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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 %
FNWA
476
Financial Network Wealth Advisors
Utah
$3.8K 30 -20 -40%
MFT
477
Moisand Fitzgerald Tamayo
Florida
$3.17K 25 – –
CSC
478
Caldwell Sutter Capital
California
$2.79K 22 – –
AWM
479
Abound Wealth Management
Tennessee
$1.65K 13 – –
BFO
480
Biltmore Family Office
North Carolina
$1.27K 10 +10 New
AA
481
Ancora Advisors
Ohio
$1.14K 9 – –
BCMLT
482
Beacon Capital Management LLC (Tennessee)
Tennessee
$639 5 – –
PWAM
483
Private Wealth Asset Management
Iowa
$254 2 +2 New
FTUS
484
Flow Traders U.S.
New York
– – -9,936 Closed
Citigroup
485
Citigroup
New York
– – -8,128 Closed
FCI
486
Financial Counselors Inc
Kansas
– – -7,660 Closed
LT
487
Legacy Trust
Michigan
– – -6,792 Closed
RCS
488
Retirement Capital Strategies
California
– – -4,347 Closed
SAM
489
Sherman Asset Management
California
– – -3,404 Closed
AWS
490
Atria Wealth Solutions
New York
– – -2,399 Closed
UCFA
491
United Capital Financial Advisors
Texas
– – -2,143 Closed
FCG
492
Fielder Capital Group
Tennessee
– – -1,848 Closed
SC
493
SouthState Corp
Florida
– – -162 Closed
SMA
494
Sage Mountain Advisors
Georgia
– – -71 Closed
HCP
495
Hexagon Capital Partners
Arkansas
– – -36 Closed
CA
496
Continuum Advisory
Idaho
– – -21 Closed
EWM
497
Evermay Wealth Management
Virginia
– – -14 Closed
IA
498
IFP Advisors
Florida
– – -4 Closed
KGP
499
Keystone Global Partners
Colorado
– – -1 Closed
16 17 18 19
20