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iShares ESG Optimized MSCI USA ETF
SUSA

490 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
451
DHJJ Financial Advisors
Illinois
$49.4K – – –
HFS
452
Hantz Financial Services
Michigan
$49K +$45.5K +386 New
VWM
453
Valley Wealth Managers
New Jersey
$44.4K – – –
LFG
454
Larson Financial Group
Missouri
$43.8K – – –
Qube Research & Technologies (QRT)
455
Qube Research & Technologies (QRT)
United Kingdom
$43.6K -$52.4K -444 -56%
EPAM
456
Evelyn Partners Asset Management
$42.5K – – –
CMP
457
Coston McIsaac & Partners
Maine
$42K – – –
WWM
458
Wolff Wiese Magana
California
$41.8K – – –
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$40.2K – – –
T
460
Transce3nd
Texas
$33.7K +$590 +5 +2%
IF
461
Integrity Financial
Wyoming
$30.2K – – –
CI
462
CX Institutional
Indiana
$29K – – –
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$26.2K – – –
PAIM
464
Punch & Associates Investment Management
Minnesota
$24.1K – – –
BIG
465
Brooklyn Investment Group
New York
$23.6K +$21.9K +186 New
HWA
466
Heritage Wealth Advisors
Virginia
$20.9K – – –
AF
467
Advisornet Financial
Minnesota
$20.8K – – –
GSWM
468
Golden State Wealth Management
California
$19.5K – – –
EWP
469
Elevation Wealth Partners
California
$19K – – –
CCM
470
Chilton Capital Management
Texas
$18.4K -$18.3K -155 -52%
FP
471
Financial Perspectives
Minnesota
$18.2K +$118 +1 +0.7%
HFS
472
Hughes Financial Services
Virginia
$16.6K – – –
ACA
473
American Capital Advisory
Idaho
$15.5K +$707 +6 +5%
FFA
474
Founders Financial Alliance
North Carolina
$15.2K – – –
WPA
475
Wealth Preservation Advisors
Tennessee
$14.4K -$11.1K -94 -45%
17 18
19
20 21

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.