SUSA icon

iShares ESG Optimized MSCI USA ETF

492 hedge funds and large institutions have $2.19B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 189 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 189

Holders
492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
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
ADL
101
Asset Dedication LLC
California
$2.48M
NP
102
NorthRock Partners
Minnesota
$2.47M
AWM
103
Aprio Wealth Management
Georgia
$2.4M
FWM
104
Fingerlakes Wealth Management
New York
$2.38M
OWA
105
One Wealth Advisors
California
$2.31M
SFA
106
Sequoia Financial Advisors
Ohio
$2.19M
CWM
107
Cornerstone Wealth Management
Missouri
$2.19M
Corient Private Wealth
108
Corient Private Wealth
Florida
$2.15M
3AM
109
3EDGE Asset Management
Florida
$2.13M
CPIG
110
Chicago Partners Investment Group
Illinois
$2.03M
WFAG
111
Wescott Financial Advisory Group
Pennsylvania
$2.01M
LGWM
112
Litman Gregory Wealth Management
California
$2M
IWC
113
Integrated Wealth Concepts
Massachusetts
$2M
NCTC
114
New Covenant Trust Company
Indiana
$1.96M
VPIM
115
Vanguard Personalized Indexing Management
California
$1.95M
TIAA Trust, National Association
116
TIAA Trust, National Association
North Carolina
$1.94M
JWCA
117
J.W. Cole Advisors
Florida
$1.93M
GA
118
GoalVest Advisory
New York
$1.92M
FPF
119
First Pacific Financial
Washington
$1.91M
ECM
120
Evergreen Capital Management
Washington
$1.9M
TC
121
Trust Company
Kansas
$1.87M
CCM
122
Colorado Capital Management
Colorado
$1.85M
EWM
123
Evercore Wealth Management
New York
$1.83M
FSA
124
Financial Services Advisory
Maryland
$1.81M
EI
125
Ellevest Inc
New York
$1.81M