iShares ESG Optimized MSCI USA ETF

SUSA

Market cap $3.64B

Overview Fund Activity

134.41 USD

+1.06

0.79%

At close Updated Sep 18, 4:00 PM EDT

1 day

0.79%

5 days

0.41%

1 month

2.82%

3 months

9.86%

6 months

16.54%

Year to date

10.79%

1 year

14.06%

5 years

84.15%

10 years

234.19%

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

138% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 16

11% more funds holding in top 10

Funds holding in top 10: 9 [Q1] → 10 (+1) [Q2]

3% more funds holding

Funds holding: 470 [Q1] → 483 (+13) [Q2]

2% more capital invested

Capital invested by funds: $2.09B [Q1] → $2.13B (+$37.6M) [Q2]

1.44% less ownership

Funds ownership: 60.96% [Q1] → 59.52% (-1.44%) [Q2]

39% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 194

See Fund Rankings

Financial journalist opinion

Positive

Seeking Alpha

9 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.

See News Rankings

Charts implemented using Lightweight Charts™

iShares ESG Optimized MSCI USA ETF SUSA Market cap $3.64B