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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 %
SFA
126
Sequoia Financial Advisors
Ohio
$1.64M -$107K -842 -6%
RIM
127
Ryan Investment Management
Colorado
$1.59M +$1.59M +12,543 New
TC
128
Trust Company
Kansas
$1.59M -$131K -1,034 -8%
BIA
129
Bigelow Investment Advisors
Maine
$1.58M -$4.94K -39 -0.3%
MIA
130
Milestone Investment Advisors
Wisconsin
$1.58M -$243K -1,916 -13%
WAG
131
Winthrop Advisory Group
Massachusetts
$1.56M -$60.7K -479 -4%
APP
132
Avantax Planning Partners
Iowa
$1.55M – – –
AA
133
Addison Advisors
Vermont
$1.55M -$1.9K -15 -0.1%
RCA
134
Resonant Capital Advisors
Wisconsin
$1.54M – – –
CA
135
Clearstead Advisors
Ohio
$1.51M -$45.6K -360 -3%
ACA
136
Aptus Capital Advisors
Alabama
$1.5M – – –
BDFN
137
Bond & Devick Financial Network
Minnesota
$1.49M -$17K -134 -1%
BAAM
138
Baker Avenue Asset Management
California
$1.48M -$213K -1,679 -13%
SCA
139
Snowden Capital Advisors
New York
$1.46M +$73.1K +577 +5%
GA
140
GoalVest Advisory
New York
$1.46M +$358K +2,822 +32%
Franklin Resources
141
Franklin Resources
California
$1.46M -$160K -1,262 -10%
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$1.41M -$228K -1,798 -14%
VA
143
VestGen Advisors
Illinois
$1.36M -$81K -627 -6%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35M -$1.45M -11,470 -52%
MCCA
145
Mill Creek Capital Advisors
Pennsylvania
$1.35M +$2.16K +17 +0.2%
FFA
146
First Foundation Advisors
California
$1.33M – – –
BFA
147
Bluestem Financial Advisors
Illinois
$1.33M -$102K -805 -7%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$1.32M -$16.5K -130 -1%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$1.28M +$19.1K +151 +2%
SWA
150
SOA Wealth Advisors
New York
$1.28M -$379K -2,988 -23%
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