ISHARES MSCI USA ESG SELECT (SUSA) Institutional Ownership Changes & 13F Activity

ISHARES MSCI USA ESG SELECT (SUSA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Sequoia Financial AdvisorsSell-4,0818,563$1,321,331
Q1 2026Sequoia Financial AdvisorsBuy1312,644$1,670,327
Q4 2025Sequoia Financial AdvisorsSell-3,51012,631$1,760,108
Q3 2025Sequoia Financial AdvisorsBuy3,20116,141$2,189,510
Q2 2025Renaissance Technologies LLCSell-10,5001,700$215,475
Q2 2025Sequoia Financial AdvisorsSell-84212,940$1,640,118
Q1 2025Renaissance Technologies LLCSell-1,00012,200$1,401,414
Q1 2025Sequoia Financial AdvisorsSell-68613,782$1,583,087
Q4 2024Renaissance Technologies LLCBuy6,80013,200$1,604,988
Q4 2024Sequoia Financial AdvisorsSell-2,43414,468$1,759,107
Q3 2024Renaissance Technologies LLCSell-8,3006,400$770,368
Q3 2024Sequoia Financial AdvisorsSell-45516,902$2,034,550
Q2 2024Renaissance Technologies LLCSell-16,20014,700$1,651,839
Q2 2024Sequoia Financial AdvisorsSell-23117,357$1,950,416
Q1 2024Renaissance Technologies LLCBuy19,10030,900$3,373
Q1 2024Sequoia Financial AdvisorsSell-68217,588$1,920,056
Q4 2023Sequoia Financial AdvisorsBuy14,68918,270$1,836,298
Q4 2023Renaissance Technologies LLCBuy4,20011,800$1,186
Q3 2023Renaissance Technologies LLCBuy3,2007,600$684
Q2 2023Renaissance Technologies LLCSell-6,2004,400$412
Q2 2023Sequoia Financial AdvisorsSell-1913,581$335,332
Q1 2023Sequoia Financial AdvisorsBuy2143,772$331,037
Q4 2022Sequoia Financial AdvisorsBuy163,558$292,888
Q3 2022Sequoia Financial AdvisorsBuy173,542$269
Q2 2022Sequoia Financial AdvisorsBuy93,525$284
Q1 2022Sequoia Financial AdvisorsBuy113,516$340
Q4 2021Renaissance Technologies LLCSell-1,10010,600$1,126
Q4 2021Sequoia Financial AdvisorsBuy93,505$372
Q3 2021Renaissance Technologies LLCBuy9,80011,700$1,123
Q3 2021Sequoia Financial AdvisorsBuy123,496$335

Frequently asked questions about SUSA activity

  • Which institutional owners are buying SUSA?

    Institutional owners buying SUSA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SUSA activity?

    "Buy" means an investor increased their reported position in SUSA compared to the prior reporting period. This reflects growing exposure to ISHARES MSCI USA ESG SELECT (SUSA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SUSA increasing?

    Institutional interest in SUSA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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