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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

481 hedge funds and large institutions have $2.12B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 118 increasing their positions, 194 reducing their positions, and 16 closing their positions.

Holders
481
Holders Change
+11
Holders Change %
+2.34%
% of All Funds
6.46%
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
118
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$38.8M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$26.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$49.3M
4
AA
4
Acorns Advisers
California
$54M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$132M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$54M
2
EI
2
Ellevest Inc
New York
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$74.8M
4
MWM
4
Mission Wealth Management
California
$54.9M
5
LFASL
5
Lugano Financial Advisors SA (LFA)
Switzerland
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$5.81M 45,818 -5,586 -11%
HWA
52
Hilltop Wealth Advisors
North Carolina
$5.48M 43,247 +472 +1%
MML Investors Services
53
MML Investors Services
Massachusetts
$5.4M 42,615 +4,907 +13%
GT
54
Glenview Trust
Kentucky
$5.39M 42,500 – –
TF
55
Tompkins Financial
New York
$5.09M 40,145 -8,404 -17%
BMC
56
Bear Mountain Capital
Washington
$4.85M 37,899 +1,507 +4%
PAG
57
Private Advisor Group
New Jersey
$4.58M 36,139 -133 -0.4%
GC
58
Garde Capital
Washington
$4.46M 35,150 -2,467 -7%
RSWM
59
Robertson Stephens Wealth Management
California
$4.13M 32,564 -1,865 -5%
BWM
60
BigSur Wealth Management
Florida
$4.06M 32,000 – –
DWM
61
Destination Wealth Management
California
$3.96M 31,257 +876 +3%
GC
62
Grimes & Company
Massachusetts
$3.93M 31,004 +920 +3%
SAG
63
SageView Advisory Group
California
$3.93M 30,270 -590 -2%
CCA
64
Cobblestone Capital Advisors
New York
$3.92M 30,965 -2,085 -6%
BCM
65
Brookstone Capital Management
Illinois
$3.9M 30,760 -2,309 -7%
LRWA
66
Long Run Wealth Advisors
New York
$3.86M 30,451 -1,693 -5%
MMA
67
Miracle Mile Advisors
California
$3.81M 30,054 +8,075 +37%
PFA
68
Pure Financial Advisors
California
$3.81M 30,047 +541 +2%
MWM
69
Modern Wealth Management
Kansas
$3.8M 29,994 +29,994 New
Cerity Partners
70
Cerity Partners
New York
$3.72M 29,351 +457 +2%
Stifel Financial
71
Stifel Financial
Missouri
$3.69M 29,082 -1,813 -6%
SPIA
72
Steward Partners Investment Advisory
New York
$3.53M 27,851 -779 -3%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.52M 27,974 +2,390 +9%
Pathstone Holdings
74
Pathstone Holdings
New Jersey
$3.49M 27,502 +2,094 +8%
RZH
75
Relyea Zuckerberg Hanson
Connecticut
$3.44M 27,110 -1,123 -4%
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