SUSA icon

iShares ESG Optimized MSCI USA ETF

471 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, 126 increasing their positions, 192 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

34% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 192

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$23K
Net Calls
Net Calls Change

Top Sellers

1 -$46.8M
2 -$19M
3 -$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
Change in
Stake
GIP
476
Granite Investment Partners
California
HSBC Holdings
477
HSBC Holdings
United Kingdom
RL
478
Retireful LLC
Michigan
SOS
479
Silver Oak Securities
Tennessee
WP
480
WMS Partners
Maryland
TSS
481
Two Sigma Securities
New York
DAS
482
Diversify Advisory Services
Utah
BIG
483
Boothe Investment Group
Delaware
HI
484
Hudock Inc
Pennsylvania
AIM
485
Advyzon Investment Management
Illinois
SWIG
486
Strategic Wealth Investment Group
Kentucky
TFS
487
Thoroughbred Financial Services
Tennessee
CW
488
CreativeOne Wealth
Kansas
PFA
489
Portland Financial Advisors
New York
AWA
490
Arete Wealth Advisors
Illinois
PIA
491
Perennial Investment Advisors
California
VHAM
492
Van Hulzen Asset Management
California
CWA
493
Consilio Wealth Advisors
Washington
ACP
494
Argyle Capital Partners
California
PWM
495
Parkshore Wealth Management
California
GWA
496
GGM Wealth Advisors
Maryland
EB
497
Eastern Bank
Massachusetts
HI
498
Human Investing
Oregon
FLP
499
Financial Life Planners
Arizona
WT
500
Whittier Trust
California