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iShares ESG Optimized MSCI USA ETF
SUSA

490 hedge funds and large institutions have $2.15B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 120 increasing their positions, 195 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

3% more funds holding

Funds holding: 475 → 490 (+15)

3% more capital invested

Capital invested by funds: $2.09B → $2.15B (+$57.8M)

0.88% less ownership

Funds ownership: 60.99% → 60.11% (-0.88%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 195

Holders
490
Holders Change
+15
Holders Change %
+3.16%
% of All Funds
6.45%
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
120
Reduced
195
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$14.6M
2
HPC
HM Payson & Co
Maine
+$8.19M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.73M
5
AA
Acorns Advisers
California
+$5.21M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$127M
2
EI
Ellevest Inc
New York
-$22.1M
3
Ameriprise
Ameriprise
Minnesota
-$7.16M
4
MWM
Mission Wealth Management
California
-$5.99M
5
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$5.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPIM
176
McGinn Penninger Investment Management
Virginia
$1.03M -$1.65K -14 -0.2%
MP
177
Moment Partners
California
$1.01M -$11.1K -94 -1%
EH
178
Equitable Holdings
New York
$1M -$1.18K -10 -0.1%
GSWM
179
Greenup Street Wealth Management
Michigan
$986K -$21.5K -182 -2%
AIP
180
Ameritas Investment Partners
Nebraska
$983K -$5.31K -45 -0.6%
WCWM
181
Willow Creek Wealth Management
California
$973K – – –
HNB
182
Huntington National Bank
Ohio
$971K – – –
NL
183
NEPC LLC
Massachusetts
$969K -$32.8K -278 -4%
FF
184
Finley Financial
Nevada
$965K – – –
WANY
185
Wealthspire Advisors (New York)
New York
$964K – – –
TIA
186
Traphagen Investment Advisors
New Jersey
$962K -$80.9K -686 -8%
MGIA
187
Moneta Group Investment Advisors
Missouri
$948K -$208K -1,767 -19%
FCH
188
Freestone Capital Holdings
Washington
$948K -$343K -2,907 -28%
SPL
189
Smart Portfolios LLC
Washington
$942K -$9.55K -81 -1%
CC
190
Citrine Capital
California
$919K – – –
MT
191
Midwest Trust
Kansas
$906K +$842K +7,144 New
MFA
192
McClarren Financial Advisors
Pennsylvania
$904K +$314K +2,662 +60%
SWM
193
SK Wealth Management
Rhode Island
$896K +$49.6K +421 +6%
WP
194
WealthShield Partners
North Carolina
$890K -$34.8K -295 -4%
CAM
195
Carret Asset Management
New York
$889K +$1.89K +16 +0.2%
AL
196
Aspiriant LLC
California
$871K – – –
WIM
197
Westside Investment Management
California
$866K -$46.7K -396 -5%
JFA
198
JNBA Financial Advisors
Minnesota
$826K +$23.2K +197 +3%
SG
199
Sharper & Granite
California
$809K -$71K -602 -9%
CCM
200
Coldstream Capital Management
Washington
$798K – – –
6 7
8
9 10

SUSA Hedge Fund Activity: Q2 2025 in Review

490 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 120 added to existing stakes and 195 trimmed.

The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.

  • 490 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 475 in Q1 2025.
  • Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
  • 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.

Based on aggregated 13F filings for Q2 2025.