SUSA icon

iShares ESG Optimized MSCI USA ETF

485 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, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.87% less ownership

Funds ownership: 60.96%60.09% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
485
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
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
ASN
51
Advisory Services Network
Georgia
$6.09M
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$5.88M
DADC
53
D.A. Davidson & Co
Montana
$5.81M
HWA
54
Hilltop Wealth Advisors
North Carolina
$5.48M
MML Investors Services
55
MML Investors Services
Massachusetts
$5.4M
GT
56
Glenview Trust
Kentucky
$5.39M
TF
57
Tompkins Financial
New York
$5.09M
BMC
58
Bear Mountain Capital
Washington
$4.85M
PAG
59
Private Advisor Group
New Jersey
$4.58M
GC
60
Garde Capital
Washington
$4.46M
RSWM
61
Robertson Stephens Wealth Management
California
$4.13M
BWM
62
BigSur Wealth Management
Florida
$4.06M
DWM
63
Destination Wealth Management
California
$3.96M
GC
64
Grimes & Company
Massachusetts
$3.93M
SAG
65
SageView Advisory Group
California
$3.93M
CCA
66
Cobblestone Capital Advisors
New York
$3.92M
BCM
67
Brookstone Capital Management
Illinois
$3.9M
LRWA
68
Long Run Wealth Advisors
New York
$3.86M
MMA
69
Miracle Mile Advisors
California
$3.81M
PFA
70
Pure Financial Advisors
California
$3.81M
MWM
71
Modern Wealth Management
Kansas
$3.8M
Cerity Partners
72
Cerity Partners
New York
$3.72M
Stifel Financial
73
Stifel Financial
Missouri
$3.69M
SPIA
74
Steward Partners Investment Advisory
New York
$3.53M
Jones Financial Companies
75
Jones Financial Companies
Missouri
$3.52M