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iShares ESG Optimized MSCI USA ETF

475 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, 195 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 60.48%60.99% (+0.51%)

3% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 31

1% less funds holding

Funds holding: 480475 (-5)

7% less capital invested

Capital invested by funds: $2.26B → $2.09B (-$163M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 195

100% less call options, than puts

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

Holders
475
Holders Change
-5
Holders Change %
-1.04%
% of All Funds
6.37%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
30
Increased
126
Reduced
195
Closed
31
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$172M -$13.5M -111,565 -7%
Bank of America
2
Bank of America
North Carolina
$171M -$220K -1,812 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$121M -$10.7M -88,484 -8%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$115M -$801K -6,606 -0.7%
BlackRock
5
BlackRock
New York
$93.5M +$40.6M +334,828 +70%
Ameriprise
6
Ameriprise
Minnesota
$74.7M -$16.3M -134,696 -17%
ST
7
Spinnaker Trust
Maine
$69.5M -$2.22M -18,327 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65.8M -$1.18M -9,702 -2%
UBS Group
9
UBS Group
Switzerland
$60.5M -$3.17M -26,154 -5%
M&T Bank
10
M&T Bank
New York
$59.3M -$1.14M -9,365 -2%
MWM
11
Mission Wealth Management
California
$55.6M +$2.69M +22,221 +5%
IAS
12
IMA Advisory Services
Colorado
$54M +$56.9M +469,719 New
AA
13
Acorns Advisers
California
$43.9M +$1.14M +9,364 +3%
Wells Fargo
14
Wells Fargo
California
$43.8M -$509K -4,200 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$37.1M +$8.28M +68,316 +27%
LPL Financial
16
LPL Financial
California
$34.8M -$911K -7,512 -2%
SRWM
17
Shira Ridge Wealth Management
California
$33M +$2.89M +23,829 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$24.3M +$13.2M +108,594 +106%
Raymond James Financial
19
Raymond James Financial
Florida
$23.2M -$20.1M -165,791 -45%
EI
20
Ellevest Inc
New York
$23.1M -$3.96M -32,660 -14%
Betterment LLC
21
Betterment LLC
New York
$21M -$285K -2,347 -1%
Truist Financial
22
Truist Financial
North Carolina
$21M +$488K +4,024 +2%
Mariner
23
Mariner
Kansas
$19M +$401K +3,309 +2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$16.8M -$523K -4,311 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$16M +$9.82M +81,031 +140%

SUSA Hedge Fund Activity: Q1 2025 in Review

475 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2025, worth a combined $2.09B — down 7.2% from $2.26B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of SUSA and 30 opened new positions — a net loss of 1 holder — while 195 trimmed existing stakes and 126 added.

The largest buyer was IMA Advisory Services, opening a new position worth an estimated $56.9M. The largest seller was Deutsche Bank, exiting entirely with an estimated $46.8M sold.

  • 475 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2025, down from 480 in Q4 2024.
  • Funds reported $2.09B of iShares ESG Optimized MSCI USA ETF stock for Q1 2025, down 7.2% quarter-over-quarter.
  • 30 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2025 and 31 closed out, a net change of -1 holder.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2025 was IMA Advisory Services, an estimated $56.9M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2025 was Deutsche Bank, an estimated $46.8M sold.

Based on aggregated 13F filings for Q1 2025.