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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.47%
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
119
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$15.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.31M
4
AA
Acorns Advisers
California
+$5.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
EI
Ellevest Inc
New York
-$23.7M
3
Ameriprise
Ameriprise
Minnesota
-$7.7M
4
MWM
Mission Wealth Management
California
-$6.44M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
476
Clarity Asset Management
Iowa
$4.82K – – –
PS
477
PayPay Securities
Japan
$4.56K -$254 -2 -5%
FNWA
478
Financial Network Wealth Advisors
Utah
$3.8K -$2.54K -20 -40%
MFT
479
Moisand Fitzgerald Tamayo
Florida
$3.17K – – –
CSC
480
Caldwell Sutter Capital
California
$2.79K – – –
AWM
481
Abound Wealth Management
Tennessee
$1.65K – – –
BFO
482
Biltmore Family Office
North Carolina
$1.27K +$1.27K +10 New
AA
483
Ancora Advisors
Ohio
$1.14K – – –
BCMLT
484
Beacon Capital Management LLC (Tennessee)
Tennessee
$639 – – –
PWAM
485
Private Wealth Asset Management
Iowa
$254 +$254 +2 New
FTUS
486
Flow Traders U.S.
New York
– -$1.14M -9,936 Closed
Citigroup
487
Citigroup
New York
– -$934K -8,128 Closed
FCI
488
Financial Counselors Inc
Kansas
– -$880K -7,660 Closed
LT
489
Legacy Trust
Michigan
– -$780K -6,792 Closed
RCS
490
Retirement Capital Strategies
California
– -$500K -4,347 Closed
SAM
491
Sherman Asset Management
California
– -$391K -3,404 Closed
AWS
492
Atria Wealth Solutions
New York
– -$276K -2,399 Closed
UCFA
493
United Capital Financial Advisors
Texas
– -$246K -2,143 Closed
FCG
494
Fielder Capital Group
Tennessee
– -$212K -1,848 Closed
SC
495
SouthState Corp
Florida
– -$18.6K -162 Closed
SMA
496
Sage Mountain Advisors
Georgia
– -$8.16K -71 Closed
HCP
497
Hexagon Capital Partners
Arkansas
– -$4.14K -36 Closed
CA
498
Continuum Advisory
Idaho
– -$2.47K -21 Closed
EWM
499
Evermay Wealth Management
Virginia
– -$1.61K -14 Closed
IA
500
IFP Advisors
Florida
– -$459 -4 Closed
17 18 19
20
21