SUSA icon

iShares ESG Optimized MSCI USA ETF

531 hedge funds and large institutions have $2.43B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 157 increasing their positions, 167 reducing their positions, and 18 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.76% more ownership

Funds ownership: 59.96%63.71% (+3.8%)

6% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 167

Holders
531
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
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
MWM
76
Modern Wealth Management
Kansas
$4.29M
LNWTC
77
Laird Norton Wetherby Trust Company
Washington
$4.25M
SAG
78
SageView Advisory Group
California
$4.17M
PFA
79
Pure Financial Advisors
California
$4.15M
RSWM
80
Robertson Stephens Wealth Management
California
$4.12M
Stifel Financial
81
Stifel Financial
Missouri
$4.06M
LRWA
82
Long Run Wealth Advisors
New York
$4.03M
NP
83
NorthRock Partners
Minnesota
$3.74M
CPC
84
Consolidated Planning Corp
Georgia
$3.49M
Focus Partners Wealth
85
Focus Partners Wealth
Massachusetts
$3.44M
KAS
86
Kestra Advisory Services
Texas
$3.43M
SB
87
Simmons Bank
Arkansas
$3.33M
RZH
88
Relyea Zuckerberg Hanson
Connecticut
$3.32M
VWA
89
VERITY Wealth Advisors
United States
$3.28M
B
90
Bailard
California
$3.27M
OIA
91
OneDigital Investment Advisors
Kansas
$3.21M
FIT
92
Financially in Tune
Massachusetts
$3.21M
LNB
93
Ledyard National Bank
$3.15M
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$3.14M
SPIA
95
Steward Partners Investment Advisory
New York
$3.05M
SFP
96
Shepherd Financial Partners
Massachusetts
$2.99M
CA
97
CGN Advisors
Kansas
$2.95M
P
98
&Partners
Tennessee
$2.94M
HWM
99
HB Wealth Management
Georgia
$2.82M
SWA
100
Sax Wealth Advisors
New Jersey
$2.81M