Advisors
Texas
$13.2K – – –
KSWA
470
Kathleen S. Wright Associates
Pennsylvania
$12.2K +$12.2K +96 New
RF
471
Rossby Financial
Florida
$10.6K – – –
GWM
472
Grand Wealth Management
Michigan
$9.38K – – –
RLIM
473
Red Lighthouse Investment Management
New York
$6.63K -$9.82K -77 -60%
AWM
474
Angeles Wealth Management
California
$5.7K +$5.7K +45 New
Russell Investments Group
475
Russell Investments Group
United Kingdom
$5.2K -$507 -4 -9%
17 18
19
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