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iShares ESG Optimized MSCI USA ETF
SUSA

490 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
476
Tanglewood Legacy Advisors
Texas
$13.2K – – –
KSWA
477
Kathleen S. Wright Associates
Pennsylvania
$12.2K +$11.3K +96 New
RF
478
Rossby Financial
Florida
$10.6K – – –
GWM
479
Grand Wealth Management
Michigan
$9.38K – – –
RLIM
480
Red Lighthouse Investment Management
New York
$6.63K -$9.08K -77 -60%
AWM
481
Angeles Wealth Management
California
$5.7K +$5.31K +45 New
Russell Investments Group
482
Russell Investments Group
United Kingdom
$5.2K -$472 -4 -9%
CAM
483
Clarity Asset Management
Iowa
$4.82K – – –
PS
484
PayPay Securities
Japan
$4.56K -$236 -2 -5%
FNWA
485
Financial Network Wealth Advisors
Utah
$3.8K -$2.36K -20 -40%
MFT
486
Moisand Fitzgerald Tamayo
Florida
$3.17K – – –
CSC
487
Caldwell Sutter Capital
California
$2.79K – – –
AWM
488
Abound Wealth Management
Tennessee
$1.65K – – –
BFO
489
Biltmore Family Office
North Carolina
$1.27K +$1.18K +10 New
AA
490
Ancora Advisors
Ohio
$1.14K – – –
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
$639 – – –
PWAM
492
Private Wealth Asset Management
Iowa
$254 +$236 +2 New
FTUS
493
Flow Traders U.S.
New York
– -$1.14M -9,936 Closed
Citigroup
494
Citigroup
New York
– -$934K -8,128 Closed
FCI
495
Financial Counselors Inc
Kansas
– -$880K -7,660 Closed
LT
496
Legacy Trust
Michigan
– -$780K -6,792 Closed
RCS
497
Retirement Capital Strategies
California
– -$500K -4,347 Closed
SAM
498
Sherman Asset Management
California
– -$391K -3,404 Closed
AWS
499
Atria Wealth Solutions
New York
– -$276K -2,399 Closed
UCFA
500
United Capital Financial Advisors
Texas
– -$246K -2,143 Closed
17 18 19
20
21

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.