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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 %
HSBC Holdings
476
HSBC Holdings
United Kingdom
– -$2.1M -17,300 Closed
RL
477
Retireful LLC
Michigan
– -$1.73M -14,268 Closed
SOS
478
Silver Oak Securities
Tennessee
– -$912K -7,475 Closed
WP
479
WMS Partners
Maryland
– -$810K -6,658 Closed
TSS
480
Two Sigma Securities
New York
– -$433K -3,562 Closed
DAS
481
Diversify Advisory Services
Utah
– -$381K -3,160 Closed
BIG
482
Boothe Investment Group
Delaware
– -$312K -2,564 Closed
HI
483
Hudock Inc
Pennsylvania
– -$252K -2,072 Closed
AIM
484
Advyzon Investment Management
Illinois
– -$230K -1,890 Closed
SWIG
485
Strategic Wealth Investment Group
Kentucky
– -$229K -1,883 Closed
TFS
486
Thoroughbred Financial Services
Tennessee
– -$227K -1,873 Closed
CW
487
CreativeOne Wealth
Kansas
– -$226K -1,856 Closed
PFA
488
Portland Financial Advisors
New York
– -$221K -1,820 Closed
AWA
489
Arete Wealth Advisors
Illinois
– -$220K -1,804 Closed
PIA
490
Perennial Investment Advisors
California
– -$210K -1,727 Closed
VHAM
491
Van Hulzen Asset Management
California
– -$207K -1,705 Closed
CWA
492
Consilio Wealth Advisors
Washington
– -$206K -1,698 Closed
ACP
493
Argyle Capital Partners
California
– -$206K -1,696 Closed
PWM
494
Parkshore Wealth Management
California
– -$205K -1,689 Closed
GWA
495
GGM Wealth Advisors
Maryland
– -$201K -1,650 Closed
EB
496
Eastern Bank
Massachusetts
– -$75K -617 Closed
HI
497
Human Investing
Oregon
– -$52.9K -435 Closed
FLP
498
Financial Life Planners
Arizona
– -$44.6K -366 Closed
WT
499
Whittier Trust
California
– -$12.2K -100 Closed
MSS
500
Mitchell Sinkler & Starr
Pennsylvania
– -$9.73K -80 Closed
17 18 19
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