iShares ESG Optimized MSCI USA ETF
SUSA
530 hedge funds and large institutions have $2.52B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 138 increasing their positions, 174 reducing their positions, and 22 closing their positions.
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
19% more capital invested
Capital invested by funds: $2.12B → $2.52B (+$404M)
2% more funds holding
Funds holding: 519 → 530 (+11)
1.76% more ownership
Funds ownership: 61.06% → 62.82% (+1.8%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
21% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$26.9M |
| 2 |
Morgan Stanley
New York
|
+$26.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$15.9M |
| 4 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$5.18M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
-$5.41M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.04M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.87M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
551
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$15.9K | -120 | Closed |
|
|
GWM
552
Grand Wealth Management
Grand Rapids,
Michigan
| – | -$9.78K | -74 | Closed |
|
|
CAM
553
Clarity Asset Management
Ames,
Iowa
| – | -$5.06K | -38 | Closed |
|
554
Russell Investments Group
London,
United Kingdom
| – | -$1.45K | -11 | Closed |
|
|
BFO
555
Biltmore Family Office
Charlotte,
North Carolina
| – | -$1.32K | -10 | Closed |
|
SUSA Hedge Fund Activity: Q2 2026 in Review
530 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2026, worth a combined $2.52B — up 19% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SUSA positions and 22 closed out — a net gain of 27 holders — while 138 added to existing stakes and 174 trimmed.
The largest buyer was M&T Bank, adding an estimated $26.9M. The largest seller was HM Payson & Co, cutting an estimated $5.41M.
- 530 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2026, up from 519 in Q1 2026.
- Funds reported $2.52B of iShares ESG Optimized MSCI USA ETF stock for Q2 2026, up 19% quarter-over-quarter.
- 49 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2026 and 22 closed out, a net change of +27 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2026 was M&T Bank, an estimated $26.9M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2026 was HM Payson & Co, an estimated $5.41M sold.
Based on aggregated 13F filings for Q2 2026.