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iShares ESG Optimized MSCI USA ETF

499 hedge funds and large institutions have $2.2B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 191 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

1% more funds holding

Funds holding: 492499 (+7)

2% more capital invested

Capital invested by funds: $2.15B → $2.2B (+$51.6M)

0.15% less ownership

Funds ownership: 60.15%60% (-0.15%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

35% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 191

Holders
499
Holders Change
+7
Holders Change %
+1.42%
% of All Funds
6.53%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
36
Increased
125
Reduced
191
Closed
23
Calls
Puts
Net Calls
Net Calls Change

SUSA Hedge Fund Activity: Q3 2025 in Review

499 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q3 2025, worth a combined $2.2B — up 2.4% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SUSA positions and 23 closed out — a net gain of 13 holders — while 125 added to existing stakes and 191 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $12M. The largest seller was BlackRock, cutting an estimated $39.9M.

  • 499 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q3 2025, up from 492 in Q2 2025.
  • Funds reported $2.2B of iShares ESG Optimized MSCI USA ETF stock for Q3 2025, up 2.4% quarter-over-quarter.
  • 36 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q3 2025 and 23 closed out, a net change of +13 holders.
  • The largest iShares ESG Optimized MSCI USA ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $12M added.
  • The largest iShares ESG Optimized MSCI USA ETF seller in Q3 2025 was BlackRock, an estimated $39.9M sold.

Based on aggregated 13F filings for Q3 2025.