We are live on ! Find out more
SUSA icon

iShares ESG Optimized MSCI USA ETF

497 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 190 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 190

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Smartleaf Asset Management
Massachusetts
$63K
PTC
452
Private Trust Company
Ohio
$62K
DJSG
453
D.J. St. Germain
Massachusetts
$58.5K
FRA
454
Front Row Advisors
California
$57.4K
NS
455
NBC Securities
Alabama
$55.6K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$54.3K +$52.2K +400 New
DFA
457
DHJJ Financial Advisors
Illinois
$52.9K
VWM
458
Valley Wealth Managers
New Jersey
$47.5K
HFS
459
Hantz Financial Services
Michigan
$47K -$5.09K -39 -10%
EPAM
460
Evelyn Partners Asset Management
$45.4K
CMP
461
Coston McIsaac & Partners
Maine
$45K +$131 +1 +0.3%
CIBC Private Wealth Group
462
CIBC Private Wealth Group
Georgia
$43K
RFP
463
Root Financial Partners
California
$40.7K +$39.2K +300 New
WTA
464
Washington Trust Advisors
Massachusetts
$33.9K +$32.7K +250 New
IF
465
Integrity Financial
Wyoming
$32.4K +$131 +1 +0.4%
CI
466
CX Institutional
Indiana
$32K +$131 +1 +0.4%
CF
467
Collier Financial
Colorado
$26.6K +$25.6K +196 New
PAIM
468
Punch & Associates Investment Management
Minnesota
$25.8K
FLP
469
Financial Life Planners
Arizona
$25.1K +$24.2K +185 New
LFG
470
Larson Financial Group
Missouri
$24.7K -$21.3K -163 -47%
HWA
471
Heritage Wealth Advisors
Virginia
$22.4K
AF
472
Advisornet Financial
Minnesota
$22.3K +$131 +1 +0.6%
EWP
473
Elevation Wealth Partners
California
$20.3K
CCM
474
Chilton Capital Management
Texas
$19.7K
FP
475
Financial Perspectives
Minnesota
$19.6K

SUSA Hedge Fund Activity: Q3 2025 in Review

497 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2025, worth a combined $2.2B — up 2.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUSA positions and 23 closed out — a net gain of 13 holders — while 124 added to existing stakes and 190 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12M. The largest seller was BlackRock, cutting an estimated $39.9M.

  • 497 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2025, up from 490 in Q2 2025.
  • Funds reported $2.2B of iShares ESG Optimized MSCI USA ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2025 and 23 closed out, a net change of +13 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2025 was BlackRock, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.