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iShares ESG Aware USD Corporate Bond ETF
SUSC

36 hedge funds and large institutions have $55.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

38% more funds holding

Funds holding: 26 → 36 (+10)

6% more capital invested

Capital invested by funds: $51.9M → $55.2M (+$3.31M)

40.64% less ownership

Funds ownership: 168.19% → 127.56% (-41%)

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.4M
2
B
Bailard
California
+$619K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$460K
4
HA
Harborview Advisors
Maine
+$449K
5
AIP
Ameritas Investment Partners
Nebraska
+$342K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.48M
2
MML Investors Services
MML Investors Services
Massachusetts
-$436K
3
UCFA
United Capital Financial Advisors
Texas
-$295K
4
LFA
Legacy Financial Advisors
Kentucky
-$176K
5
GSWM
Golden State Wealth Management
California
-$12.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$29K +$502 +20 +2%
GWM
27
Geneos Wealth Management
Colorado
$21K – – –
LFG
28
LifePlan Financial Group
Ohio
$20K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$8K +$8.21K +327 New
EIP
30
Ellis Investment Partners
Pennsylvania
$5K +$4.95K +197 New
MWM
31
Mascoma Wealth Management
New Hampshire
$5K +$5.02K +200 New
CGI
32
Cougar Global Investments
Ontario, Canada
$3K -$50 -2 -2%
AG
33
Advisor Group
Arizona
$3K +$2.74K +109 New
BlackRock
34
BlackRock
New York
$2K -$3.69K -147 -63%
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.93K +77 New
MML Investors Services
36
MML Investors Services
Massachusetts
– -$436K -17,452 Closed
UCFA
37
United Capital Financial Advisors
Texas
– -$295K -11,816 Closed
LFA
38
Legacy Financial Advisors
Kentucky
– -$176K -7,025 Closed
Wells Fargo
39
Wells Fargo
California
– +$25 +1 New
1
2

SUSC Hedge Fund Activity: Q2 2019 in Review

36 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2019, worth a combined $55.2M — up 6.4% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SUSC positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $1.4M. The largest seller was Envestnet Asset Management, cutting an estimated $1.48M.

  • 36 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2019, up from 26 in Q1 2019.
  • Funds reported $55.2M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2019, up 6.4% quarter-over-quarter.
  • 13 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2019 and 3 closed out, a net change of +10 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2019 was Fisher Asset Management, an estimated $1.4M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2019.