iShares ESG Optimized MSCI USA ETF
SUSA
519 hedge funds and large institutions have $2.14B invested in iShares ESG Optimized MSCI USA ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 155 increasing their positions, 188 reducing their positions, and 34 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1.9% less ownership
Funds ownership: 63.7% → 61.8% (-1.9%)
3% less funds holding
Funds holding: 536 → 519 (-17)
10% less capital invested
Capital invested by funds: $2.38B → $2.14B (-$239M)
18% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 188
26% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$12.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.56M |
| 3 |
M&T Bank
Buffalo,
New York
|
+$7.54M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$3.65M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$56.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.5M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$8.01M |
| 4 |
AF
Align Financial
Hermantown,
Minnesota
|
-$6.02M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$5.34M |
SUSA Hedge Fund Activity: Q1 2026 in Review
519 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Optimized MSCI USA ETF (SUSA) for Q1 2026, worth a combined $2.14B — down 10% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SUSA and 25 opened new positions — a net loss of 9 holders — while 188 trimmed existing stakes and 155 added.
The largest buyer was Mercer Global Advisors, adding an estimated $12.7M. The largest seller was Raymond James Financial, cutting an estimated $56.6M.
- 519 institutional investors held iShares ESG Optimized MSCI USA ETF (SUSA) as of Q1 2026, down from 536 in Q4 2025.
- Funds reported $2.14B of iShares ESG Optimized MSCI USA ETF stock for Q1 2026, down 10% quarter-over-quarter.
- 25 funds opened new iShares ESG Optimized MSCI USA ETF positions in Q1 2026 and 34 closed out, a net change of -9 holders.
- The largest iShares ESG Optimized MSCI USA ETF buyer in Q1 2026 was Mercer Global Advisors, an estimated $12.7M added.
- The largest iShares ESG Optimized MSCI USA ETF seller in Q1 2026 was Raymond James Financial, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2026.