SUSA icon

iShares ESG Optimized MSCI USA ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$186M -$2.63M -20,750 -1%
Morgan Stanley
2
Morgan Stanley
New York
$133M -$879K -6,931 -0.7%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$132M +$5.42M +42,734 +4%
BlackRock
4
BlackRock
New York
$102M -$1.03M -8,114 -1%
ST
5
Spinnaker Trust
Maine
$75.4M -$1.34M -10,610 -2%
Ameriprise
6
Ameriprise
Minnesota
$74.8M -$7.7M -60,732 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$74.5M +$1.93M +15,209 +3%
M&T Bank
8
M&T Bank
New York
$63.8M -$1.57M -12,401 -2%
UBS Group
9
UBS Group
Switzerland
$62.1M -$4.69M -36,971 -7%
IAS
10
IMA Advisory Services
Colorado
$60.5M +$1M +7,918 +2%
MWM
11
Mission Wealth Management
California
$54.9M -$6.44M -50,807 -11%
AA
12
Acorns Advisers
California
$54M +$5.6M +44,163 +12%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$54M -$136M -1,073,861 -72%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.3M +$8.31M +65,573 +20%
Wells Fargo
15
Wells Fargo
California
$47.1M -$1.28M -10,085 -3%
LPL Financial
16
LPL Financial
California
$38.9M +$503K +3,966 +1%
Betterment LLC
17
Betterment LLC
New York
$38.8M +$15.6M +123,451 +67%
SRWM
18
Shira Ridge Wealth Management
California
$36.4M -$4.31K -34 -0%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$26.1M +$8.51M +67,147 +48%
Raymond James Financial
20
Raymond James Financial
Florida
$23.8M -$1.82M -14,329 -7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$23.1M +$4.6M +36,327 +25%
Truist Financial
22
Truist Financial
North Carolina
$22.6M -$556K -4,383 -2%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$22.1M -$4.67M -36,853 -17%
Mariner
24
Mariner
Kansas
$22M +$1.03M +8,140 +5%
MD
25
Money Design
Japan
$16.9M +$68.7K +542 +0.4%