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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 %
CB
101
Commerce Bank
Missouri
$2.32M 18,280 – –
NP
102
NorthRock Partners
Minnesota
$2.28M 17,959 +251 +1%
AWM
103
Aprio Wealth Management
Georgia
$2.23M 17,592 -239 -1%
FWM
104
Fingerlakes Wealth Management
New York
$2.18M 17,220 +31 +0.2%
OWA
105
One Wealth Advisors
California
$2.17M 17,086 -293 -2%
FPF
106
First Pacific Financial
Washington
$2.16M 17,025 -941 -5%
Jane Street
107
Jane Street
New York
$2.08M 16,400 +6,325 +63%
NCTC
108
New Covenant Trust Company
Indiana
$2.05M 16,283 – –
CWM
109
Cornerstone Wealth Management
Missouri
$2.05M 16,170 -3,008 -16%
VPIM
110
Vanguard Personalized Indexing Management
California
$2.02M 15,933 -832 -5%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.89M 14,890 +1,966 +15%
CPIG
112
Chicago Partners Investment Group
Illinois
$1.88M 14,540 -121 -0.8%
LGWM
113
Litman Gregory Wealth Management
California
$1.87M 14,751 – –
JWCA
114
J.W. Cole Advisors
Florida
$1.83M 14,433 +7,592 +111%
Corient Private Wealth
115
Corient Private Wealth
Florida
$1.8M 14,149 -1,708 -11%
CCM
116
Colorado Capital Management
Colorado
$1.79M 13,469 -1,467 -10%
ECM
117
Evergreen Capital Management
Washington
$1.78M 14,079 -219 -2%
AAS
118
Avantax Advisory Services
Texas
$1.76M 13,887 +16 +0.1%
TIAA Trust, National Association
119
TIAA Trust, National Association
North Carolina
$1.75M 13,844 -1,340 -9%
WFAG
120
Wescott Financial Advisory Group
Pennsylvania
$1.74M 13,730 +1,991 +17%
EI
121
Ellevest Inc
New York
$1.72M 13,582 -187,272 -93%
EWM
122
Evercore Wealth Management
New York
$1.71M 13,512 – –
FSA
123
Financial Services Advisory
Maryland
$1.7M 13,409 -932 -6%
GAM
124
Gould Asset Management
California
$1.69M 13,308 – –
SFA
125
Sequoia Financial Advisors
Ohio
$1.64M 12,940 -842 -6%
3 4
5
6 7