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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

481 hedge funds and large institutions have $2.12B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 194 reducing their positions, and 16 closing their positions.

Holders
481
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
6.46%
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
118
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$38.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$26.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$49.3M
4
AA
4
Acorns Advisers
California
$54M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$54M
2
EI
2
Ellevest Inc
New York
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$74.8M
4
MWM
4
Mission Wealth Management
California
$54.9M
5
LFASL
5
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$15.9M 125,345 -10,927 -8%
FEG
27
Fund Evaluation Group
Ohio
$15.7M 124,086 -4,559 -4%
WIA
28
World Investment Advisors
California
$13.5M 106,435 +1,299 +1%
FF
29
Farrow Financial
Vermont
$12.4M 97,580 +1,260 +1%
QC
30
Quent Capital
New York
$12.1M 95,424 -2,044 -2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.1M 94,364 -1,328 -1%
SA
32
Stewardship Advisors
Pennsylvania
$11.8M 93,112 -1,831 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$11.4M 90,082 +11,583 +15%
COCM
34
Charter Oak Capital Management
New Hampshire
$9.6M 75,706 -684 -0.9%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.65M 68,253 -14,504 -18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$8.25M 65,079 +13,221 +25%
Northern Trust
37
Northern Trust
Illinois
$8.15M 64,274 -49 -0.1%
CG
38
Corundum Group
Colorado
$8.12M 64,099 -2,193 -3%
RFC
39
Regions Financial Corp
Alabama
$7.56M 59,639 -708 -1%
EI
40
eCIO Inc
Wisconsin
$7.37M 58,174 +28,442 +96%
AI
41
Accredited Investors
Minnesota
$7.05M 55,584 -4,149 -7%
KeyBank National Association
42
KeyBank National Association
Ohio
$6.88M 54,281 -1,963 -3%
NA
43
NewEdge Advisors
Louisiana
$6.73M 53,058 -1,572 -3%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$6.71M 52,934 +4,205 +9%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$6.66M 52,517 +183 +0.3%
Osaic Holdings
46
Osaic Holdings
Arizona
$6.29M 51,218 -1,321 -3%
Creative Planning
47
Creative Planning
Kansas
$6.11M 48,234 -820 -2%
REMPR
48
Roof Eidam Maycock Peralta (REMP)
California
$6.09M 48,065 -1,799 -4%
ASN
49
Advisory Services Network
Georgia
$6.09M 47,367 -28,486 -38%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$5.88M 46,362 -2,582 -5%
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