iShares ESG Optimized MSCI USA ETF
SUSA
492 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, 122 increasing their positions, 194 reducing their positions, and 16 closing their positions.
138% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 16
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
3% more funds holding
Funds holding: 477 → 492 (+15)
3% more capital invested
Capital invested by funds: $2.09B → $2.15B (+$58.4M)
0.86% less ownership
Funds ownership: 61.01% → 60.15% (-0.86%)
37% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 194
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$14.6M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$8.19M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.73M |
| 5 |
AA
Acorns Advisers
Irvine,
California
|
+$5.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$127M |
| 2 |
EI
Ellevest Inc
New York
|
-$22.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.16M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$5.99M |
| 5 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
-$5.48M |
SUSA Hedge Fund Activity: Q2 2025 in Review
492 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q2 2025, worth a combined $2.15B — up 2.8% from $2.09B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SUSA positions and 16 closed out — a net gain of 22 holders — while 122 added to existing stakes and 194 trimmed.
The largest buyer was Betterment LLC, adding an estimated $14.6M. The largest seller was JP Morgan Chase, cutting an estimated $127M.
- 492 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q2 2025, up from 477 in Q1 2025.
- Funds reported $2.15B of iShares ESG Optimized MSCI USA ETF stock for Q2 2025, up 2.8% quarter-over-quarter.
- 38 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q2 2025 and 16 closed out, a net change of +22 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q2 2025 was Betterment LLC, an estimated $14.6M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q2 2025 was JP Morgan Chase, an estimated $127M sold.
Based on aggregated 13F filings for Q2 2025.