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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$2.32M +$185K +1,300 +9%
CB
102
Commerce Bank
Missouri
$2.32M – – –
NP
103
NorthRock Partners
Minnesota
$2.28M +$31.8K +251 +1%
AWM
104
Aprio Wealth Management
Georgia
$2.23M -$30.3K -239 -1%
FWM
105
Fingerlakes Wealth Management
New York
$2.18M +$3.93K +31 +0.2%
OWA
106
One Wealth Advisors
California
$2.17M -$37.1K -293 -2%
FPF
107
First Pacific Financial
Washington
$2.16M -$119K -941 -5%
Jane Street
108
Jane Street
New York
$2.08M +$802K +6,325 +63%
NCTC
109
New Covenant Trust Company
Indiana
$2.05M – – –
CWM
110
Cornerstone Wealth Management
Missouri
$2.05M -$381K -3,008 -16%
VPIM
111
Vanguard Personalized Indexing Management
California
$2.02M -$105K -832 -5%
IWC
112
Integrated Wealth Concepts
Massachusetts
$1.89M +$249K +1,966 +15%
CPIG
113
Chicago Partners Investment Group
Illinois
$1.88M -$15.6K -121 -0.8%
LGWM
114
Litman Gregory Wealth Management
California
$1.87M – – –
JWCA
115
J.W. Cole Advisors
Florida
$1.83M +$962K +7,592 +111%
Corient Private Wealth
116
Corient Private Wealth
Florida
$1.8M -$217K -1,708 -11%
CCM
117
Colorado Capital Management
Colorado
$1.79M -$195K -1,467 -10%
ECM
118
Evergreen Capital Management
Washington
$1.78M -$27.8K -219 -2%
AAS
119
Avantax Advisory Services
Texas
$1.76M +$2.03K +16 +0.1%
TIAA Trust, National Association
120
TIAA Trust, National Association
North Carolina
$1.75M -$170K -1,340 -9%
WFAG
121
Wescott Financial Advisory Group
Pennsylvania
$1.74M +$252K +1,991 +17%
EI
122
Ellevest Inc
New York
$1.72M -$23.7M -187,272 -93%
EWM
123
Evercore Wealth Management
New York
$1.71M – – –
FSA
124
Financial Services Advisory
Maryland
$1.7M -$118K -932 -6%
GAM
125
Gould Asset Management
California
$1.69M – – –
3 4
5
6 7