iShares ESG Aware USD Corporate Bond ETF
SUSC
240 hedge funds and large institutions have $983M invested in iShares ESG Aware USD Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 51 reducing their positions, and 11 closing their positions.
355% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 11
137% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 51
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
18% more funds holding
Funds holding: 203 → 240 (+37)
15% more capital invested
Capital invested by funds: $854M → $983M (+$130M)
2.27% more ownership
Funds ownership: 80.19% → 82.46% (+2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.6M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$12.5M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$6.65M |
| 5 |
JP Morgan Chase
New York
|
+$5.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$34.7M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$7.19M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.69M |
| 4 |
BlackRock
New York
|
-$3.22M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.13M |
SUSC Hedge Fund Activity: Q4 2023 in Review
240 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q4 2023, worth a combined $983M — up 15% from $854M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SUSC positions and 11 closed out — a net gain of 39 holders — while 121 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.8M. The largest seller was Ameriprise, cutting an estimated $34.7M.
- 240 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $983M of iShares ESG Aware USD Corporate Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 50 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q4 2023 and 11 closed out, a net change of +39 holders.
- The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $18.8M added.
- The largest iShares ESG Aware USD Corporate Bond ETF seller in Q4 2023 was Ameriprise, an estimated $34.7M sold.
Based on aggregated 13F filings for Q4 2023.