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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

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

Top Buyers

1
IAS
IMA Advisory Services
Colorado
+$54M
2
BlackRock
BlackRock
New York
+$38.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.85M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$46.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$19M
3
Ameriprise
Ameriprise
Minnesota
-$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
451
Founders Financial Alliance
North Carolina
$13.8K -$165K -1,440 -92%
ACA
452
American Capital Advisory
Idaho
$13.3K – – –
TLA
453
Tanglewood Legacy Advisors
Texas
$11.9K – – –
LC
454
Lindbrook Capital
California
$11.5K – – –
RF
455
Rossby Financial
Florida
$9.54K +$9.54K +84 New
GWM
456
Grand Wealth Management
Michigan
$8.5K – – –
SMA
457
Sage Mountain Advisors
Georgia
$8.16K +$8.16K +71 New
SS
458
Sunbelt Securities
Texas
$7.47K -$189K -1,649 -96%
FNWA
459
Financial Network Wealth Advisors
Utah
$5.74K +$5.74K +50 New
Russell Investments Group
460
Russell Investments Group
United Kingdom
$5.17K – – –
PS
461
PayPay Securities
Japan
$4.41K -$348 -3 -7%
CAM
462
Clarity Asset Management
Iowa
$4.36K – – –
HCP
463
Hexagon Capital Partners
Arkansas
$4.14K – – –
MFT
464
Moisand Fitzgerald Tamayo
Florida
$2.87K – – –
CSC
465
Caldwell Sutter Capital
California
$2.53K – – –
CA
466
Continuum Advisory
Idaho
$2.47K – – –
EWM
467
Evermay Wealth Management
Virginia
$1.61K +$1.61K +14 New
AWM
468
Abound Wealth Management
Tennessee
$1.49K – – –
AA
469
Ancora Advisors
Ohio
$1.03K +$1.03K +9 New
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$577 – – –
IA
471
IFP Advisors
Florida
$459 – – –
KGP
472
Keystone Global Partners
Colorado
$114 +$114 +1 New
Deutsche Bank
473
Deutsche Bank
Germany
– -$46.8M -384,850 Closed
BHB
474
Bank Hapoalim BM
Israel
– -$13.8M -113,250 Closed
GIP
475
Granite Investment Partners
California
– -$2.66M -21,897 Closed
17 18
19
20 21