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iShares ESG Aware USD Corporate Bond ETF
SUSC

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: 263 → 257 (-6)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.2M
2
LPL Financial
LPL Financial
California
+$11.2M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$9.73M
4
JP Morgan Chase
JP Morgan Chase
New York
+$4.78M
5
Betterment LLC
Betterment LLC
New York
+$4.19M

Top Sellers

Rank Fund Capital Flow
1
B
Barings
North Carolina
-$19.7M
2
AWS
Atria Wealth Solutions
New York
-$3.93M
3
Morgan Stanley
Morgan Stanley
New York
-$3.93M
4
SG
Stanich Group
New York
-$3.49M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
251
McIlrath & Eck
Washington
$3.55K – – –
CB
252
Community Bank
New York
$3.39K – – –
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$2K – – –
AAP
254
Arax Advisory Partners
Colorado
$1.58K -$46 -2 -3%
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$1.42K +$1.05K +46 +307%
BC
256
Barrett & Company
Rhode Island
$1.35K – – –
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$46 +$46 +2 New
SG
258
Stanich Group
New York
– -$3.49M -151,143 Closed
LFASL
259
Lugano Financial Advisors SA (LFA)
Switzerland
– -$1.71M -74,278 Closed
Goldman Sachs
260
Goldman Sachs
New York
– -$1.3M -56,418 Closed
TC
261
TownSquare Capital
Utah
– -$1.07M -46,316 Closed
Citadel Advisors
262
Citadel Advisors
Florida
– -$1.03M -44,670 Closed
MPIM
263
McGinn Penninger Investment Management
Virginia
– -$491K -21,293 Closed
M&T Bank
264
M&T Bank
New York
– -$459K -19,916 Closed
PCIA
265
Prime Capital Investment Advisors
Kansas
– -$439K -19,023 Closed
EWA
266
ERTS Wealth Advisors
Michigan
– -$322K -13,970 Closed
CA
267
Claro Advisors
Massachusetts
– -$276K -11,966 Closed
HFA
268
High Falls Advisors
New York
– -$253K -10,986 Closed
WWA
269
WCG Wealth Advisors
Nevada
– -$252K -10,934 Closed
HH
270
Hilltop Holdings
Texas
– -$212K -9,199 Closed
SA
271
Sovran Advisors
California
– -$203K -8,965 Closed
HP
272
Hilltop Partners
Indiana
– -$203K -8,786 Closed
NP
273
NorthRock Partners
Minnesota
– -$49.9K -2,165 Closed
RMP
274
Richards, Merrill & Peterson
Washington
– -$30.3K -1,316 Closed
FWA
275
FSC Wealth Advisors
New York
– -$29.1K -1,260 Closed
8 9 10
11
12

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.