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iShares ESG Optimized MSCI USA ETF
SUSA

490 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, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$3.49M +$247K +2,094 +8%
RZH
77
Relyea Zuckerberg Hanson
Connecticut
$3.44M -$132K -1,123 -4%
LNWTC
78
Laird Norton Wetherby Trust Company
Washington
$3.43M – – –
P
79
&Partners
Tennessee
$3.23M +$490K +4,158 +20%
CPC
80
Consolidated Planning Corp
Georgia
$3.19M +$7.43K +63 +0.3%
PC
81
Permanens Capital
New York
$3.12M -$2.84M -24,064 -49%
SB
82
Simmons Bank
Arkansas
$3.05M – – –
KAS
83
Kestra Advisory Services
Texas
$3.03M -$34.1K -289 -1%
OIA
84
OneDigital Investment Advisors
Kansas
$3.01M -$900K -7,631 -24%
VWA
85
VERITY Wealth Advisors
United States
$2.99M – – –
3AM
86
3EDGE Asset Management
Florida
$2.92M -$2.83M -24,010 -51%
B
87
Bailard
California
$2.9M -$175K -1,482 -6%
Citadel Advisors
88
Citadel Advisors
Florida
$2.87M +$814K +6,907 +44%
HWM
89
HB Wealth Management
Georgia
$2.84M +$6.49K +55 +0.2%
SFP
90
Shepherd Financial Partners
Massachusetts
$2.83M -$17.8K -151 -0.7%
LNB
91
Ledyard National Bank
$2.83M +$144K +1,218 +6%
ADL
92
Asset Dedication LLC
California
$2.79M -$59.7K -506 -2%
Focus Partners Wealth
93
Focus Partners Wealth
Massachusetts
$2.74M +$53.4K +453 +2%
CA
94
CGN Advisors
Kansas
$2.69M – – –
AF
95
Allworth Financial
California
$2.65M – – –
William Blair & Company
96
William Blair & Company
Illinois
$2.6M -$54.8K -465 -2%
CAG
97
Crestwood Advisors Group
Massachusetts
$2.52M -$98.1K -832 -4%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$217K -1,840 -8%
CAM
99
Cresset Asset Management
Illinois
$2.5M – – –
SWA
100
Sax Wealth Advisors
New Jersey
$2.42M -$83.1K -705 -4%
2 3
4
5 6

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.