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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

470 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 193 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
-6
Holders Change %
-1.26%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
125
Reduced
193
Closed
31
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K

Top Buyers

1
IAS
IMA Advisory Services
Colorado
+$54M
2
BlackRock
BlackRock
New York
+$38.5M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.31M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.85M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$46.8M
2
Raymond James Financial
Raymond James Financial
Florida
-$19M
3
Ameriprise
Ameriprise
Minnesota
-$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
101
Crestwood Advisors Group
Massachusetts
$2.38M +$1.11M +9,688 +88%
AF
102
Allworth Financial
California
$2.35M -$113 -1 -0%
SWA
103
Sax Wealth Advisors
New Jersey
$2.28M +$1.31M +11,412 +135%
CAM
104
Cresset Asset Management
Illinois
$2.26M – – –
CWM
105
Cornerstone Wealth Management
Missouri
$2.2M -$42K -366 -2%
CB
106
Commerce Bank
Missouri
$2.1M -$2.3K -20 -0.1%
FPF
107
First Pacific Financial
Washington
$2.06M -$182K -1,581 -8%
AWM
108
Aprio Wealth Management
Georgia
$2.05M +$1.95K +17 +0.1%
NP
109
NorthRock Partners
Minnesota
$2.03M +$21.6K +188 +1%
CCM
110
Colorado Capital Management
Colorado
$2.01M -$157K -1,172 -7%
OWA
111
One Wealth Advisors
California
$2M +$689 +6 +0%
FWM
112
Fingerlakes Wealth Management
New York
$1.97M +$78.5K +683 +4%
VPIM
113
Vanguard Personalized Indexing Management
California
$1.93M +$1.08M +9,400 +128%
OCM
114
One Capital Management
California
$1.89M – – –
NCTC
115
New Covenant Trust Company
Indiana
$1.86M -$37.1K -325 -2%
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.82M -$561K -4,880 -24%
Citadel Advisors
117
Citadel Advisors
Florida
$1.81M +$1.51M +13,135 +498%
TIAA Trust, National Association
118
TIAA Trust, National Association
North Carolina
$1.74M +$277K +2,413 +19%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$1.73M -$37.6K -327 -2%
CPIG
120
Chicago Partners Investment Group
Illinois
$1.7M +$28.9K +249 +2%
LGWM
121
Litman Gregory Wealth Management
California
$1.69M -$36.1K -314 -2%
MIA
122
Milestone Investment Advisors
Wisconsin
$1.65M -$66.1K -575 -4%
FSA
123
Financial Services Advisory
Maryland
$1.65M -$958K -8,338 -37%
ECM
124
Evergreen Capital Management
Washington
$1.64M -$11.8K -103 -0.7%
AAS
125
Avantax Advisory Services
Texas
$1.59M -$9.99K -87 -0.6%
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5
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