Ishares Esg Optimized Msci U
$158.72-0.6%
+$90.4M
Net Activity
+2.54% total shares
Institutions Holding
536
Popularity Rank
#1092
Avg Weight
0.20%
Total Value
$2.5B
536 institutions currently hold SUSA, with 188 net buyers and 200 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
200
Net Buying Institutions
188
Top 5 by Value
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Across its top 20 institutional holders, SUSA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 23/100).
SUSA ranks #1092 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SUSA is a top-conviction position for Shira Ridge Wealth Management — at 15.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SUSA belongs to Bank Of America CORP /de/, but the position matters far more to Shira Ridge Wealth Management, who has 15.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Mercer Global Advisors Inc /adv has added to its SUSA position for two straight quarters, increasing it by $35.4M to reach $78.0M today.
Hm Payson & Co has trimmed its SUSA position for two straight quarters, cutting it by $5.0M while still holding $19.8M.
SUSA is down 0.6% today, but institutions show net buying of $90.4M this quarter — a divergence between today's price move and the underlying institutional flow.
+$155.6M
Total Buy Value
$60.1M
Total Sell Value
188
Net Buyers
200
Net Sellers
SUSA
Q2 2026
Top 5 Institutional Movers
+$50.1M
+$36.5M
+$29.3M
+$25.5M
+$22.5M
SUSA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
464288802
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,111
Total reported value
$649.1B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$279.6B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,107
Total reported value
$712.4B
Held by 4107 institutions — one of the most-tracked stocks on AlphaSMO
Access SUSA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SUSACLI
npx alphasmo stocks get SUSA