iShares ESG Optimized MSCI USA ETFSUSA
SUSA
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0.49% more ownership
Funds ownership: 60.42% [Q4 2024] → 60.91% (+0.49%) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less funds holding
Funds holding: 472 [Q4 2024] → 467 (-5) [Q1 2025]
7% less capital invested
Capital invested by funds: $2.25B [Q4 2024] → $2.09B (-$163M) [Q1 2025]
10% less funds holding in top 10
Funds holding in top 10: 10 [Q4 2024] → 9 (-1) [Q1 2025]
36% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 193
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $23K
Research analyst outlook
We haven’t received any recent analyst ratings for SUSA.
Financial journalist opinion
Positive
Seeking Alpha
7 months ago
SUSA: A More Aggressive ESG Fund With Disappointing Growth And Quality Features
SUSA is an ESG-focused fund tracking the performance of U.S. large- and mid-cap stocks. Its expense ratio is 0.25% and the fund has $3.87 billion in assets under management. Index constraints limit each security's weight to 5%, meaning mega-cap growth stocks like Apple, Microsoft, and Nvidia have reduced weightings. The Index also removes companies involved in controversial business activities like civilian firearms, nuclear power, gambling, and fossil fuel extraction, among others.
Negative
Seeking Alpha
1 year ago
U.S. Weekly FundFlows Insight Report: Money Market Funds Post First Weekly Outflow In 4 As Bitcoin ETFs Attract Nearly $1.8 Billion In First Week Of Trading
The 30-year fixed-rate average fell since last week, marking the tenth weekly decline in the last 12.
Neutral
ETF Trends
1 year ago
Disruptive Tech Theme of the Week: Top Thematic ETF Flows 2023
To close out the year, I thought it would be interesting to see which thematic categories experienced the most inflows in 2023, demonstrating proverbially “where the puck was going.” This data, sourced from Bloomberg and VettaFi's internal data, is interesting because it does not necessarily align with performance.
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