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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 %
LNWTC
76
Laird Norton Wetherby Trust Company
Washington
$3.43M 27,064 – –
P
77
&Partners
Tennessee
$3.23M 25,451 +4,158 +20%
CPC
78
Consolidated Planning Corp
Georgia
$3.19M 25,173 +63 +0.3%
PC
79
Permanens Capital
New York
$3.12M 24,577 -24,064 -49%
SB
80
Simmons Bank
Arkansas
$3.05M 24,081 – –
KAS
81
Kestra Advisory Services
Texas
$3.03M 23,929 -289 -1%
OIA
82
OneDigital Investment Advisors
Kansas
$3.01M 23,768 -7,631 -24%
VWA
83
VERITY Wealth Advisors
United States
$2.99M 23,554 – –
3AM
84
3EDGE Asset Management
Florida
$2.92M 23,077 -24,010 -51%
B
85
Bailard
California
$2.9M 22,868 -1,482 -6%
Citadel Advisors
86
Citadel Advisors
Florida
$2.87M 22,678 +6,907 +44%
HWM
87
HB Wealth Management
Georgia
$2.84M 22,374 +55 +0.2%
SFP
88
Shepherd Financial Partners
Massachusetts
$2.83M 22,360 -151 -0.7%
LNB
89
Ledyard National Bank
$2.83M 22,347 +1,218 +6%
ADL
90
Asset Dedication LLC
California
$2.79M 21,983 -506 -2%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$2.74M 21,595 +453 +2%
CA
92
CGN Advisors
Kansas
$2.69M 21,220 – –
AF
93
Allworth Financial
California
$2.65M 20,872 – –
William Blair & Company
94
William Blair & Company
Illinois
$2.6M 20,542 -465 -2%
CAG
95
Crestwood Advisors Group
Massachusetts
$2.52M 19,844 -832 -4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$2.51M 19,827 -1,840 -8%
CAM
97
Cresset Asset Management
Illinois
$2.5M 19,703 – –
SWA
98
Sax Wealth Advisors
New Jersey
$2.42M 19,130 -705 -4%
WTC
99
WhitTier Trust Company
Nevada
$2.39M 18,853 -2,460 -12%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$2.32M 16,369 +1,300 +9%
2 3
4
5 6