SUSA icon

iShares ESG Optimized MSCI USA ETF

495 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

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
495
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
476
American Capital Advisory
Idaho
$16.6K
FFA
477
Founders Financial Alliance
North Carolina
$16.3K
WPA
478
Wealth Preservation Advisors
Tennessee
$15.5K
TLA
479
Tanglewood Legacy Advisors
Texas
$14.1K
KSWA
480
Kathleen S. Wright Associates
Pennsylvania
$13K
RF
481
Rossby Financial
Florida
$11.4K
GWM
482
Grand Wealth Management
Michigan
$10K
SS
483
Sunbelt Securities
Texas
$9.9K
EPIME
484
Evelyn Partners Investment Management (Europe)
$8.14K
RLIM
485
Red Lighthouse Investment Management
New York
$7.1K
CCM
486
Cloud Capital Management
Washington
$7K
Russell Investments Group
487
Russell Investments Group
United Kingdom
$5.56K
CAM
488
Clarity Asset Management
Iowa
$5.17K
PS
489
PayPay Securities
Japan
$4.4K
MFT
490
Moisand Fitzgerald Tamayo
Florida
$3.39K
SWP
491
Strategic Wealth Partners
Ohio
$3.38K
PS
492
Principal Securities
Iowa
$2.98K
FNWA
493
Financial Network Wealth Advisors
Utah
$2.31K
CSC
494
Caldwell Sutter Capital
California
$2.04K
AWM
495
Abound Wealth Management
Tennessee
$1.76K
BFO
496
Biltmore Family Office
North Carolina
$1.36K
PWAM
497
Private Wealth Asset Management
Iowa
$271
Allspring Global Investments
498
Allspring Global Investments
North Carolina
$43
PC
499
Permanens Capital
New York
Citadel Advisors
500
Citadel Advisors
Florida