Who Owns iShares ESG Optimized MSCI USA ETF (SUSA)?Hedge Fund & Institutional Holders

$134.06-0.67 (-0.50%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0329716100014e+236T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$101.97$112.16$122.36$132.56$142.75Sep 24Jun 25Mar 26

SUSA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
SPINNAKER TRUSTNew Position+586K+$81.0M
MISSION WEALTH MANAGEMENT, LPNew Position+411K+$57.0M
Align Financial, LLCNew Position+44K+$43.8M
Shira Ridge Wealth ManagementNew Position+290K+$40.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+236K+$32.0M
HM PAYSON & CONew Position+178K+$24.7M
TRUIST FINANCIAL CORPNew Position+134K+$18.6M
Stewardship Advisors, LLCNew Position+112K+$15.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+112K+$15.0M
Farrow Financial, Inc.New Position+98K+$13.7M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+93K+$13.2M
Quent Long Short Global Small Cap Fund, LPNew Position+92K+$12.8M
Quent Capital, LLCNew Position+92K+$12.8M
Charter Oak Capital Management, LLCNew Position+72K+$10.0M
REGIONS FINANCIAL CORPNew Position+58K+$8.0M

SUSA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-29K-$141.0B
M&T BANK CORPDecreased-512K-$70.9B
IMA Advisory Services, Inc.Decreased-3K-$70.1B
AMERIPRISE FINANCIAL INCDecreased-9K-$66.9B
UBS Group AGDecreased-76K-$61.3B
JPMORGAN CHASE & CODecreased-2K-$55.7B
Fund Evaluation Group, LLCDecreased-2K-$17.6B
World Investment AdvisorsDecreased-1K-$13.8B
HighTower Advisors, LLCDecreased-5K-$12.0B
US BANCORP \DE\Decreased-2K-$10.7B
eCIO, Inc.Decreased-192-$9.0B
NORTHERN TRUST CORPDecreased-369-$8.6B
GOLDMAN SACHS GROUP INCClosed Position-50K-$6.8B
TOMPKINS FINANCIAL CORPDecreased-1K-$4.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-11K-$4.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bell Investment Advisors, Inc1,459$203.3M0.03%Share
2BANK OF AMERICA CORP /DE/1,158,045$161.0M0.01%Share
3MORGAN STANLEY1,006,045$140.0M0.01%Share
4ROYAL BANK OF CANADA611,019$85.0M0.01%Share
5SPINNAKER TRUST585,818$81.0M4.34%Share
6PNC FINANCIAL SERVICES GROUP, INC.571,551$79.0M0.04%Share
7RAYMOND JAMES FINANCIAL INC531,080$74.0M0.02%Share
8IMA Advisory Services, Inc.514,454$71.7M6.88%Share
9AMERIPRISE FINANCIAL INC483,857$67.0M0.02%Share
10BlackRock, Inc.479,363$66.0M0.00%Share
11Acorns Advisers, LLC438,708$61.1M0.46%Share
12MISSION WEALTH MANAGEMENT, LP411,005$57.0M1.14%Share
13UBS Group AG374,025$52.1M0.01%Share
14Align Financial, LLC43,754$43.8M0.03%Share
15MERCER GLOBAL ADVISORS INC /ADV305,852$42.0M0.06%Share
16LPL Financial LLC308,016$42.0M0.01%Share
17Shira Ridge Wealth Management289,514$40.3M16.21%Share
18Betterment LLC287,687$40.1M0.08%Share
19PNC FINANCIAL SERVICES GROUP, INC.253,708$35.0M0.02%Share
20PNC FINANCIAL SERVICES GROUP, INC.253,708$35.0M0.02%Share
21ENVESTNET ASSET MANAGEMENT INC236,382$32.0M0.01%Share
22BANK OF AMERICA CORP /DE/229,684$32.0M0.00%Share
23WELLS FARGO & COMPANY/MN218,473$30.0M0.01%Share
24BANK OF AMERICA CORP /DE/202,590$28.0M0.00%Share
25Baird Financial Group, Inc.184,665$25.0M0.04%Share
26NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO532,734$24.7M0.02%Share
27JPMORGAN CHASE & CO172,647$24.0M0.00%Share
28HM PAYSON & CO165,633$23.1M0.33%Share
29JPMORGAN CHASE & CO165,716$23.0M0.00%Share
30Mariner, LLC166,541$23.0M0.03%Share
31Fund Evaluation Group, LLC127,716$17.8M0.59%Share
32Stewardship Advisors, LLC112,068$15.6M3.61%Share
33COMMONWEALTH EQUITY SERVICES, LLC111,724$15.0M0.02%Share
34TRUIST FINANCIAL CORP104,573$14.6M0.02%Share
35World Investment Advisors100,874$14.1M0.27%Share
36WELLS FARGO & COMPANY/MN100,970$14.0M0.00%Share
37Farrow Financial, Inc.98,007$13.7M7.85%Share
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC93,161$13.2M0.02%Share
39Cetera Investment Advisers96,203$13.0M0.01%Share
40Quent Capital, LLC91,685$12.8M0.92%Share
41Quent Long Short Global Small Cap Fund, LP91,685$12.8M1.04%Share
42HighTower Advisors, LLC83,737$11.0M0.01%Share
43Charter Oak Capital Management, LLC71,996$10.0M0.77%Share
44eCIO, Inc.66,030$9.2M4.28%Share
45RAYMOND JAMES FINANCIAL INC65,511$9.0M0.00%Share
46REGIONS FINANCIAL CORP57,611$8.0M0.05%Share
47NewEdge Advisors, LLC59,318$8.0M0.03%Share
48NORTHERN TRUST CORP63,410$8.0M0.00%Share
49US BANCORP \DE\56,499$7.9M0.01%Share
50KEYBANK NATIONAL ASSOCIATION/OH54,325$7.6M0.03%Share

SUSA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025530$2.5B+257
Q3 2025273$1.5T-177
Q2 2025450$1.7T-17
Q1 2025467$2.0T+64
Q4 2024403$952.8T+70
Q3 2024333$2113.5T+6
Q2 2024327$1900.0T+4
Q1 2024323$1117.9T—

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As of Q4 2025, 50 institutional investors hold SUSA (iShares ESG Optimized MSCI USA ETF). The largest holder is Bell Investment Advisors, Inc with $203.3M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SUSA?

As of Q4 2025, 50 institutional investors report holding SUSA (iShares ESG Optimized MSCI USA ETF) in their 13F filings.

Who is the largest institutional holder of SUSA?

The largest institutional holder of SUSA is Bell Investment Advisors, Inc with $203.3M in shares.

Is institutional ownership of SUSA increasing or decreasing?

This quarter, 15 institutions opened new positions in SUSA and 1 closed their positions.