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iShares ESG Aware USD Corporate Bond ETF

263 hedge funds and large institutions have $927M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 100 increasing their positions, 105 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $922M → $927M (+$5.06M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.75% less ownership

Funds ownership: 82.74%81.98% (-0.75%)

5% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 105

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

3% less funds holding

Funds holding: 271263 (-8)

Holders
263
Holders Change
-8
Holders Change %
-2.95%
% of All Funds
3.53%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
100
Reduced
105
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
226
Milestone Investment Advisors
Wisconsin
$69.2K
AG
227
AmeriFlex Group
Nevada
$64.4K +$4.35K +190 +7%
ACA
228
Aptus Capital Advisors
Alabama
$62K
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$57.3K
NP
230
NorthRock Partners
Minnesota
$49.9K -$53.3K -2,328 -52%
T
231
Transce3nd
Texas
$46.6K -$4.09K -179 -8%
MSWA
232
Marshall & Sterling Wealth Advisors
New York
$43.4K +$5.15K +225 +14%
CA
233
CoreCap Advisors
Michigan
$41.6K
WCM
234
WealthTrak Capital Management
Virginia
$36.6K +$2.24K +98 +7%
RMP
235
Richards, Merrill & Peterson
Washington
$30.3K
GWP
236
Gen-Wealth Partners
Michigan
$30.1K +$29.9K +1,305 New
FWA
237
FSC Wealth Advisors
New York
$29.1K +$28.8K +1,260 New
NB
238
NBT Bank
New York
$26.3K
US Bancorp
239
US Bancorp
Minnesota
$23.2K -$19.4K -850 -46%
CPG
240
Cornerstone Planning Group
New Jersey
$20.8K +$21K +917 New
CA
241
Crewe Advisors
Utah
$19.4K
MAFA
242
MJT & Associates Financial Advisory
Minnesota
$19.3K +$19.1K +836 New
AGWCA
243
Annis Gardner Whiting Capital Advisors
Florida
$18.6K
PWA
244
Physician Wealth Advisors
Utah
$18.2K +$114 +5 +0.6%
RA
245
Rise Advisors
New York
$15.6K +$114 +5 +0.7%
AIC
246
Archer Investment Corporation
Indiana
$14.7K
FWP
247
FAS Wealth Partners
Kansas
$14K +$2.72K +119 +24%
CB
248
Centennial Bank
Arkansas
$13.8K
GFPC
249
Global Financial Private Client
Florida
$13.2K -$229 -10 -2%
1NWS
250
1 North Wealth Services
Maryland
$12.6K +$12.5K +545 New

SUSC Hedge Fund Activity: Q1 2025 in Review

263 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2025, worth a combined $927M — up 0.55% from $922M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 100 added.

The largest buyer was JP Morgan Chase, adding an estimated $5.61M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $14.5M.

  • 263 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2025, down from 271 in Q4 2024.
  • Funds reported $927M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2025, up 0.55% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $5.61M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2025 was Envestnet Portfolio Solutions, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.