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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 %
Bank Julius Baer & Co
151
Bank Julius Baer & Co
Switzerland
$1.25M 9,849 +1,136 +13%
Members Trust
152
Members Trust
Florida
$1.23M 9,742 +205 +2%
GKWIM
153
Gerber Kawasaki Wealth & Investment Management
California
$1.23M 9,708 +580 +6%
PGA
154
Portland Global Advisors
Maine
$1.23M 9,680 -100 -1%
JSW
155
Journey Strategic Wealth
New Jersey
$1.22M 9,644 -362 -4%
IIC
156
Integrated Investment Consultants
Michigan
$1.21M 9,560 – –
MSA
157
Marino Stram & Associates
Massachusetts
$1.19M 9,426 +20 +0.2%
PA
158
Parkside Advisors
California
$1.17M 9,217 -201 -2%
RCWM
159
Red Crane Wealth Management
California
$1.15M 9,062 +288 +3%
MOS
160
MGO One Seven
Ohio
$1.15M 9,044 – –
BPA
161
Beacon Pointe Advisors
California
$1.13M 8,899 -306 -3%
WB
162
WesBanco Bank
West Virginia
$1.12M 8,875 -476 -5%
MA
163
Mutual Advisors
Nebraska
$1.11M 8,514 +119 +1%
TFM
164
TFC Financial Management
Massachusetts
$1.1M 8,690 +8,690 New
APG
165
Abacus Planning Group
South Carolina
$1.09M 8,627 -156 -2%
RRA
166
Round Rock Advisors
Connecticut
$1.09M 8,616 -311 -3%
HTC
167
Haverford Trust Company
Pennsylvania
$1.07M 8,480 – –
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$1.07M 8,478 +884 +12%
CT
169
Coastline Trust
Rhode Island
$1.07M 8,469 -351 -4%
DC
170
Destiny Capital
Colorado
$1.06M 8,352 – –
PSC
171
Prentiss Smith & Co
Vermont
$1.06M 8,347 -95 -1%
GLA
172
Good Life Advisors
Pennsylvania
$1.05M 8,312 +223 +3%
FA
173
Fountainhead AM
New Jersey
$1.05M 8,271 -721 -8%
MPIM
174
McGinn Penninger Investment Management
Virginia
$1.03M 8,098 -14 -0.2%
MP
175
Moment Partners
California
$1.01M 7,953 -94 -1%
5 6
7
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