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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 %
MP
176
Moment Partners
California
$1.01M -$11.9K -94 -1%
EH
177
Equitable Holdings
New York
$1M -$1.27K -10 -0.1%
GSWM
178
Greenup Street Wealth Management
Michigan
$986K -$23.1K -182 -2%
AIP
179
Ameritas Investment Partners
Nebraska
$983K -$5.7K -45 -0.6%
WCWM
180
Willow Creek Wealth Management
California
$973K – – –
HNB
181
Huntington National Bank
Ohio
$971K -$880K – –
NL
182
NEPC LLC
Massachusetts
$969K -$35.2K -278 -4%
FF
183
Finley Financial
Nevada
$965K – – –
WANY
184
Wealthspire Advisors (New York)
New York
$964K – – –
TIA
185
Traphagen Investment Advisors
New Jersey
$962K -$86.9K -686 -8%
MGIA
186
Moneta Group Investment Advisors
Missouri
$948K -$224K -1,767 -19%
FCH
187
Freestone Capital Holdings
Washington
$948K -$368K -2,907 -28%
SPL
188
Smart Portfolios LLC
Washington
$942K -$10.3K -81 -1%
CC
189
Citrine Capital
California
$919K – – –
MT
190
Midwest Trust
Kansas
$906K +$906K +7,144 New
MFA
191
McClarren Financial Advisors
Pennsylvania
$904K +$337K +2,662 +60%
SWM
192
SK Wealth Management
Rhode Island
$896K +$53.7K +421 +6%
WP
193
WealthShield Partners
North Carolina
$890K -$37.4K -295 -4%
CAM
194
Carret Asset Management
New York
$889K +$2.03K +16 +0.2%
AL
195
Aspiriant LLC
California
$871K – – –
WIM
196
Westside Investment Management
California
$866K -$50.2K -396 -5%
JFA
197
JNBA Financial Advisors
Minnesota
$826K +$25K +197 +3%
SG
198
Sharper & Granite
California
$809K -$76.6K -602 -9%
CCM
199
Coldstream Capital Management
Washington
$798K – – –
WA
200
Waverly Advisors
Alabama
$786K -$63.4K -500 -7%
6 7
8
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