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iShares ESG Aware USD Corporate Bond ETF

257 hedge funds and large institutions have $964M invested in iShares ESG Aware USD Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 74

4% more capital invested

Capital invested by funds: $927M → $964M (+$37.2M)

0.57% more ownership

Funds ownership: 81.98%82.55% (+0.57%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 263257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
257
Holders Change
-6
Holders Change %
-2.28%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
23
Increased
134
Reduced
74
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
226
AmeriFlex Group
Nevada
$61K -$3.65K -160 -6%
T
227
Transce3nd
Texas
$53.3K +$6.2K +272 +13%
MSWA
228
Marshall & Sterling Wealth Advisors
New York
$50.2K +$6.5K +285 +15%
CA
229
CoreCap Advisors
Michigan
$41.9K
GWP
230
Gen-Wealth Partners
Michigan
$36.9K +$6.46K +283 +22%
WCM
231
WealthTrak Capital Management
Virginia
$36.8K
EWM
232
Evolution Wealth Management
Florida
$32.3K +$31.7K +1,390 New
IA
233
IFP Advisors
Florida
$27.2K -$48.5K -2,126 -64%
NB
234
NBT Bank
New York
$26.5K
SA
235
Scarborough Advisors
Maryland
$26.4K +$25.9K +1,135 New
GWM
236
Geneos Wealth Management
Colorado
$23.9K +$23.4K +1,027 New
NSIM
237
North Star Investment Management
Illinois
$22.8K +$16.1K +706 +258%
CA
238
Crewe Advisors
Utah
$20K +$433 +19 +2%
US Bancorp
239
US Bancorp
Minnesota
$19.8K -$3.49K -153 -15%
KG
240
Kilter Group
New York
$19K +$18.6K +817 New
PWA
241
Physician Wealth Advisors
Utah
$18.6K +$205 +9 +1%
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$17K -$1.73K -76 -9%
RA
243
Rise Advisors
New York
$15.9K +$182 +8 +1%
AIC
244
Archer Investment Corporation
Indiana
$14.8K
FWP
245
FAS Wealth Partners
Kansas
$14.2K +$160 +7 +1%
CB
246
Centennial Bank
Arkansas
$13.9K
MAFA
247
MJT & Associates Financial Advisory
Minnesota
$13.5K -$5.84K -256 -31%
1NWS
248
1 North Wealth Services
Maryland
$12.7K
BSB
249
Bangor Savings Bank
Maine
$8.6K
CIA
250
Choate Investment Advisors
Massachusetts
$3.76K +$3.69K +162 New

SUSC Hedge Fund Activity: Q2 2025 in Review

257 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2025, worth a combined $964M — up 4% from $927M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of SUSC and 23 opened new positions — a net loss of 2 holders — while 74 trimmed existing stakes and 134 added.

The largest buyer was Envestnet Asset Management, adding an estimated $21.2M. The largest seller was Barings, cutting an estimated $19.7M.

  • 257 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2025, down from 263 in Q1 2025.
  • Funds reported $964M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2025, up 4% quarter-over-quarter.
  • 23 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2025 and 25 closed out, a net change of -2 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $21.2M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2025 was Barings, an estimated $19.7M sold.

Based on aggregated 13F filings for Q2 2025.