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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
MG
251
Mather Group
Illinois
$12.5K -$206 -9 -2%
BSB
252
Bangor Savings Bank
Maine
$8.53K
NSIM
253
North Star Investment Management
Illinois
$6.32K +$46 +2 +0.7%
RPA
254
Redwood Park Advisors
California
$3.64K
ME
255
McIlrath & Eck
Washington
$3.53K
CB
256
Community Bank
New York
$3.37K
MFS
257
Mattson Financial Services
Michigan
$2.15K -$3.55K -155 -63%
CIBC Private Wealth Group
258
CIBC Private Wealth Group
Georgia
$1.93K
ZRP
259
Zynergy Retirement Planning
New Jersey
$1.66K
RWM
260
Ruedi Wealth Management
Illinois
$1.63K +$137 +6 +9%
AAP
261
Arax Advisory Partners
Colorado
$1.61K +$1.6K +70 New
BC
262
Barrett & Company
Rhode Island
$1.34K
BNP Paribas Financial Markets
263
BNP Paribas Financial Markets
France
$346 +$343 +15 New
FTUS
264
Flow Traders U.S.
New York
-$1.31M -57,810 Closed
RCS
265
Retirement Capital Strategies
California
-$1.05M -45,995 Closed
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
-$820K -36,081 Closed
SWA
267
Stratos Wealth Advisors
Ohio
-$770K -33,890 Closed
MCWS
268
McKinley Carter Wealth Services
West Virginia
-$657K -28,911 Closed
CFGS
269
Concourse Financial Group Securities
Alabama
-$554K -24,342 Closed
CIBC World Market
270
CIBC World Market
Ontario, Canada
-$454K -20,000 Closed
WCFA
271
Walkner Condon Financial Advisors
Wisconsin
-$337K -14,831 Closed
IAA
272
Independent Advisor Alliance
North Carolina
-$244K -10,728 Closed
MNA
273
Manning & Napier Advisors
New York
-$234K -10,281 Closed
Jane Street
274
Jane Street
New York
-$217K -9,565 Closed
WF
275
Williams Financial
Vermont
-$211K -9,289 Closed

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.