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iShares ESG Optimized MSCI USA ETF

497 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 124 increasing their positions, 190 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 490497 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.4M)

0.15% less ownership

Funds ownership: 60.11%59.96% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 190

Holders
497
Holders Change
+7
Holders Change %
+1.43%
% of All Funds
6.52%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
124
Reduced
190
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
476
Hughes Financial Services
Virginia
$17.9K
GSWM
477
Golden State Wealth Management
California
$17.8K -$3K -23 -15%
ACA
478
American Capital Advisory
Idaho
$16.6K
FFA
479
Founders Financial Alliance
North Carolina
$16.3K
WPA
480
Wealth Preservation Advisors
Tennessee
$15.5K
TLA
481
Tanglewood Legacy Advisors
Texas
$14.1K
KSWA
482
Kathleen S. Wright Associates
Pennsylvania
$13K
RF
483
Rossby Financial
Florida
$11.4K
GWM
484
Grand Wealth Management
Michigan
$10K
SS
485
Sunbelt Securities
Texas
$9.9K -$214K -1,641 -96%
EPIME
486
Evelyn Partners Investment Management (Europe)
$8.14K +$7.84K +60 New
RLIM
487
Red Lighthouse Investment Management
New York
$7.1K
CCM
488
Cloud Capital Management
Washington
$7K +$6.79K +52 New
Russell Investments Group
489
Russell Investments Group
United Kingdom
$5.56K
CAM
490
Clarity Asset Management
Iowa
$5.17K
PS
491
PayPay Securities
Japan
$4.4K -$522 -4 -11%
MFT
492
Moisand Fitzgerald Tamayo
Florida
$3.39K
SWP
493
Strategic Wealth Partners
Ohio
$3.38K +$3.27K +25 New
PS
494
Principal Securities
Iowa
$2.98K +$2.87K +22 New
FNWA
495
Financial Network Wealth Advisors
Utah
$2.31K -$1.7K -13 -43%
CSC
496
Caldwell Sutter Capital
California
$2.04K -$914 -7 -32%
AWM
497
Abound Wealth Management
Tennessee
$1.76K
BFO
498
Biltmore Family Office
North Carolina
$1.36K
PWAM
499
Private Wealth Asset Management
Iowa
$271
Allspring Global Investments
500
Allspring Global Investments
North Carolina
$43

SUSA Hedge Fund Activity: Q3 2025 in Review

497 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2025, worth a combined $2.2B — up 2.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUSA positions and 23 closed out — a net gain of 13 holders — while 124 added to existing stakes and 190 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12M. The largest seller was BlackRock, cutting an estimated $39.9M.

  • 497 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2025, up from 490 in Q2 2025.
  • Funds reported $2.2B of iShares ESG Optimized MSCI USA ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2025 and 23 closed out, a net change of +13 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2025 was BlackRock, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.