We are live on ! Find out more
SUSA icon

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
MML Investors Services
51
MML Investors Services
Massachusetts
$5.94M +$155K +1,186 +3%
DWM
52
Destination Wealth Management
California
$5.92M +$1.61M +12,362 +40%
DADC
53
D.A. Davidson & Co
Montana
$5.84M -$365K -2,791 -6%
HWA
54
Hilltop Wealth Advisors
North Carolina
$5.82M -$45.2K -346 -0.8%
GT
55
Glenview Trust
Kentucky
$5.77M
REMPR
56
Roof Eidam Maycock Peralta (REMP)
California
$5.72M -$775K -5,932 -12%
Creative Planning
57
Creative Planning
Kansas
$5.41M -$1.09M -8,349 -17%
BMC
58
Bear Mountain Capital
Washington
$5.13M -$66.1K -506 -1%
FNWM
59
Financial Network Wealth Management
Utah
$4.84M +$4.54M +34,795 New
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$4.64M +$2.33M +17,814 +109%
TF
61
Tompkins Financial
New York
$4.62M -$793K -6,075 -15%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$4.57M -$2.82M -21,569 -39%
RSWM
63
Robertson Stephens Wealth Management
California
$4.56M +$136K +1,041 +3%
BCM
64
Brookstone Capital Management
Illinois
$4.49M +$303K +2,321 +8%
BWM
65
BigSur Wealth Management
Florida
$4.34M
GC
66
Garde Capital
Washington
$4.29M -$456K -3,492 -10%
GC
67
Grimes & Company
Massachusetts
$4.22M +$11K +84 +0.3%
CCA
68
Cobblestone Capital Advisors
New York
$4.19M -$6.92K -53 -0.2%
SAG
69
SageView Advisory Group
California
$4.12M +$16.7K +128 +0.4%
PFA
70
Pure Financial Advisors
California
$4.07M -$3.92K -30 -0.1%
MWM
71
Modern Wealth Management
Kansas
$4.07M -$522 -4 -0%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$4.03M +$252K +1,933 +7%
Cerity Partners
73
Cerity Partners
New York
$4.01M +$29.6K +227 +0.8%
Stifel Financial
74
Stifel Financial
Missouri
$3.95M +$4.31K +33 +0.1%
LRWA
75
Long Run Wealth Advisors
New York
$3.93M -$197K -1,505 -5%