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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 %
RIM
126
Ryan Investment Management
Colorado
$1.59M 12,543 +12,543 New
TC
127
Trust Company
Kansas
$1.59M 12,509 -1,034 -8%
BIA
128
Bigelow Investment Advisors
Maine
$1.58M 12,493 -39 -0.3%
MIA
129
Milestone Investment Advisors
Wisconsin
$1.58M 12,445 -1,916 -13%
WAG
130
Winthrop Advisory Group
Massachusetts
$1.56M 12,287 -479 -4%
APP
131
Avantax Planning Partners
Iowa
$1.55M 12,240 – –
AA
132
Addison Advisors
Vermont
$1.55M 12,212 -15 -0.1%
RCA
133
Resonant Capital Advisors
Wisconsin
$1.54M 12,125 – –
CA
134
Clearstead Advisors
Ohio
$1.51M 11,914 -360 -3%
ACA
135
Aptus Capital Advisors
Alabama
$1.5M 11,817 – –
BDFN
136
Bond & Devick Financial Network
Minnesota
$1.49M 11,739 -134 -1%
BAAM
137
Baker Avenue Asset Management
California
$1.48M 11,642 -1,679 -13%
SCA
138
Snowden Capital Advisors
New York
$1.46M 11,542 +577 +5%
GA
139
GoalVest Advisory
New York
$1.46M 11,539 +2,822 +32%
Franklin Resources
140
Franklin Resources
California
$1.46M 11,483 -1,262 -10%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1.41M 11,134 -1,798 -14%
VA
142
VestGen Advisors
Illinois
$1.36M 10,549 -627 -6%
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M 10,667 -11,470 -52%
MCCA
144
Mill Creek Capital Advisors
Pennsylvania
$1.35M 10,636 +17 +0.2%
FFA
145
First Foundation Advisors
California
$1.33M 10,510 – –
BFA
146
Bluestem Financial Advisors
Illinois
$1.33M 10,507 -805 -7%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$1.32M 10,431 -130 -1%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$1.28M 10,129 +151 +2%
SWA
149
SOA Wealth Advisors
New York
$1.28M 10,097 -2,988 -23%
CL
150
Choreo LLC
Illinois
$1.26M 9,971 – –
4 5
6
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