SUSA icon

iShares ESG Optimized MSCI USA ETF

471 hedge funds and large institutions have $2.09B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 192 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

34% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 192

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
471
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$23K
Net Calls
Net Calls Change

Top Sellers

1 -$46.8M
2 -$19M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
201
Zhang Financial
Michigan
$810K
CAM
202
Carret Asset Management
New York
$804K
SG
203
Sharper & Granite
California
$799K
AL
204
Aspiriant LLC
California
$789K
JWCA
205
J.W. Cole Advisors
Florida
$786K
PPA
206
Pilgrim Partners Asia
Singapore
$781K
LT
207
Legacy Trust
Michigan
$780K
WA
208
Waverly Advisors
Alabama
$770K
CICC
209
Capital Investment Counsel (Colorado)
Colorado
$766K
HCM
210
Hengehold Capital Management
Ohio
$739K
JFA
211
JNBA Financial Advisors
Minnesota
$726K
CCM
212
Coldstream Capital Management
Washington
$723K
NA
213
Nautilus Advisors
California
$712K
SWM
214
SK Wealth Management
Rhode Island
$699K
Thrivent Financial for Lutherans
215
Thrivent Financial for Lutherans
Minnesota
$699K
RFA
216
Rollins Financial Advisors
New York
$697K
BONH
217
Bank of New Hampshire
New Hampshire
$688K
HBT
218
Hills Bank & Trust
Iowa
$682K
SWP
219
Stratos Wealth Partners
Ohio
$680K
WDL
220
Well Done LLC
Michigan
$678K
MG
221
Mather Group
Illinois
$667K
GT
222
Glenmede Trust
Pennsylvania
$658K
RWM
223
Ritholtz Wealth Management
New York
$656K
PCM
224
Parsons Capital Management
Rhode Island
$649K
B
225
Birchbrook
Maine
$642K