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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

483 hedge funds and large institutions have $2.13B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 119 increasing their positions, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+13
Holders Change %
+2.77%
% of All Funds
6.47%
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
119
Reduced
194
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$15.6M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.31M
4
AA
Acorns Advisers
California
+$5.6M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$5.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$136M
2
EI
Ellevest Inc
New York
-$23.7M
3
Ameriprise
Ameriprise
Minnesota
-$7.7M
4
MWM
Mission Wealth Management
California
-$6.44M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
76
Relyea Zuckerberg Hanson
Connecticut
$3.44M -$142K -1,123 -4%
LNWTC
77
Laird Norton Wetherby Trust Company
Washington
$3.43M – – –
P
78
&Partners
Tennessee
$3.23M +$527K +4,158 +20%
CPC
79
Consolidated Planning Corp
Georgia
$3.19M +$7.99K +63 +0.3%
PC
80
Permanens Capital
New York
$3.12M -$3.05M -24,064 -49%
SB
81
Simmons Bank
Arkansas
$3.05M – – –
KAS
82
Kestra Advisory Services
Texas
$3.03M -$36.6K -289 -1%
OIA
83
OneDigital Investment Advisors
Kansas
$3.01M -$967K -7,631 -24%
VWA
84
VERITY Wealth Advisors
United States
$2.99M – – –
3AM
85
3EDGE Asset Management
Florida
$2.92M -$3.04M -24,010 -51%
B
86
Bailard
California
$2.9M -$188K -1,482 -6%
Citadel Advisors
87
Citadel Advisors
Florida
$2.87M +$875K +6,907 +44%
HWM
88
HB Wealth Management
Georgia
$2.84M +$6.97K +55 +0.2%
SFP
89
Shepherd Financial Partners
Massachusetts
$2.83M -$19.1K -151 -0.7%
LNB
90
Ledyard National Bank
$2.83M +$154K +1,218 +6%
ADL
91
Asset Dedication LLC
California
$2.79M -$64.1K -506 -2%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$2.74M +$57.4K +453 +2%
CA
93
CGN Advisors
Kansas
$2.69M – – –
AF
94
Allworth Financial
California
$2.65M – – –
William Blair & Company
95
William Blair & Company
Illinois
$2.6M -$58.9K -465 -2%
CAG
96
Crestwood Advisors Group
Massachusetts
$2.52M -$105K -832 -4%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$233K -1,840 -8%
CAM
98
Cresset Asset Management
Illinois
$2.5M – – –
SWA
99
Sax Wealth Advisors
New Jersey
$2.42M -$89.4K -705 -4%
WTC
100
WhitTier Trust Company
Nevada
$2.39M -$312K -2,460 -12%
2 3
4
5 6