iShares ESG Optimized MSCI USA ETF
SUSA
536 hedge funds and large institutions have $2.38B invested in iShares ESG Optimized MSCI USA ETF in 2025 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 157 increasing their positions, 169 reducing their positions, and 18 closing their positions.
244% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 18
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $2.2B → $2.38B (+$180M)
7% more funds holding
Funds holding: 499 → 536 (+37)
3.71% more ownership
Funds ownership: 60% → 63.7% (+3.7%)
7% less repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$58.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.8M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$5.07M |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.94M |
| 3 |
Goldman Sachs
New York
|
-$6.83M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$4.85M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.64M |
SUSA Hedge Fund Activity: Q4 2025 in Review
536 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q4 2025, worth a combined $2.38B — up 8.2% from $2.2B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SUSA positions and 18 closed out — a net gain of 44 holders — while 157 added to existing stakes and 169 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $58.9M. The largest seller was UBS Group, cutting an estimated $10.5M.
- 536 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q4 2025, up from 499 in Q3 2025.
- Funds reported $2.38B of iShares ESG Optimized MSCI USA ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
- 62 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q4 2025 and 18 closed out, a net change of +44 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q4 2025 was Raymond James Financial, an estimated $58.9M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q4 2025 was UBS Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2025.