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iShares ESG Aware USD Corporate Bond ETF
SUSC

26 hedge funds and large institutions have $51.9M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 1

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

441% more capital invested

Capital invested by funds: $9.58M → $51.9M (+$42.3M)

118.03% more ownership

Funds ownership: 50.16% → 168.19% (+118%)

44% more funds holding

Funds holding: 18 → 26 (+8)

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$29.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.21M
3
Bank of America
Bank of America
North Carolina
+$1.61M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$721K
5
RWP
RWA Wealth Partners
Massachusetts
+$709K

Top Sellers

1
EWA
ERTS Wealth Advisors
Michigan
-$3K
2
UBS Group
UBS Group
Switzerland
-$146
Name Holding Trade Value Shares
Change 		Change in
Stake
CGI
26
Cougar Global Investments
Ontario, Canada
$3K +$2.46K +101 New
EWA
27
ERTS Wealth Advisors
Michigan
– -$3K -129 Closed
1
2

SUSC Hedge Fund Activity: Q1 2019 in Review

26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2019, worth a combined $51.9M — up 441% from $9.58M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SUSC positions and 1 closed out — a net gain of 8 holders — while 12 added to existing stakes and 1 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $29.5M. The largest seller was ERTS Wealth Advisors, exiting entirely with an estimated $3K sold.

  • 26 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2019, up from 18 in Q4 2018.
  • Funds reported $51.9M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2019, up 441% quarter-over-quarter.
  • 9 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2019 and 1 closed out, a net change of +8 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $29.5M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2019 was ERTS Wealth Advisors, an estimated $3K sold.

Based on aggregated 13F filings for Q1 2019.