SUSA icon

iShares ESG Optimized MSCI USA ETF

486 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, 194 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.87% less ownership

Funds ownership: 60.96%60.1% (-0.87%)

38% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 194

Holders
486
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPIM
176
McGinn Penninger Investment Management
Virginia
$1.03M
MP
177
Moment Partners
California
$1.01M
EH
178
Equitable Holdings
New York
$1M
GSWM
179
Greenup Street Wealth Management
Michigan
$986K
AIP
180
Ameritas Investment Partners
Nebraska
$983K
WCWM
181
Willow Creek Wealth Management
California
$973K
HNB
182
Huntington National Bank
Ohio
$971K
NL
183
NEPC LLC
Massachusetts
$969K
FF
184
Finley Financial
Nevada
$965K
WANY
185
Wealthspire Advisors (New York)
New York
$964K
TIA
186
Traphagen Investment Advisors
New Jersey
$962K
MGIA
187
Moneta Group Investment Advisors
Missouri
$948K
FCH
188
Freestone Capital Holdings
Washington
$948K
SPL
189
Smart Portfolios LLC
Washington
$942K
CC
190
Citrine Capital
California
$919K
MT
191
Midwest Trust
Kansas
$906K
MFA
192
McClarren Financial Advisors
Pennsylvania
$904K
SWM
193
SK Wealth Management
Rhode Island
$896K
WP
194
WealthShield Partners
North Carolina
$890K
CAM
195
Carret Asset Management
New York
$889K
AL
196
Aspiriant LLC
California
$871K
WIM
197
Westside Investment Management
California
$866K
JFA
198
JNBA Financial Advisors
Minnesota
$826K
SG
199
Sharper & Granite
California
$809K
CCM
200
Coldstream Capital Management
Washington
$798K