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iShares ESG Aware USD Corporate Bond ETF
SUSC

60 hedge funds and large institutions have $89.2M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 7

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $72.9M → $89.2M (+$16.3M)

18% more funds holding

Funds holding: 51 → 60 (+9)

1.55% more ownership

Funds ownership: 77.94% → 79.49% (+1.6%)

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
33
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.49M
2
PG
Pendal Group
Australia
+$3.5M
3
UBS Group
UBS Group
Switzerland
+$858K
4
PI
PFS Investments
Georgia
+$804K
5
Ameriprise
Ameriprise
Minnesota
+$653K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$677K
2
TC
TownSquare Capital
Utah
-$223K
3
ASN
Advisory Services Network
Georgia
-$107K
4
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$42.1K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$41.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
26
Jaffetilchin Investment Partners
Florida
$443K +$14K +529 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$422K +$435K +16,486 New
RCAG
28
Rehmann Capital Advisory Group
Michigan
$421K +$432K +16,368 New
VCM
29
Vision Capital Management
Oregon
$406K +$417K +15,808 New
MMA
30
Miracle Mile Advisors
California
$397K +$54.9K +2,078 +16%
FT
31
Fiduciary Trust
Massachusetts
$391K +$44.8K +1,698 +13%
WT
32
Whittier Trust
California
$386K +$396K +15,000 New
WCM
33
Windsor Capital Management
Arizona
$369K -$3.22K -122 -0.8%
VHAM
34
Van Hulzen Asset Management
California
$348K +$358K +13,540 New
LFA
35
Legacy Financial Advisors
Kentucky
$338K +$62.1K +2,350 +23%
CCA
36
Cobblestone Capital Advisors
New York
$334K -$3.3K -125 -1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$303K +$312K +11,833 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$265K +$5.76K +218 +2%
SI
39
SimpliFi Inc
California
$225K +$1.03K +39 +0.4%
ASN
40
Advisory Services Network
Georgia
$187K -$107K -4,069 -36%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$105K -$42.1K -1,596 -28%
AIC
42
Ameritas Investment Company
Nebraska
$78K +$3.3K +125 +4%
PA
43
Procyon Advisors
Connecticut
$45K +$46.5K +1,762 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$42K +$8.98K +340 +26%
MWM
45
MBE Wealth Management
Wisconsin
$36K +$37.1K +1,405 New
SFS
46
Sowell Financial Services
Arkansas
$28K +$132 +5 +0.5%
AF
47
Advisornet Financial
Minnesota
$24K -$40K -1,513 -62%
TF
48
TimeScale Financial
Massachusetts
$22K +$23.5K +890 New
GWM
49
Geneos Wealth Management
Colorado
$21K – – –
LFG
50
LifePlan Financial Group
Ohio
$20K – – –
1
2
3

SUSC Hedge Fund Activity: Q1 2020 in Review

60 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q1 2020, worth a combined $89.2M — up 22% from $72.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SUSC positions and 4 closed out — a net gain of 11 holders — while 33 added to existing stakes and 7 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $5.49M. The largest seller was Jane Street, exiting entirely with an estimated $677K sold.

  • 60 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $89.2M of iShares ESG Aware USD Corporate Bond ETF stock for Q1 2020, up 22% quarter-over-quarter.
  • 15 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q1 2020 and 4 closed out, a net change of +11 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $5.49M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $677K sold.

Based on aggregated 13F filings for Q1 2020.