iShares MSCI USA ESG Select ETF
SUSA
Market cap $3.76B

122.76 USD

+1.64

1.35%

At close Dec 20, 4:00 PM EST

1 day

1.35%

5 days

-2.74%

1 month

-0.20%

3 months

2.81%

6 months

9.19%

Year to date

23.01%

1 year

24.36%

5 years

83.47%

10 years

186.55%

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

29% more funds holding in top 10

Funds holding in top 10: 7 [Q2] → 9 (+2) [Q3]

2% more funds holding

Funds holding: 444 [Q2] → 452 (+8) [Q3]

2% more capital invested

Capital invested by funds: $2.94B [Q2] → $2.99B (+$54.2M) [Q3]

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

3.31% less ownership

Funds ownership: 62.77% [Q2] → 59.45% (-3.31%) [Q3]

33% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 168

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for SUSA.

See Analyst Rankings

Financial journalist opinion

Positive

Seeking Alpha

1 week 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

11 months 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

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