Who Owns SUSA?
iShares ESG Optimized MSCI USA ETF — Institutional Ownership & 13F Holdings
$144.73
-0.03 (-0.02%)
Market Cap
$3.7B
Shares Outstanding
24,190,034
Institutional Holders
467
Total Inst. Value
$1.7B
% of Float Held
—
QoQ Holder Change
+146
Institutional data as of Q1 2025
New Positions
96
Closed Positions
31
Increased
111
Decreased
162
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $172.3M | 1,499,695 |
| 2 | BANK OF AMERICA CORP /DE/ | $170.7M | 1,485,617 |
| 3 | MORGAN STANLEY | $121.3M | 1,056,097 |
| 4 | BlackRock, Inc. | $93.5M | 814,318 |
| 5 | AMERIPRISE FINANCIAL INC | $74.7M | 650,947 |
| 6 | SPINNAKER TRUST | $69.5M | 605,262 |
| 7 | ROYAL BANK OF CANADA | $65.8M | 572,801 |
| 8 | UBS Group AG | $60.5M | 526,618 |
| 9 | MISSION WEALTH MANAGEMENT, LP | $55.6M | 483,625 |
| 10 | IMA Advisory Services, Inc.New | $54.0M | 469,719 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BlackRock, Inc. | +335K | $93.5M |
| MISSION WEALTH MANAGEMENT, LP | +22K | $55.6M |
| IMA Advisory Services, Inc.New | +470K | $54.0M |
| Shira Ridge Wealth ManagementNew | +287K | $33.0M |
| TRUIST FINANCIAL CORP | +4K | $21.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -166K | $23.2M |
| AMERIPRISE FINANCIAL INC | -135K | $74.7M |
| JPMORGAN CHASE & CO | -112K | $172.3M |
| MORGAN STANLEY | -88K | $121.3M |
| World Investment Advisors | -81K | $12.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold SUSA?
As of Q1 2025, 467 institutional investors report holding SUSA (iShares ESG Optimized MSCI USA ETF) in their 13F filings.
Which hedge fund owns the most SUSA?
The largest institutional holder of SUSA is JPMORGAN CHASE & CO with $172.3M in shares.
Are institutions buying or selling SUSA?
This quarter, 96 institutions opened new positions in SUSA and 31 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.