We are live on ! Find out more
SUSC icon

iShares ESG Aware USD Corporate Bond ETF

42 hedge funds and large institutions have $67.1M invested in iShares ESG Aware USD Corporate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $55.2M → $67.1M (+$11.9M)

17% more funds holding

Funds holding: 3642 (+6)

18.87% less ownership

Funds ownership: 127.56%108.69% (-19%)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$214K +$183K +7,019 +623%
UBS Group
27
UBS Group
Switzerland
$170K -$1.1K -42 -0.6%
AG
28
Advisor Group
Arizona
$147K +$143K +5,469 +5,017%
GSWM
29
Golden State Wealth Management
California
$116K +$14.5K +556 +14%
APSP
30
Asset Planning Services (Pennsylvania)
Pennsylvania
$71K +$70.1K +2,682 New
AF
31
Advisornet Financial
Minnesota
$64K
FAAS
32
First Allied Advisory Services
California
$35K +$34.6K +1,325 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$34K +$32K +1,225 +1,591%
AIM
34
Advantage Investment Management
Iowa
$32K
AIC
35
Ameritas Investment Company
Nebraska
$31K -$273K -10,460 -90%
SFS
36
Sowell Financial Services
Arkansas
$28K +$27.8K +1,064 New
GWM
37
Geneos Wealth Management
Colorado
$21K
LFG
38
LifePlan Financial Group
Ohio
$20K
SPIA
39
Steward Partners Investment Advisory
New York
$8K
RWG
40
Regal Wealth Group
California
$6K +$5.75K +220 New
EIP
41
Ellis Investment Partners
Pennsylvania
$5K +$52 +2 +1%
CGI
42
Cougar Global Investments
Ontario, Canada
$3K
BlackRock
43
BlackRock
New York
$2K -$366 -14 -16%
RCAG
44
Rehmann Capital Advisory Group
Michigan
-$326K -12,606 Closed
MWM
45
Mascoma Wealth Management
New Hampshire
-$5K -200 Closed
Wells Fargo
46
Wells Fargo
California
-$26 -1 Closed

SUSC Hedge Fund Activity: Q3 2019 in Review

42 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q3 2019, worth a combined $67.1M — up 22% from $55.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SUSC positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, adding an estimated $6.14M. The largest seller was Rehmann Capital Advisory Group, exiting entirely with an estimated $326K sold.

  • 42 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $67.1M of iShares ESG Aware USD Corporate Bond ETF stock for Q3 2019, up 22% quarter-over-quarter.
  • 9 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q3 2019 and 3 closed out, a net change of +6 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q3 2019 was Jane Street, an estimated $6.14M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q3 2019 was Rehmann Capital Advisory Group, an estimated $326K sold.

Based on aggregated 13F filings for Q3 2019.