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iShares ESG Aware USD Corporate Bond ETF
SUSC

81 hedge funds and large institutions have $192M invested in iShares ESG Aware USD Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

740% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 5

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

115% more capital invested

Capital invested by funds: $89.2M → $192M (+$103M)

35% more funds holding

Funds holding: 60 → 81 (+21)

10.09% more ownership

Funds ownership: 79.49% → 89.58% (+10%)

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
42
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.4M
2
UBS Group
UBS Group
Switzerland
+$16.1M
3
Jane Street
Jane Street
New York
+$3.46M
4
PG
Pendal Group
Australia
+$2.89M
5
BlackRock
BlackRock
New York
+$2.86M

Top Sellers

Rank Fund Capital Flow
1
JIP
Jaffetilchin Investment Partners
Florida
-$443K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$303K
3
HHGA
Halbert Hargrove Global Advisors
California
-$180K
4
AIC
Ameritas Investment Company
Nebraska
-$78K
5
HA
Harborview Advisors
Maine
-$57.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$935K +$118K +4,388 +15%
B
27
Bailard
California
$913K +$79.3K +2,960 +10%
CRWM
28
Castle Rock Wealth Management
California
$913K +$348K +12,974 +68%
PAS
29
Park Avenue Securities
New York
$884K +$857K +31,998 New
Wolverine Trading
30
Wolverine Trading
Illinois
$848K +$825K +30,796 New
HA
31
Harborview Advisors
Maine
$793K -$57.7K -2,153 -7%
Bank Julius Baer & Co
32
Bank Julius Baer & Co
Switzerland
$664K +$644K +24,046 New
VHAM
33
Van Hulzen Asset Management
California
$620K +$239K +8,900 +66%
WCM
34
Windsor Capital Management
Arizona
$616K +$212K +7,921 +55%
Truist Financial
35
Truist Financial
North Carolina
$611K +$594K +22,155 New
RJA
36
Raymond James & Associates
Florida
$595K +$94.6K +3,531 +20%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$590K +$35.2K +1,315 +7%
MMA
38
Miracle Mile Advisors
California
$558K +$127K +4,730 +31%
WT
39
Whittier Trust
California
$490K +$73.7K +2,750 +18%
RCAG
40
Rehmann Capital Advisory Group
Michigan
$446K -$5.65K -211 -1%
Prudential Financial
41
Prudential Financial
New Jersey
$446K +$433K +16,149 New
VCM
42
Vision Capital Management
Oregon
$441K +$3.78K +141 +0.9%
ASN
43
Advisory Services Network
Georgia
$432K +$224K +8,362 +115%
FAAS
44
First Allied Advisory Services
California
$425K +$413K +15,396 New
FT
45
Fiduciary Trust
Massachusetts
$420K – – –
RJFSA
46
Raymond James Financial Services Advisors
Florida
$383K +$371K +13,851 New
LFA
47
Legacy Financial Advisors
Kentucky
$355K +$4.96K +185 +1%
CCA
48
Cobblestone Capital Advisors
New York
$350K -$8.84K -330 -3%
GSWM
49
Golden State Wealth Management
California
$312K +$303K +11,324 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$285K – – –
1
2
3 4

SUSC Hedge Fund Activity: Q2 2020 in Review

81 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware USD Corporate Bond ETF (SUSC) for Q2 2020, worth a combined $192M — up 115% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SUSC positions and 6 closed out — a net gain of 21 holders — while 42 added to existing stakes and 5 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $43.4M. The largest seller was Jaffetilchin Investment Partners, exiting entirely with an estimated $443K sold.

  • 81 institutional investors held iShares ESG Aware USD Corporate Bond ETF (SUSC) as of Q2 2020, up from 60 in Q1 2020.
  • Funds reported $192M of iShares ESG Aware USD Corporate Bond ETF stock for Q2 2020, up 115% quarter-over-quarter.
  • 27 funds opened new iShares ESG Aware USD Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +21 holders.
  • The largest iShares ESG Aware USD Corporate Bond ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $43.4M added.
  • The largest iShares ESG Aware USD Corporate Bond ETF seller in Q2 2020 was Jaffetilchin Investment Partners, an estimated $443K sold.

Based on aggregated 13F filings for Q2 2020.